Careers

Join a collaborative team supporting clients across wealth management, risk management, estate planning, and employee benefits.

Careers at Ciccone McKay

Join the Ciccone McKay team

Ciccone McKay Financial Group is an independent financial services firm with proven experience in risk management, wealth management, estate and business succession planning, and employee benefits.

We are a dynamic organization offering opportunity for continued education, growth, and personal development, competitive benefits and compensation, and a flexible, fun, and supportive work environment.

Current opportunity

Client Service Associate

Role type

Full Time, 40 hours per week

Location

In-office, Downtown Vancouver

Focus

Advisor, client, and operational support

Role overview

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 and 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

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
Working collaboratively with staff and communicating openly
Developing relationships with Ciccone McKay / Immix Group staff
Meeting personal and 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
Strong problem-solving skills; analytical and logical thinking skills
Ability to communicate clearly in writing and in person
Resourceful and investigative nature
Professional in appearance and demeanour

Application

Interested in the role?

If you believe you could be the right fit for this role, please contact Lindsay Byrka directly at lindsay@immixgroup.ca and include your cover letter and resume.

Apply by email Meet the team