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 solid 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 officeDistribute correspondence and redirect phone callsEnsure to execute all administrative tasks in a timely manner and with adherence to the highest quality standardsSupport 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 toolsMaintain advisor calendars and schedule all virtual and in-person client-advisor meetings, including time, location and costs, based on client segmentationPlan 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 partiesPrepare envelopes for mailings and complete post mailings as neededPrepare courier package for pick up, maintain postage in the postage meterPrepare, scan, send and receive formsMaintain marketing materials and office supply inventories, including ordering replacement as neededMaintain client database and electronic file managementPerform bank deposits as requiredComplete miscellaneous administrative projects as neededStrong interpersonal skills to interact appropriately with all clientsTime-management and prioritization skills to work in this fast-paced environmentTechnical SkillsWindows 10Microsoft Word 2018/365Microsoft PowerPoint 2018/365Microsoft Outlook 2018/365Familiarity with the following programs is considered an asset:Team collaboration software: Microsoft OneNote, Teams

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