Client Services Coordinator

Individual Wealth and Insurance Management

Are you ready to join a prestigious financial services firm with a legacy of excellence? ZLC Financial has been a trusted name in the Vancouver community for over 70 years, delivering tailored, independent advice to high-net-worth individuals, families, entrepreneurs, and successful business owners. We’re the firm in Vancouver that is relied on for both exceptional service and expert knowledge, and our staff and advisors are proud of the reputation they have built in Western Canada.

If you’re looking for a place where your contributions make a real impact, working to serve clients and leadership that trust, appreciate, and value your work-- join our team and be a part of our exciting future!

Job Summary: The primary purpose of this position is to provide administrative and technical support to the assigned advisor team and to provide the highest quality of service to clients.

Key Responsibilities – Life Insurance & Investments:

• Process new business applications for life insurance and investment products, including necessary documentation and follow-ups.
• Manage policy placement, replacements, conversions, and ensure all tasks are completed on time.
• Create and distribute term insurance anniversary and GIC maturity listings.
• Provide insurance quotes and prepare or update custom insurance and investment summaries using ZLC templates.
• Handle client deposits, fund switches, withdrawals, and PAC/SWP changes.
• Maintain comprehensive records in VirtGate, ensuring all transactions and follow-ups are updated.

Additional Responsibilities:

• Provide exceptional client service and resolve policy-related inquiries.
• Build strong relationships with insurance and fund companies, including case coordinators.
• Prepare and send client statements, summaries, and correspondence.
• Manage special projects and other duties as required by advisors.

Experience & Qualifications:

• 2 years experience in the insurance industry (specifically with life insurance or investment product service capacity)
• LLQP licence required (will consider applicants with the above experience and can support completion of LLQP Licence)

Skills & Abilities:

• Proficient in MS Office (Outlook, Excel, Word) with strong analytical, communication, and problem-solving skills.
• Exceptional organizational abilities with a keen attention to detail and the capacity to prioritize and multitask effectively in a fast-paced environment.
• Strong customer service focus, ensuring high-quality outcomes for both clients and the company.
• Proactive, adaptable, and eager to learn and grow within the organization.
• Able to work independently or as part of a team, maintaining professionalism and contributing to continuous improvement.

Reporting Structure:

Manager, Individual Wealth and Insurance Management

What makes us exceptional is that we live our values. ZLC Financial delivers financial success to our clients and enables the same growth goals for the people that make up our firm. Our clients love us, and our staff and advisory team love to work here. Success is accessible to everyone, and we believe that together both our staff and clients prosper.

This is full time, permanent position with a hybrid work model.

Job Type: Full-time

Salary: $68,000 - $80,000 depending on experience.

Benefits:

• Dental care
• Extended health care
• Paid time off
• RRSP match

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday