Customer Success Specialist Insurance and Wealth

Black Star Wealth; Halifax; On-site; CAD 55,000 - 75,000; Full time

Job summary

A financial advisory firm is seeking a detail-oriented professional to support their administrative processes and deliver exceptional client service. The ideal candidate will have 3-5 years in a similar role, strong communication skills, and the ability to manage multiple tasks. This hybrid position offers flexibility and an opportunity to grow within a tech-forward organization focused on personalized wealth management strategies.

Qualifications

• 3-5 years of experience in a client service or administrative role in financial services.
• Life Licence Qualification Program (LLQP) preferred; must be willing to obtain certification if not certified.
• Strong organizational skills and attention to detail.

Responsibilities

• Respond to client emails and phone calls with professionalism and care.
• Schedule meetings and coordinate follow-ups with clients and advisors.
• Prepare and submit insurance applications; track progress and follow up as needed.
• Onboard new clients and guide them through the planning process.

Skills

Problem Solving Skills

Critical Thinking

Technology

Detailed Organization

Highly-organized

Education

Life Licence Qualification Program (LLQP)

Job description

We're looking for a highly organized, detail-oriented professional to support our insurance and investment advisory practice. You'll play a key role in delivering exceptional client service, managing administrative processes, and supporting financial planning activities. This is a hybrid position with the flexibility to become fully remote.

Responsibilities

• Respond to client emails and phone calls with professionalism and care
• Schedule meetings and coordinate follow-ups with clients and advisors
• Prepare and submit insurance applications; track progress and follow up as needed
• Draft and deliver Reason Why letters and policy delivery packages
• Maintain accurate and up-to-date client records and documentation
• Onboard new clients and guide them through the planning process
• Prepare investment and insurance paperwork for client signatures and carrier submission
• Process new investment accounts, trades, transfers, and transaction requests (segregated funds only)
• Assist with financial analyses and help draft financial plans
• Prepare for client meetings and manage post-meeting action items
• Use SideDrawer to securely exchange documents with clients

Qualifications

• 3-5 years of experience in a client service or administrative role in financial services
• Life Licence Qualification Program (LLQP) preferred; candidates without LLQP must be willing to obtain certification
• Strong organizational skills and attention to detail
• Excellent written and verbal communication
• Tech-savvy with the ability to learn new systems quickly
• Critical thinking and problem-solving skills
• A client-first mindset and a proactive approach to service

Skills

• Problem Solving Skills
• Critical Thinking
• Technology
• Detailed Organization
• Highly-organized

About Black Star Wealth

Black Star Wealth is seeking a driven and client-focused professional to join our team. As a trusted financial advisory firm, we empower individuals and businesses to build lasting financial confidence through personalized wealth management strategies. The ideal candidate will bring strong communication skills, a passion for helping clients achieve their financial goals, and a commitment to continuous learning in the financial services industry. This is an exciting opportunity to grow within a tech-forward organization that values relationships, innovation, and impact.