Client Service Coordinator

iA Financial Group•Vancouver, BC

1d•CA$50,000 - CA$54,000•Hybrid

About The Position

Build the future with us Are you passionate about delivering exceptional client service and contributing to a company whose purpose is to help clients feel confident and secure about their future? As a Client Service Coordinator, you will play an important role in supporting the daily operations of the Client Service team and ensuring a seamless experience for clients. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

Able to commute to the office on a daily basis.
Demonstrates strong communication skills and professionalism when interacting with clients and colleagues.
Works effectively both independently and collaboratively within a team environment.
Advanced proficiency in both French and English is required, as the incumbent will be required to communicate verbally and in writing with clients and internal and external partners in both languages on a daily basis.

Nice To Haves

Has experience in administrative support, client service, or a related environment (considered an asset).
Has a keen interest in continuous improvement and contributing ideas to enhance processes.

Responsibilities

Screen and distribute emails to the appropriate team members for action.
Sort, scan, and distribute incoming mail and documents to various stakeholders.
Print correspondence generated through the document generation system and prepare client packages for mailing.
Research and update client information related to returned mail, address changes, and payment information within established guidelines.
Communicate with clients by phone and email to obtain required information and provide support.
Support Client Service Specialists by assisting with service queues during lunch periods, vacations, and peak business volumes.
Manage document imaging and administrative tasks that contribute to the efficiency of daily operations.
Collaborate with internal teams to ensure timely and accurate client service delivery.