Client Service Specialist

Client Service Specialist page is loaded## Client Service Specialistlocations: Burlington, ONtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR82We are seeking a Client Service Specialist to join our Dobson & Toncic team in Burlington. The Client Service Specialist will provide support and assistance to the Senior Account Executive. This includes preparing and processing financial services proposals/statements in a timely manner; management of client documentation and client inquiries; and maintaining client files and all related information in secure client database. This role requires 4 days/week in office and will require some regional travel to visit clients.### ### # **The Client Service Specialist will:*** Provide confidential support to the Senior Account Executive* Prepare Marketing, Renewal and New Business Proposals for the Senior Account Executive* Act as a main point of contact for client’s enquiries; responding to client questions and re...