Our wealth management client is hiring for a Client Services Associate to join their team on a full time permanent basis. This is an exciting opportunity working full time onsite downtown Ottawa.

We are seeking a Client Service Associate to support our growing group benefits business. This role involves general office duties, client file management, and group benefits administration, ensuring excellent service for our clients.

Key Responsibilities:
General Office Duties:

• Answer and direct phone calls

• Manage mail, faxes, photocopying, and scanning

• Maintain client files and perform data entry

• Order office supplies and provide personal assistant support as needed

Group Benefits Administration:

• Process employee enrollments and terminations

• Update employee information such as address, salary, beneficiaries, and dependents

• Issue monthly premium statements to select clients

Qualifications & Skills:

• Strong organizational, interpersonal, written, and verbal communication skills

• Proficient in Word, Excel, PowerPoint, and QuickBooks

• Self-motivated and able to work independently in an entrepreneurial environment

• Strong analytical and problem-solving abilities

• Ability to work under pressure and meet deadlines

• Proactive client service mindset

Compensation & Benefits:

• Competitive benefits package including pension plan

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals. All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.