Client Communication Coordinator

Client Communication Coordinator

Our client is a well-established and well-respected insurance and financial planning business in Edmonton. We are looking for an experienced and highly motivated Client Communication Coordinator to join their team and help meet the financial goals of their unique and interesting niche of health professionals. This could be a full-time or part-time role for the right candidate.

Who You Are

• You are an excellent communicator – You know how to communicate to get the job done, verbally and in writing. You can be clear and friendly when working with prospects, clients and team members. You read between the lines and understand what isn’t being said just as well as what is. You deal with objections well and have an eye for sales opportunities.
• You’re a multi-tasker – You can handle multiple tasks and administrative responsibilities seamlessly and you have the skills to manage processes, expectations and timelines.
• You are self-motivated – You are eager and willing to take on any challenges. Whether in-office or remote, you have the discipline to remove distractions and work effectively with the team.
• You are a great person – You’re the type of person everyone wants on their team because of your positive attitude. You enjoy pitching in wherever you’re needed to help clients and get the work done – ‘not my job’ isn’t in your vocabulary.

Key Responsibilities

• Book client meetings for the firm’s financial advisors.
• Book prospect meetings, acting as the initial point of contact from the firm following an advisor presentation.
• Prepare documents and files for all client and prospect meetings.
• Manage the calendars of the firm’s financial advisors.
• Communicate clearly, professionally and confidently with prospects and clients over the phone, email, text and in-person.
• Perform a variety of administrative duties, including retrieving and/or generating documents for client and prospect meetings.
• Use digital systems, including the Customer Relationship Manager (CRM), to support your role, manage processes and exchange information with the team.
• Maintain confidential client records and files.
• Serve as a back-up for other jobs as necessary.
• Perform other administrative duties as required.

Qualifications and Experience

• 3+ years of experience in a client service role, with an emphasis on contacting prospects and clients to schedule meetings.
• Experience in the financial services industry – particularly with Life Insurance and Living Benefits – would be a tremendous asset.
• Post-secondary education would also be a tremendous asset.
• Outstanding verbal and written communication skills, with some sales skills, including the ability to secure meetings with prospects and clients and handle objections in a logical and friendly manner.
• Exceptional customer service whether interacting with clients or providing support to advisors, sales processes and business development.
• Ability to complete intricate administrative tasks completely and correctly with minimal supervision.
• Strong time management and organizational skills. You can prioritize tasks efficiently and have exceptional attention to detail and accuracy in your work.
• Strong decision-making and interpersonal skills.
• Self-motivated and a great team player.
• Completion of post-secondary education.
• Some knowledge of database software including Customer Relationship Managers (CRMs) would be an asset.
• Ability to adapt to new software and systems.
• Proficiency with the Microsoft Office Suite.

Compensation

Compensation will be commensurate with experience. Along with the base salary, our client’s typical compensation package includes flexible scheduling with an ability to work in a hybrid or fully remote capacity, vacation, paid time off, on-site parking, company events, and employee benefits, including extended health care, dental and life insurance.

Work Environment and Time Management

This role offers a flexible working environment that supports either hybrid (part in-office and part remote in Edmonton area) or fully remote employees. Full-time candidates must be available for fully-focused work within regular working hours Monday to Friday. Part-time candidates must be available on-demand during regular working hours to support business needs. Up to once per month, working hours may differ slightly and require evening work – typically to join a one-hour virtual presentation.

How to Apply

If this position sounds like a fit for you, please apply to this posting on LinkedIn. This is a key position on our client’s team, so we will move quickly once the right candidate is identified.

About Our Client

Our client has been in the financial services industry for more than 25 years, providing financial planning, insurance and investment support to their unique niche of health professionals, as well as other business owners. They have a passion not just for their clients, but for the financial services industry and professionalism, serving over the years as volunteer leaders for many industry associations that are upholding professional conduct and ethical standards for Financial Advisors in Canada.

Job Types: Full-time, Part-time

Salary: $45,000.00-$55,000.00 per year

Benefits:

• Dental care
• Extended health care
• On-site parking
• Paid time off

Schedule:

• Monday to Friday

Education:

• Bachelor's Degree (preferred)

Experience:

• client and prospect booking: 3 years (preferred)

Work Location: Hybrid remote in Edmonton, AB T5S 2J1