Customer Service Associate - ZR_29513_JOB

Job Description

This is a remote position.

JOB HIGHLIGHTS :

Monday - Friday : 9AM - 5PM EST with 1hr unpaid break

Job Description :

The CSA will support our advisory team with both administrative and client-facing tasks, ensuring smooth case progression, accurate record-keeping, and high-quality client service. The role offers on-the-job training and the opportunity to develop expertise in cross-border financial planning.

Tasks and Responsibilities :

• Prepare dealing instructions and benefit withdrawals
• Complete business submission checklists and assist with pipeline progression
• Prepare valuations, transaction summaries, and tax reclaim forms
• Maintain accurate digital records (Client Profile Form / Proof of Address / Proof of ID) on CRM / SharePoint / ShareFile
• Support investment review preparation and ad-hoc administrative tasks
• For client-facing CSAs : assist with meeting prep, note-taking, and follow-up actions; gather and input client financial data; customize reports; prepare insurance illustrations and pension transfer documents; and set up custodian accounts

Qualifications :

Independent Contractor Perks :

ZR_29513_JOB

Requirements

Tasks and Responsibilities : Prepare dealing instructions and benefit withdrawals Complete business submission checklists and assist with pipeline progression Prepare valuations, transaction summaries, and tax reclaim forms Maintain accurate digital records (Client Profile Form / Proof of Address / Proof of ID) on CRM / SharePoint / ShareFile Support investment review preparation and ad-hoc administrative tasks For client-facing CSAs : assist with meeting prep, note-taking, and follow-up actions; gather and input client financial data; customize reports; prepare insurance illustrations and pension transfer documents; and set up custodian accounts Qualifications : No prior industry experience required; on-the-job training provided Strong organizational skills and attention to detail Familiarity with Microsoft Office (Outlook, Excel, Word, PowerPoint) For client-facing roles : strong communication skills and willingness to learn financial planning software (Orion Planning) and insurance provider portals