Customer Success Specialist in Financial Services
Location
halifax, halifax county
Job Type
Full-time
Category
Other-General
Posted
June 19, 2026
Drive client satisfaction at Black Star Wealth as a Customer Success Specialist in Financial Services. This role highlights client communication, application processing, and detailed record-keeping.
You will play a pivotal role in supporting clients with your 3-5 years of experience in client service. Responsibilities include managing communications, assisting in financial planning processes, and preparing essential documents for insurance and investment services. Attention to detail and strong organizational skills will be key in maintaining client records and schedules.
Key Responsibilities:
• Respond professionally to client communications
• Schedule and manage clients' meetings with advisors
• Track and process insurance applications through completion
• Draft and send out policy delivery packages
• Assist clients with onboarding and financial analysis
Requirements:
• 3-5 years in client service or administrative roles
• Life Licence Qualification Prog...
You will play a pivotal role in supporting clients with your 3-5 years of experience in client service. Responsibilities include managing communications, assisting in financial planning processes, and preparing essential documents for insurance and investment services. Attention to detail and strong organizational skills will be key in maintaining client records and schedules.
Key Responsibilities:
• Respond professionally to client communications
• Schedule and manage clients' meetings with advisors
• Track and process insurance applications through completion
• Draft and send out policy delivery packages
• Assist clients with onboarding and financial analysis
Requirements:
• 3-5 years in client service or administrative roles
• Life Licence Qualification Prog...