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 robust self-management, disciplined time management skills, and the capability to thrive in a high-volume workplace 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
Robust 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.
📌 Commercial Client Service Advisor Role Burnaby
🏢 Insight Global
📍 Burnaby
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