Client Care Associate
Western Financial Group
Fairview, AB
Our Guiding Principles - Truthfulness, Fairness, Value, and Loyalty - have not changed since the day Western Financial Group was formed. The decisions we make, every day, are based on these Guiding Principles.

What does a Client Care Associate look like at Western?

The contributions our Client Care Associates make are key to the success of our business, and Western is committed to your personal and professional development. We encourage all employees to grow their careers within Western, so if you are ready to challenge yourself in a new role please apply.

Your success stems from the support you provide to your colleagues through your efficient handling of internal and external enquiries. You have the opportunity to be part of a collaborative and motivated team who all contribute to the achievement of business goals and targets.

Greet all clients and direct them to the appropriate colleague
Accept client payments and reconcile billing statements and payments
Ensure accurate entry of all client information and invoicing
Provide assistance to the Insurance Advisors and Account Executives as required
Continue self-development through industry training and community involvement

What we are looking for:
Being successful in this role requires an ability to recognize sales opportunities, deliver excellent service and contribute to a positive work environment by encompassing our Guiding Principles.

Insurance experience and Registries certification an asset
Ability to identify and implement best practices for administrative tasks
Superior multi-tasking skills, in a deadline driven environment
Proven history of professional communication, both written and verbal
Demonstrated ability to navigate multiple computer programs at once

Specifics:
Fairview, AB
Full Time – 35 hours/week