Client Support Associate

Location: Victoria, BC

time and type: Full time

Working Arrangement: Hybrid

Job Industry: Financial Services, Insurance

Schedule: Regular schedule 8:30 am to 4:30 pm*

- There may be times when additional work beyond the normal work-day is required

We are looking for a charismatic full time Client Experience Associate who is a savvy communicator and meticulous with details. We are a growing office and looking to add to our team.

Redcliffe Financial is a well-established financial services firm, providing trusted advice to employers in delivering exceptional group benefits and group retirement savings programs to employees. You’ll work closely with Redcliffe Financial’s Advisors to manage existing clients and develop and implement new business. You’ll engage directly with clients to offer support and proactively improve the client experience. This is an extremely important role within the Redcliffe team as you are often the first point of contact for our clients.

If you are looking for a long-term career in financial services, this position is for you. This is a fantastic long-term opportunity to learn the financial services business, grow your skills, and join an evolving business.

What you will do : Service the Clients

- Interface directly with clients throughout customer lifecycle
- Respond to and resolve client requests and support inquiries
- When unable to resolve client requests, introduce the appropriate Advisor, Partner or Vendor for assistance
- Assist clients with establishing new accounts and managing existing accounts
- Notify clients about new or changes to products or services.
- Continually provide follow-up and feedback to clients to ensure resolution
- File and organize client information and documents
- Maintain databases of client information




- Ensure that regulatory rules and best practices are being followed

Support the Advisors

- Work closely with team members to successfully manage and support the firm’s in-force block of business
- Provide sales support to Advisors during/after installation of new and amended plans
- Provide administrative support for Advisors
- Schedule appointments and meetings for Advisors
- Draft written or electronic communications on behalf of Advisors
- Prepare for client-Advisor meetings
- Work with Advisors on client plans/reports
- Attend client-Advisor meetings
- Support campaigns, initiatives and ad-hoc projects as determined by the leadership team
- Organize client events (digital and in-person) on behald of advisors

Perform Administration

- Utilize software for administrative and technical projects
- Prepare necessary materials for reports, meetings and presentations
- Use knowledge of company operations to communicate with stakeholders inside and outside the company
- Set up and maintain filing system, including confidential data and ensure records are accurate and up-to-date
- Maintain accuracy, confidentiality, privacy, and integrity at all times
- Share ideas with team members that could improve service delivery and processes
- Actively participate in team meetings and share feedback in a constructive manner

Who you are : Your Hard Skills and Qualifications:





- You have a post secondary degree or diploma and 1-3 plus years of administrative and/or client service experience in a business environment
- Strong computer skills and a solid ability to learn new software systems
- You have excellent Microsoft Office skills, including Outlook, Word, Powerpoint, Excel, CoPilot
- You have full professional fluency in English

Your Soft Skills and Character Traits

- You have superior oral and written skills and are an effective listener
- You have an optimistic outlook and have a positive approach to work
- You possess strong organizational and time management skills
- You are self-motivated and you strive for excellence
- You have a natural curiosity and enjoy learning
- You are resilient and able to work with iminent deadlines
- You are team-oriented, collaborative, and accountable
- You are passionate about providing great service

Bonus Skills or Experience - Financial Services

- You have client service experience within a Financial Services firm
- You have experience in a service-related role within group benefits, group retirement and/or individual insurance.

Bonus Skills or Experience - Design + Marketing

- You have proficiency with visual storytelling with an eye to brand consistency
- You have an ability to turn complex concepts into transparent visuals
- You have proficiency with Canva, PowerPoint + light Adobe skills
- You have strong copywriting skills
- You have experience with social media content planning and execution

What can we offer you?

- A competitive base pay compensation of $50,000 - $70,000*
- Excellent health and dental benefits
- $500 health spending account
- Employer matched group retirement savings program
- Professional training & development opportunities
- A focus on growing your

📌 Client Experience Associate (Victoria)
🏢 Redcliffe Financial
📍 Victoria