Client Service Associate

Communication - Marketing - Sales
Details:
Financial planning services
Administrative support
Technology proficiency
Bilingual
June 12, 2017
Updated on
July 25, 2017
Valid until

This role will leverage your excellent customer service, organizational, and financial planning skills to support the needs of our clients.

WealthBar is currently seeking a full time Client Service Associate to help with its fast-growing client base. This role will leverage your excellent customer service, organizational, and financial planning skills to support the needs of our clients. You will also work with our financial advisors team with communications and developing processes. This position is concurrently opened at our headquarter in Vancouver.

Responsibilities

       Provide financial planning services to clients

       Ensure clients receive the highest level of service

       Engage with clients via phone, email, and live chat

       Provide administrative support

       Optimize our external and internal documentation/processes

       Collaborate with financial advisors and developers in optimizing service    

Requirements

       Previous client facing experience

       Strong communication skills

       Bilingual(English and French)

       Awesome people skills and a positive attitude

       A very high level of technology proficiency(we are a technology company)

       Excellent time management and the ability to prioritize

       Have or are on track for CFP/PFP designation

       Have or are on track for LLQP insurance licencing