Drive exceptional client experiences with a Commercial Client Service Advisor position. This role emphasizes operational excellence and the ability to resolve client inquiries efficiently.

As the primary contact for an assigned client portfolio, you will manage daily operations, delivering accurate service and exceeding expectations. This position requires strong self-management, disciplined time management skills, and the capability to thrive in a high-volume environment while ensuring compliance and quality service.

Key Responsibilities:
• Own daily operational servicing for client portfolios
• Resolve client service requests promptly and professionally
• Ensure tickets meet client expectations and standards
• Prioritize workload to manage competing deadlines




• Anticipate service volumes and adjust priorities accordingly

Requirements:
• 3–5 years of experience in Client Service or Financial Services
• Bachelor’s degree in Business, Finance, or related discipline preferred
• Solid problem-solving and time management skills
• Proficiency in Microsoft Office and banking platforms
• Ability to analyze data and report effectively

Excel in client service and drive operational success by focusing on problem resolution and service improvement.
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📌 Commercial Client Service Advisor Role (British Columbia)
🏢 Insight Global
📍 British Columbia