Client Service Associate

Hamilton, ON

$50,000 - $60,000 annually

ABOUT US

STRIVE is a specialist recruitment firm offering proactive recruitment solutions in Accounting & Finance, Corporate Administration, and Manufacturing Operations. STRIVE supports various clients from small to medium-sized enterprises to Fortune 500 organizations for their permanent, contract, and temporary recruitment needs

THE ROLE

Our client is seeking a highly organized and detail-oriented Client Service Associate to join their growing team on a permanent basis. This role plays a key part in ensuring smooth communication between advisors, assistants, and insurance carriers. The ideal candidate brings experience from the insurance or financial services industry, a strong customer service mindset, and exceptional attention to detail.

ADVANTAGES

• Salary: $50,000 - $60,000 annually
• Hours: 9 AM - 5 PM, 1-hour lunch
• Permanent Role: Long-term career opportunity with growth potential
• Team: Friendly, supportive work environment
• Benefits: employer-paid benefits
• Vacation
• Fully on-site in Hamilton

RESPONSIBILITIES

Processing:

• Efficiently process applications, claims, and transactions
• Handle transfer forms, ensuring timely submission to receiving and relinquishing clients
• Manage NIGO notices and coordinate necessary corrections with perspective parties
• Set up new clients and accounts in the WealthServ system, ensuring the accurate uploading of documents
• Process electronic applications and documents from clients, ensuring proper setup of clients and accounts

Client Service:

• Serve as a liaison between advisors, assistants, and clients, providing timely updates and resolutions
• Assist advisors/assistants with form completion and submission procedures
• Proactively resolve inquiries and follow up on issues
• Provide contact information and support
• Handle incoming calls, directing them to the appropriate team member

Administration:

• Maintain organized folders for NIGO notices and processed documents
• Upload client statements from client portals
• Manage digital copies of applications and forms
• Assist with log-in credentials and password resets for internal systems

REQUIREMENTS

• Equivalent experience in the insurance or financial services industries
• 1-2 years of experience in the insurance/financial services industries, with experience working with insurance carriers
• Proficiency in Office 365; familiarity with back-office systems, particularly WealthServ, is a plus
• Strong attention to detail, time management, and communication (verbal and written)
• Bilingual in French and English is an advantage

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