New job Client Service Associate in Manitoba
Client Service Associate
Company : Paul Craft Financial Inc.
Salary : $15 - $25 an hour
Location : Manitoba
Paul Craft Financial Inc.
Paul Craft Financial is a boutique Financial Services firm, specializing in the areas of insurance and financial planning
As part of a Dynamic Team at our Boutique Financial Firm, you will be responsible for administrative support to our Financial Advisors and client service in areas of insurance and financial planning.
- Client relations: Communication with clients by phone, email and in person
- Assisting with service requests and processing documentation for new and existing clients
- A more comprehensive role description will be provided to those selected for an interview
Education: Post Secondary Education is an Asset
Experience: Previous experience in an office environment, particularly financial services, is an asset
A good sense of humour is an asset
Proficient with Microsoft Office, especially Word, Excel, Outlook. Excellent verbal and written English communication skills. Accuracy & attention to detail. Ability to prioritize tasks and meet deadlines. Ability to work well with others. Demonstrated problem solving skills. Strong interpersonal skills. Must maintain strict confidentiality.
Reference ID: ADMIN 2021
Application deadline: 2021-09-30
Job Types: Full-time, Permanent
Salary: $15.00-$25.00 per hour
- Company pension
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- 8 hour shift
We follow the public health orders set out by the Manitoba Provincial Government
- Secondary School (preferred)
- administrative: 1 year (preferred)