775 Dobson & Toncic Financial Services Ltd
Client Service Specialist with Proposal Expertise
Job Description
Join the financial services team as a Client Service Specialist, assisting the Senior Account Executive with key proposals and client management. Engage in this in-office role, requiring regional travel to meet clients.
The Client Service Specialist collaborates closely with the Senior Account Executive, preparing financial proposals, managing documentation, and serving as the primary point of contact for clients. Your exceptional communication skills will shine as you address inquiries swiftly and accurately while maintaining secure client records in the EPIC database. Continuous learning is encouraged through professional development.
Key Responsibilities:
• Support the Senior Account Executive confidentially
• Prepare and process proposals efficiently
• Respond promptly to client questions and requests
• Maintain accurate records in the database system
• Attend educational workshops and network professionally
Requirements:
• Minimum 2 years of experience i...
The Client Service Specialist collaborates closely with the Senior Account Executive, preparing financial proposals, managing documentation, and serving as the primary point of contact for clients. Your exceptional communication skills will shine as you address inquiries swiftly and accurately while maintaining secure client records in the EPIC database. Continuous learning is encouraged through professional development.
Key Responsibilities:
• Support the Senior Account Executive confidentially
• Prepare and process proposals efficiently
• Respond promptly to client questions and requests
• Maintain accurate records in the database system
• Attend educational workshops and network professionally
Requirements:
• Minimum 2 years of experience i...