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 workplace. 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 Power Point 2018/365
- Microsoft Outlook 2018/365

Familiarity with the following programs is considered an asset:

- Team collaboration software: Microsoft One Note, Teams

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📌 Client Service Specialist (Cambridge)
🏢 The Steele Group
📍 Cambridge