Full-Time Client Services Administrator
Job Description
OVERVIEW:
Jones DesLauriers (JD) Consulting, a Navacord Company, is a multidisciplinary, professional services corporation offering the highest standard of service in industry-leading insurance and financial management for corporations and individuals alike with unparalleled personalized care and service.
Our people are the foundation of our organization. We encourage and foster an environment that supports professional, personal and social development. We continually invest in the education of our people to further develop their talent and deliver a superior client experience. As a JD Consulting team, you can expect to benefit from the mentorship of seasoned and passionate professionals and work with like-minded, results-driven colleagues.
POSITION SUMMARY:
The Client Service Administrator is responsible in supporting Consultants, Account Executives and the Client Relationship Consultant with day-to-day service associated with group retirement accounts and individual members.
RESPONSIBILITIES:
- Manage the JD Consulting intake email address and toll-free phone line.
- Assist members with general inquiries, process change requests, transfers, withdrawals and quarterly reporting.
- Update client databases by processing all types of client changes.
- Overall responsibility and accountability for the Client Relationship Management tool.
- In preparation for a client annual review, assist with any paperwork and/or member packages that the Consultants/Account Executives require.
- Interact with individual members and insurance/financial companies to address all inquiries in a timely manner.
- Update the model portfolios and fee pricing changes as directed by the Director of Analytics and Governance.
- Ensure Record Keeper’s fee changes match the pricing worksheet.
- Provide updates on industry trends.
- Coordinate and facilitate internal monthly meetings.
- Deliver outstanding customer service in a professional manner.
REQUIREMENTS:
- Minimum 1-2 years of industry experience.
- Mutual Fund and/or Life License not required, however, would be of benefit.
- Bilingual (French/English) preferred.
- University business degree preferred.
- Knowledge of retirement and banking products and services.
- Proficient in Microsoft Office suite tools like Word, Excel, PowerPoint etc.
- Excellent communication, attention to detail and interpersonal skills.
JDIMI Consulting is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.
How to Apply
Interested candidates should submit their resume to: careers@jdimi.com187 total views, 1 today
