Elevate your career as a Client Services IFS Administrator at People Corporation, specializing in individual financial services. This role focuses on supporting advisors and ensuring seamless client communications with timely processing of service requests.
As a vital part of the Individual Financial Services division, you will manage client service requests, current business processing, and operational support. Your responsibilities will include maintaining accurate records, ensuring compliance, and providing top-notch administrative assistance to advisors. Your proactive approach will significantly enhance client responsiveness and operational efficiency.
Key Responsibilities:
• Process client service requests and maintain accurate documentation
• Review and submit new business applications with compliance
• Provide updates and support to advisors on file status
• Maintain organized electronic records for privacy compliance
• Support operational and data tracking initiatives for efficiency
Requirements:
• Minimum 2 years' experience in financial services or insurance
• Must have experience in Individual Insurance field
• Proficient in Excel, DocuSign, and Copilot
• Strong attention to detail and organizational skills
• Ability to manage and process documents accurately
Embrace the challenge of improving service efficiency while supporting clients and advisors in your role at People Corporation.
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