Job Title: Service Consultant
Reporting To: Service Team Manager

Job Description:
We are seeking a highly organized and detail-oriented individual to join our team as a Service Consultant. This role provides crucial administrative support to advisors, ensuring the efficient execution of all client service-related processes. The ideal candidate will be a proactive problem-solver with strong communication skills, capable of managing multiple tasks and maintaining a high standard of client service.

Key Responsibilities:

• Draw investments and risk quotes to assist advisors in offering the best solutions to clients.
• Prepare and organize new business files, including applications, for advisors.
• Submit new business applications and manage the entire process to ensure timely execution.
• Manage existing business queries, providing updates to advisors and clients promptly.
• Ensure compliance documents are received, properly stored, and organized.
• Perform general administrative duties across all product lines offered to clients.
• Liaise with product providers, clients, and suppliers to ensure smooth operations.
• Assist in preparing for quarterly and annual compliance audits, ensuring all necessary documentation is in place.