Join the Ciccone McKay Team!

Ciccone McKay Financial Group is an independent financial services firm with proven experience in the areas of risk management, wealth management, estate and business succession planning, and employee benefits. Ciccone McKay is a dynamic organization offering:

• Opportunity for continued education, growth, and personal development
• Competitive benefits & compensation
• A flexible, fun, and supportive work environment

Job Description

Client Service Associate

Full Time, 40 hours per week; in-office (Downtown Vancouver)

Summary of Role

Use your knowledge and experience in the financial services industry to provide advisor, client and operational support, timely and accurate processing of new business applications and exceptional client servicing. Develop solid & lasting relationships with supplier partners, clients and team members.

Experience & Education Requirements

• 5+ years experience in financial services administration
• Licensed through Insurance Council of BC with LLQP
• Degree in business, finance, or a related field
• Proficient with Microsoft 365 (Teams, Word, Outlook, Excel etc.) and CRM systems
• Technologically savvy, with ability to use and learn various software and applications as required

Key Responsibilities

Administrative Support:

• Handle administrative and operational tasks related to client accounts
• Maintain accurate records and documentation

Client Onboarding and Support:

• Assist in the onboarding process for new clients
• Provide ongoing support and assistance to clients

Client Communication:

• Communicate with clients to gather necessary information and documents
• Ensure timely and accurate communication of information to clients

Operational Efficiency:

• Ensure that all client-related processes are executed efficiently and accurately
• Support the implementation of the client’s financial plan

Documentation and Reporting:

• Prepare and manage client documentation and reports
• Assist in preparing regular updates and reports for clients

Interpersonal Development

• Know key contacts and apply appropriate protocols when communicating with these key people
• Develop and maintain relationships with wholesalers, case coordinators, and underwriters
• Contribute to organizational teamwork by:
• Working collaboratively with staff and communicating openly
• Developing relationships with Ciccone McKay/ Immix Group staff
• Meeting personal/professional expectations and requirements
• Proactively ensure deadlines are established and met

Key Personal Skills

• Reliable, detail-oriented and diligent nature
• Strong organizational and communication skills.
• Ability to prioritize and manage multiple tasks effectively
• Perseverance, self-motivation, results driven
• Strong problem-solving skills; analytical and logical thinking skills
• Ability to communicate clearly in writing and in person
• Resourceful and investigative nature
• Personable, likeable, and outgoing personality
• Professional in appearance and demeanour, comfortable attending HNW client meetings

Contact Information

If you think you could be the right person for the job, please contact Lindsay Byrka directly at lindsay@immixgroup.ca. Please introduce yourself and attach a cover letter and resume