Client Relations Coordinator Location: Montreal About the Opportunity We are currently recruiting for a Client Relations Coordinator to join an established financial services and wealth advisory practice. This individual will play an integral role in supporting the advisor with day-to-day client service, insurance and investment administration, transaction coordination, and business development support. Acting as a key point of contact for clients, the successful candidate will help ensure a seamless client experience while allowing the advisor to focus on client relationships, strategic advice, and business growth.

Key Responsibilities Client Service & Relationship Management Serve as a primary point of contact for clients, responding to inquiries and coordinating requests in a timely and professional manner. Proactively manage client communications, follow-ups, and ongoing service requirements. Maintain accurate and up-to-date client records and documentation.

Assist clients with insurance claims, including disability and death benefit claims. Coordinate with insurance companies, product specialists, and external service providers to resolve client issues. Prepare client presentations, financial plans, projections, and supporting documentation.

Insurance & Sales Support Prepare client meeting materials by reviewing client information, obtaining insurance quotes, and identifying potential planning opportunities. Coordinate insurance applications, underwriting requirements, and outstanding medical documentation. Liaise with insurance carriers to resolve underwriting, policy issuance, and contract administration issues.

Complete insurance needs analyses, including disability, income replacement, and business overhead expense coverage.



Monitor pending applications and ensure appropriate follow-up throughout the underwriting and policy issuance process. Support the advisor with business development initiatives and ongoing portfolio management.

Administrative & Operational Support Maintain client information, account records, and summaries within the CRM system. Process administrative policy changes, including ownership transfers, assignments, banking updates, and beneficiary changes. Coordinate annual premium collections and related follow-ups.

Prepare insurance policy information and cash surrender value reports for accounting purposes. Maintain organized electronic client files and ensure documentation is accurate and complete. Track sales, commissions, and production reports.

Review client paperwork for accuracy and completeness prior to submission. Ensure all activities adhere to internal procedures, regulatory requirements, and compliance standards.

Qualifications &

Experience Previous experience in financial services, wealth management, insurance, or a financial advisory practice. Working knowledge of insurance and investment products. Understanding of insurance administration, underwriting, and policy servicing. Familiarity with compliance requirements and regulatory procedures.

Experience using CRM systems and Microsoft Office applications. Solid organizational skills with the ability to manage multiple priorities. Excellent written and verbal communication skills. Strong analytical and problem-solving abilities. High attention to detail, professionalism, and discretion when handling confidential client information.

The Ideal Candidate The ideal candidate is proactive, detail-oriented, and genuinely enjoys working with clients. They take ownership of administrative and operational responsibilities, anticipate client needs, and are comfortable working independently while supporting an advisor in a fast-paced financial services environment.

📌 Insurance Client Relations Coordinator (Montreal)
🏢 The Vantage Talent Group
📍 Montreal