Client Service Coordinator

iA Financial Group; Vancouver; On-site; CAD 50,000 - 54,000; Full time

Benefits offered by this job

Flexible group insurance

Competitive pension plan

Stock purchase plan

Vacation days

Wellness/personal development days

Telemedicine

Employee assistance program

Ergonomic furniture program

Performance bonus

Discounts on iA products

Job summary

iA Financial Group in Vancouver is seeking a Client Service Coordinator to support the daily operations of the Client Service team and ensure a seamless experience for clients.

You will screen and distribute emails, manage mail and document flow, update client information, and communicate with clients by phone and email. The role offers a hybrid work environment and requires advanced proficiency in both French and English.

Qualifications

• Experience in administrative support, client service, or related environment.
• Advanced proficiency in both French and English, written and spoken.
• Ability to commute to the Vancouver office daily.
• Strong organizational skills and attention to detail.
• Excellent communication and professionalism with clients and colleagues.

Responsibilities

• Screen and distribute emails to the appropriate team members for action.
• Sort, scan, and distribute incoming mail and documents to various stakeholders.
• Print correspondence generated through the document generation system and prepare client packages for mailing.
• Research and update client information related to returned mail, address changes, and payment information within established guidelines.
• Communicate with clients by phone and email to obtain required information and provide support.
• Support Client Service Specialists by assisting with service queues during lunch periods, vacations, and peak business volumes.
• Manage document imaging and administrative tasks that contribute to the efficiency of daily operations.
• Collaborate with internal teams to ensure timely and accurate client service delivery.

Skills

Bilingual in French and English

Customer service orientation

Communication skills

Organizational skills

Attention to detail

Adaptability

Teamwork

Job description

Build the future with us

Are you passionate about delivering exceptional client service and contributing to a company whose purpose is to help clients feel confident and secure about their future? As a Client Service Coordinator, you will play an important role in supporting the daily operations of the Client Service team and ensuring a seamless experience for clients.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you’ll accomplish with us

As a Client Service Coordinator, you’ll be at the core of our mission. Here are the main responsibilities:

• Screen and distribute emails to the appropriate team members for action.
• Sort, scan, and distribute incoming mail and documents to various stakeholders.
• Print correspondence generated through the document generation system and prepare client packages for mailing.
• Research and update client information related to returned mail, address changes, and payment information within established guidelines.
• Communicate with clients by phone and email to obtain required information and provide support.
• Support Client Service Specialists by assisting with service queues during lunch periods, vacations, and peak business volumes.
• Manage document imaging and administrative tasks that contribute to the efficiency of daily operations.
• Collaborate with internal teams to ensure timely and accurate client service delivery.

What could accelerate your success in this role

We’re looking for someone who:

• Is known for their strong organizational skills and attention to detail.
• Able to commute to the office on a daily basis.
• Stands out for their customer service orientation and ability to actively listen to clients.
• Demonstrates strong communication skills and professionalism when interacting with clients and colleagues.
• Is recognized for their adaptability, flexibility, and willingness to learn new processes.
• Demonstrates sound judgment and the ability to recognize when issues require escalation within established parameters.
• Works effectively both independently and collaboratively within a team environment.
• Has experience in administrative support, client service, or a related environment (considered an asset).
• Has a keen interest in continuous improvement and contributing ideas to enhance processes.
• Advanced proficiency in both French and English is required, as the incumbent will be required to communicate verbally and in writing with clients and internal and external partners in both languages on a daily basis.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

The typical hiring range for this position is between 50 000 and 54 000$; base salary may vary depending on knowledge, skills, years of experience, and internal equity. In addition to base compensation, this position may be eligible for a corporate bonus program and a comprehensive benefits package, including group insurance, a retirement savings program, flexible time off, and wellness programs.