Sagium is an expert team of Calgary-based wealth and risk management professionals who help high net worth families and business owners prudently grow, manage, and preserve their wealth.

Sagium is looking for a candidate that has basic knowledge of personal finance and insurance administration principles, is an excellent communicator and shows outstanding attention to detail. If you are looking for a company that lives through corporate values that reflect your own, has excellent growth potential Sagium is a great fit for you. As a Client Services individual, you are a key part of the Operations Team. In this role, you will be the first point of client contact at the firm and responsible for executing with the client service team on various administrative tasks to create efficiencies within the client service process. You will report to the President and work under the guidance of the President to meet the operations needs of our firm.

GENERAL RESPONSIBILITIES

·         Point of contact for all Sagium clients, sales team, and external partners and accountable to deliver an EXCEPTIONAL client experience.

·         Proactive client service to process new applications, maintain existing policies and financial plans.

·         Liaise with Carriers and Financial Institutions to gather client and policy data.

·         Prep and review all meeting material for content, typos etc.

·         Effective member of the team that ensures all activities, next steps, notes, and tasks are captured in Sagium’s CRM system.

SKILLS AND COMPETENCIES

·         Post-Secondary Education in Business, Operations or Financial Services is an asset.

·         1-3+ years of experience working within a personal financial and/or insurance administrator position

·         Proven relationship management and interpersonal skills.

·         Excellent communication skills; both written and verbal.

·         Excellent organizational, project management and multi-tasking skills.

·         Ability to act with discretion and professionalism with confidential information.

·         Extensive MS Suite skills and Salesforce CRM experience advantageous.

Please email: careers@sagium.com with your resume. 

For more information on our firm visit our website sagium.com

We thank all applicants for their interest and all submissions will be held in strictest confidence; only those selected for interviews will be contacted.