This role is responsible for managing the end-to-end client service experience in the

insurance and investment space. The ideal candidate will be highly organized, detail oriented,

and capable of handling a high volume of tasks with precision and

professionalism. This position requires strong communication skills, the ability to multitask,

and a proactive approach to client and case management.

Skills & Qualifications

 Strong organizational and time management skills

 Excellent written and verbal communication

 Experience in investment and insurance servicing preferred

 High attention to detail and accuracy

 Ability to manage multiple priorities in a fast-paced environment

 Document management tools, Microsoft Office, Excel