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Job Opportunity Details 

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Financial Services - Client Care Coordinator

Company: Bujold, Colburn and Steele

Job Type: Business/Finance/Admin

Wage: $17.00/hour; negotiable based on experience

Position Type: permanent

Contact Information: dwright@bujoldcolburn.com

Closing Date: 02-28-18

Detailed Description

Position Summary
The Client Care Coordinator is responsible for maintaining up to-date information and communication with Advisor to ensure all client needs are met in a timely manner and maintain accurate and up-to-date client files.

CLIENT CARE SERVICE DUTIES
• Working directly with clients and advisor responding in timely manner to ensure full resolution to all issues and concerns related to investment clients
• Maintain a documentation trail while resolving all issues with regards to investments and insurance.
• Keep advisor advised of all issues and/or concerns that arise.

ADMIN SUPPORT DUTIES
• Assist with the setting up of client meeting appointments for advisors
• Responsible for all filling, data entry and maintenance of client
Client Meeting Preparation for Advisors:
• Ensure all files and appropriate documents are in place with current information and prepare meeting agenda with advisor
• Provide advisor with current portfolio summaries - as needed
• Acquire current rates for term deposit products (both bank and insurance suppliers)
• Communicate with life insurance admin support for copies of insurance documents
• Review of documentation for accuracy as directed by advisors

INVESTMENTS / INSURANCE
• Initiate follow up procedures on all outgoing documentation and record follow up action
• Provide advisor with up-to-date status reports of all actionable items on a regular basis
• Assure that all documents are directed to the appropriate destination in a timely manner
• Develop a working knowledge of investment products including the Capital Accumulation
• Guidelines (individual and group)
• Develop a working knowledge of insurance products

QUALIFICATIONS
• Bilingual in French and English is preferred but not necessary
• Proficient in Excel, Word and a working knowledge of data base systems
• Strong attention to detail
• Excellent interpersonal skills
• Exceptional time management skills
• Knowledge of the insurance Industry is not necessary but is an asset
• Post-Secondary Education in a related field

Benefits and access to retirement plan after probation period

Please forward cover letter and resume to: dwright@bujoldcolburn.com


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