Join Charles Lavergne Financial Solutions as a Service Associate, where your strong customer service skills will shine. Provide exceptional support and administration to the Advisor, fostering client trust.This Service Associate role is pivotal for applicants who aim to support financial advisors while delivering superior client service. You will work directly under the Advisor, assisting with client meetings and operational goals, while enhancing business development initiatives through effective prospecting and outreach. Organized individuals with excellent communication skills will thrive in this supportive role, contributing to a positive client experience.Key Responsibilities:Partner with Advisor to meet client service goalsDeliver outstanding client service via phone, email,



and in personCreate prospecting lists and make outbound callsSchedule and assist in meetings with clientsCompile production statistics and manage client filesRequirements:Life License Qualification Program (LLQP) completionPrevious customer service experience preferredBachelor's degree in Business Administration or related fieldProficient in Word, Excel, PowerPoint, and SalesforceExcellent communication and relationship-building skillsUse your customer service expertise and qualified demeanor to support Charles Lavergne Financial Solutions' success.

📌 Client-Focused Service Associate Role (Temiskaming Shores)
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📍 Temiskaming Shores