Remote Managed Client Services Manager

ZLC FINANCIAL; Vancouver; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

ZLC Financial, une société de services financiers de renom à Vancouver, recherche un Coordonnateur des Services aux Clients pour offrir un support administratif à l'équipe. Ce poste exige un engagement à fournir une qualité de service exceptionnelle et à gérer des projets en relation avec les compagnies d'assurance. Le candidat idéal aura une expérience dans l'industrie de l'assurance, possédera une licence LLQP ou sera soutenu pour l'obtenir, et devra être compétent en MS Office.

Benefits

Dental care

Flexible work model

Qualifications

• 2 ans d'expérience dans l'industrie de l'assurance (assurance vie ou service de produits d'investissement).
• Licence LLQP souhaitée (mais soutien à l'obtention possible).
• Proficient in MS Office avec de solides compétences analytiques.

Responsibilities

• Fournir un support administratif et technique à l'équipe d'advisors.
• Gérer le placement de polices, remplacements et conversions.
• Construire des relations solides avec les compagnies d'assurance.

Skills

Analytical skills

Communication skills

Problem-solving skills

Customer service focus

Education

LLQP licence

Tools

MS Office

Job description

Client Services Coordinator Individual Wealth and Insurance Management Are you ready to join a prestigious financial services firm with a legacy of excellence? ZLC Financial has been a trusted name in the Vancouver community for over 70 years, delivering tailored, independent advice to high-net-worth individuals, families, entrepreneurs, and successful business owners. We’re the firm in Vancouver that is relied on for both exceptional service and expert knowledge, and our staff and advisors are proud of the reputation they have built in Western Canada. Job Summary : The primary purpose of this position is to provide administrative and technical support to the assigned advisor team and to provide the highest quality of service to clients. Manage policy placement, replacements, conversions, and ensure all tasks are completed on time. Provide exceptional client service and resolve policy-related inquiries. Build strong relationships with insurance and fund companies, including case coordinators. Manage special projects and other duties as required by advisors. 2 years experience in the insurance industry (specifically with life insurance or investment product service capacity) ~ LLQP licence required (will consider applicants with the above experience and can support completion of LLQP Licence) Proficient in MS Office (Outlook, Excel, Word) with strong analytical, communication, and problem-solving skills. Strong customer service focus, ensuring high-quality outcomes for both clients and the company. Manager, Individual Wealth and Insurance Management This is full time, permanent position with a hybrid work model. Job Type : Full-time Dental care Flexible Language Requirement : ~ French not required Monday to Friday

Create a job alert for this search