Hybrid Client Success Specialist - Insurance & Wealth

Black Star Wealth; Halifax; Hybrid; 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

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.