Client Services Coordinator

David Aplin Group

  • Vancouver, BC
  • Permanent
  • Full-time
  • 1 month ago
Our client, a prestigious wealth management firm, is seeking a Client Administrative Service Specialist to join their growing insurance and investment support team. This is a fantastic opportunity to contribute to a high-performing, collaborative environment that values long-term growth, employee development, and client service excellence.If you're looking to join a stable and well-established firm with strong values, great mentorship, and career progression opportunities, apply today!Responsibilities
  • Prepare and verify documentation for insurance and investment application
  • Respond to client inquiries regarding policies, ownership changes, and premiums
  • Maintain communication records and assist with follow-ups through MS Teams and phone
  • Handling of the client deposits
  • Collaborate with 2-5 financial advisors depending on business needs
Qualifications
  • 3+ years of experience in individual life insurance
  • LLQP license (or willingness to obtain/reinstate shortly after hire)
  • Strong written and verbal communication skills
  • Detail-oriented, reliable, and able to manage multiple advisor workflows
Benefits & Perks
  • Hybrid work model with flexibility to choose your WFH days (after probation)
  • Comprehensive benefit coverage
  • Newly renovated office space with updated kitchen and lounge area
  • Competitive base salary plus bonu
David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.

David Aplin Group