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.
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
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