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.
- Strong 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.
