Client Service Specialist

Job summary

Welcome clients and visitors, manage correspondence and calls, and provide administrative support to financial advisors and team members. Coordinate client meetings and related logistics, maintain client records and office supplies, and complete mail, banking, and other administrative tasks.

Job details

Client Service Specialist Cambridge, ON Job Type: Full-time Salary Range: 40,000-50,000 per year As a Client Service Specialist, you are the first point of contact for our clients, creating a welcoming space for all visitors. You will provide support to the financial advisors and team members, as you are an essential part of The Steele Group. As a Client Service Specialist, you will be the first point of contact between our clients and our company. This role is particularly well suited to dedicated self-starters who enjoy challenges, thrive on problem solving, and pride themselves in their excellent communication and interpersonal skills. Also, those who possess strong time-management and prioritization skills to work in a fast-paced environment. An understanding of the financial services sector would be an asset - particularly in areas such as Investments, Insurance, Company Benefits & Pensions. Duties and Responsibilities: Welcome clients and visitors to the office Distribute correspondence and redirect phone calls Ensure to execute all administrative tasks in a timely manner and with adherence to the highest quality standards Support the client relationship through interacting directly with team members and clients to ensure meeting readiness, including providing non-technical responses to client questions, as well as, guidance through set-up and ongoing use of online financial tools Maintain advisor calendars and schedule all virtual and in-person client-advisor meetings, including time, location and costs, based on client segmentation Plan the logistics of the client-advisor meetings outside of the office, including time and location, Coordinate client-advisor meeting services at the office such as, rooms, transportation, and food service (if required) Monitor client-advisor meeting activities to ensure satisfaction of all parties Prepare envelopes for mailings and complete post mailings as needed Prepare courier package for pick up, maintain postage in the postage meter Prepare, scan, send and receive forms Maintain marketing materials and office supply inventories, including ordering replacement as needed Maintain client database and electronic file management Perform bank deposits as required Complete miscellaneous administrative projects as needed Strong interpersonal skills to interact appropriately with all clients Time-management and prioritization skills to work in this fast-paced environment Technical Skills Windows 10 Microsoft Word 2018/365 Microsoft PowerPoint 2018/365 Microsoft Outlook 2018/365 Familiarity with the following programs is considered an asset: Content Management System (CMS): SalesForce.com Team collaboration software: Microsoft OneNote, Teams Calendar management software: Calendly Perks of the Job Competitive pay and vacation policy Group benefits after 6 months Group retirement savings plan Friday lunches

What you’ll do

Welcome clients and visitors, manage correspondence and calls, and provide administrative support to financial advisors and team members. Coordinate client meetings and related logistics, maintain client records and office supplies, and complete mail, banking, and other administrative tasks.

Requirements

The role calls for strong interpersonal and communication skills, effective time management and prioritization, and the ability to solve problems in a fast-paced environment. Familiarity with financial services is an asset, as are skills with Windows 10 and Microsoft Office applications; experience with Salesforce, OneNote, Teams, or Calendly is also an asset.

Benefits

• Competitive Pay
• Vacation Policy
• Group Benefits
• Group Retirement Savings Plan
• Friday Lunches

Listed skills

• interpersonal communication · Preferred
• Time management · Preferred
• Prioritization · Preferred
• Problem solving · Preferred
• Customer service · Preferred
• Administrative Support · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred
• Salesforce · Preferred
• Microsoft Teams · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Interpersonal Communication
• Time Management
• Prioritization
• Problem Solving
• Client Service
• Administrative Support
• Calendar Management
• Meeting Coordination
• Database Management
• Electronic File Management
• Microsoft Word
• Microsoft PowerPoint
• Microsoft Outlook
• Salesforce
• Microsoft OneNote
• Microsoft Teams

Job areas

• Customer Service & Support
• Administrative
• Finance & Accounting

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