Account Service Representative

Where Precision Meets Client Impact

At Aeternus, precision matters because our clients depend on it.

As an Account Service Representative , you’ll be a core member of a high‑performing, client‑focused team, partnering closely with a Senior Advisor and Manager, Client Accounts to deliver exceptional outcomes.

You’ll play a critical, hands‑on role in bringing sophisticated life insurance strategies to life—supporting Canada’s most successful business owners as they protect, grow, and transition their wealth.

This role goes beyond support. It’s a launchpad for those who thrive on detail, move with urgency, and take pride in getting things done right. If you’re driven by excellence, energized by accountability and proactive ownership, and genuinely passionate about client success, this role offers the opportunity to make a meaningful impact while building a strong, long-term career.

What you will do

• Partner with the client-focused team to implement and manage life insurance policies that deliver lasting value for the client.
• Drive client files forward by coordinating across internal teams and external partners, maintaining visibility over timelines, dependencies, and next steps.
• Prepare key documentation and data, ensuring information is accurate, complete and maintained in the CRM database in accordance with legal and regulatory requirements.
• Contribute to solution modeling, analysis, and strategic discussions by supporting the preparation and review of client materials.
• Plan and prepare policy renewals and ongoing servicing activities with precision, supporting a consistent and high-quality client experience.
• Act as a reliable point of follow-through and quality control, proactively identifying issues, escalating as needed, and taking initiative on work that supports client success and overall team performance.

What You Bring

• A certificate or diploma in Accounting, Finance, Business Administration, Paralegal Studies, Legal Administration, or a related field.
• Experience in financial services, a legal or professional services environment, or a detail‑driven administrative role.
• Strong familiarity with document preparation, regulatory or legal forms, and managing sensitive client information with discretion.
• Completion of the Life Licensing Qualification Program (LLQP) is an asset.
• Strong proficiency in Microsoft 365, including Excel, Word, PowerPoint, Outlook, and SharePoint.
• A client‑first mindset with exceptional attention to detail and follow‑through.
• Clear, confident communication skills and a collaborative approach to teamwork.
• Strong critical‑thinking skills and a proactive, solutions‑oriented mindset.

Why join Aeternus?

Aeternus is a growing, entrepreneurial firm built to serve Canada’s most successful business owners with clarity, rigor, and purpose. We move quickly, think strategically, and hold ourselves to a high standard.

Here, your work matters. Your ideas are valued. And your career progression is driven by impact—not tenure. If you’re looking for an environment where you can grow, contribute meaningfully, and be part of a team that delivers real results for clients, you’ll feel at home here.

Let’s start the conversation. Apply now or reach out to learn more.

Aeternus is proud to be an equal opportunity employer. We are committed to building an inclusive environment where all individuals feel respected, supported, and empowered to succeed.