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 robust 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:
Team collaboration software: Microsoft OneNote, Teams

#J-18808-Ljbffr

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