Customer Relations Coordinator

As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client's success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their financial future.

We want the best for our clients and their families, and value strong, long-term relationships that are built on understanding their unique situations.

Our experience and insight allow us to create tailored financial plans based on each of our client's unique financial needs.

We are committed to building long-term financial wealth and to guiding our clients every step of the way.

We are looking to hire an Customer Relations Coordinator to support our financial planning practice.

Elite Wealth Management Inc. strives to consistently supply the highest quality of service to our clients. We provide unbiased investment and insurance solutions custom-tailored to your individual needs and objectives.

Our website: https://elitewmg.com

Duties and Responsibilities:

• Check and reply to email in a timely manner
• Communicate with clients by telephone calls and emails in a timely manner, and support to Financial Advisor's clients or related parties who would like to contact Financial Advisor
• Arrange, contact, follow up Financial Advisor's clients' appointments. Handle room bookings and other facilities arrangement (e.g., zoom link), prepare related documents (e.g., Advisor Disclosure Form) for Financial Advisor's client meetings
• Support Financial Advisors to fill in application forms of iA, Canada Life, Sun Life, Manulife, Equitable Life, B2B Bank etc. for clients
• Ensure all compliance paperwork is in order
• Assist in Financial Advisor in opening mutual fund account and handling fund switch of mutual fund for clients
• Assist in Financial Advisor in handling fund switch of segregated fund of different carriers for clients
• Generate product page from company CRM system
• Prepare account review meeting with clients
• Prepare cash surrender value (CSV) for corporate clients on the last working day of each month
• Upload client's recent photo, driver's licence and Advisor Disclosure Form on company CRM system
• Handle all Financial Advisors' pending cases
• File handover from Paraplanners (standardize package/template) to follow up client's matters (e.g. fill in client's application)
• Responsible and keep proper filing for both internal and external correspondence related to Financial Advisor's clients
• Carry out other ad-hoc duties as required

Qualifications:

• Fluency in English and Cantonese required
• Degree in Business Administration or equivalent
• Two years of relevant experience in the insurance, and/or financial industry
• Knowledge of mutual fund/investment products
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office application, including Word, Excel, PowerPoint and Teams
• Attentive to detail and well organized
• Ability to work independently and efficiently in a fast-paced environment
• Proactive personality
• Capable to handle and prioritize multiple projects simultaneously

Job Types: Full-time, Permanent

Salary: $47,000-$54,600 per year subject to working experiences

Benefits subject to years of service:

• Group extended health & dental benefit plan
• Group life insurance
• Group retirement savings plan matching
• Critical illness insurance
• Course subsidy program