Service Associate

Job summary

Coordinate client meetings from preparation through follow-up, including preparing financial plans and reports, processing client requests and trade instructions, and completing meeting action items. Support advisors and clients with inquiries, calendar management, transfer tracking, insurance premium payments, and other administrative and practice management tasks.

Job details

Service Associate Cambridge, ON Job Type: Full-time Level: Intermediate Salary Range: 45,000-55,000 per year As a Service Associate, you will help bridge the relationship between the advisors and their clients. You are responsible for the start to finish process of client meetings and a vital part of the day-to-day operations of The Steele Group. This role provides top-notch customer service, addressing client inquiries and facilitating smooth interactions, thereby contributing to the firm's commitment to exceptional client experiences and financial success. We are seeking a skilled professional to join our team in a role that focuses on performance and expertise, rather than sales targets. This is an opportunity to showcase your abilities and contribute to our success without the pressure of meeting sales goals. If you are a motivated individual with a strong skill set and a desire to excel in a performance-driven environment, we would love to hear from you. Job Overview 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. An understanding of the financial services sector is an asset - particularly in areas such as Investments, Insurance, Company Benefits & Pensions. This role requires the ability to adapt quickly and comfortably to change and handle stress in a high-pressure environment with strong time-management and prioritization skills. Service Associates provide superior service by being proactive in meeting client needs. This role supports the client relationship through interacting directly with team members, advisors, and clients to ensure meeting readiness and successful completion of post meeting action items. This role also includes other practice management tasks on an as needed basis such as ad hoc research and completion of miscellaneous administrative projects. It's important to maintain a positive, friendly, and motivated environment within the team while adapting to our changing business needs. Company Overview We educate our clients - individuals, employees and human resource professionals - about the financial products available on the market today. We help our clients to make informed decisions about the options that are available to them in order to meet their specific needs. Our entire philosophy revolves around empowering our clients in their financial planning process for themselves, their employees or their families. We simply make your money work harder in everything we do. Duties and Responsibilities Prep OneNote Creation Update or Create Financial Plan shell Generate client reports Prepare Documents in preparation of meeting Ensure quality output is maintained with low ratio error reoccurrence Execute adhoc advisor requests Processing Ensure completeness and accuracy of all market-based trade instructions within MFDA Standards Responsible for execution and completion of all action items outlined in the advisor client meeting notes Actioning adhoc client requests Transfer tracking and follow up Responding and actioning client inquiries Processing Insurance Premium payments in a timely manner Complete post meeting notes/highlights Other Responsible for assisting with calendar management and managing client requests as needed Prepare and deliver monthly/quarterly client reports Sundry duties/projects as assigned Technical Skills Windows 10 Microsoft Office programs: Outlook, Word, PowerPoint, Excel Content Management System (CMS): SalesForce.com Calendar management software: Calendly Team collaboration software: Microsoft OneNote, Teams Qualifications Mutual Fund License, CSC preferred Perks of the Job Competitive pay and vacation policy Group benefits after 6 months Group retirement savings plan Friday lunches

What you’ll do

Coordinate client meetings from preparation through follow-up, including preparing financial plans and reports, processing client requests and trade instructions, and completing meeting action items. Support advisors and clients with inquiries, calendar management, transfer tracking, insurance premium payments, and other administrative and practice management tasks.

Requirements

The role calls for a self-starter with strong communication, interpersonal, problem-solving, time-management, and prioritization skills who can adapt to change and work effectively under pressure. Financial services knowledge, particularly in investments, insurance, company benefits, or pensions, is an asset; a Mutual Fund License is listed, with CSC preferred.

Benefits

• Competitive Pay
• Vacation Policy
• Group Benefits After 6 Months
• Group Retirement Savings Plan
• Friday Lunches

Listed skills

• Customer service · Preferred
• Client Relationship Management · Preferred
• Communication · Preferred
• interpersonal skills · Preferred
• Problem solving · Preferred
• Time management · Preferred
• Prioritization · Preferred
• adaptability · Preferred
• Attention to detail · Preferred
• report preparation · Preferred
• Administrative Support · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Client Relationship Management
• Communication
• Interpersonal Skills
• Problem Solving
• Time Management
• Prioritization
• Adaptability
• Stress Management
• Attention to Detail
• Financial Services Knowledge
• Investment Processing
• Insurance Processing
• Calendar Management
• Report Preparation
• Administrative Support

Job areas

• Customer Service & Support
• Finance & Accounting
• Administrative

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