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Our client is looking for a Client Services Associate who has a strong financial acumen and enjoys working independently in a small office environment.

Responsibilities:

  • Administrative support for the President managing emails, schedules and appointments
  • Ability to prioritize workload to ensure all necessary communications are done in real time
  • Preparations of life insurance proposals for Clients
  • Complete and submit client’s life insurance applications on a compliant basis to the life insurance companies such as Sun Life Financial, Manulife Financial, Canada Life Financial, etc.
  • Follow up on the underwriting process for each application such as arranging paramedical, follow-up on Physician’s statements and all other underwriting requirements
  • Preparing financial disclosures such as income statements and net worth
  • Policy delivery requirements completed; commissions paid
  • Client services of in force book of policies, taking care of annual policy statements including updating banking ownership and beneficiary information
  • Attend to client service requests i.e. Update policy cash values for all client corporate year end, bank financing requests

Required Experience:

  • University degree or equivalent
  • Microsoft Suite: Office/Word/Excel/PowerPoint
  • Experience with ACT Database
  • Experience working in a private company
  • Customer service experience in dealing with high net worth Clients

Please send your updated cv to ccampbell@klopprichards.com if you are interested in this exciting opportunity.

Klopp Richards & Associates would like to thank all applicants in advance for their interest in this opportunity.


    • Location: Calgary
    • Date posted:
    • Pay:$- $ per hour