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Added 8 mins ago
TM
Operations Controller – newly created role for this Producer!
The Mason Group - Strategic Search Partners
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The ideal candidate will bring strong IFRS knowledge, exceptional financial reporting skills, and preferably Spanish fluency. While industry experience is preferred, the client will also…
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Added 8 mins ago
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Added 8 mins ago
B
Accountant
BoomerangFX
Mississauga, ON
- Full-time
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Added 8 mins ago
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Front Desk Administrator
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- Part-time
Added 8 mins ago
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Staff Accountant, Assurance & Advisory – Richmond Hill
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- Full-time
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Added 8 mins ago
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- Volunteer
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Added 38 mins ago
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Added 38 mins ago
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Added 38 mins ago
IG
Operations Associate
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- $20 to $22 CAD / hour
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-Exceptional attention to detail and accuracy - errors may result in financial impact.
Added 38 mins ago
IG
Audit Coordinator
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Montreal, QC
- $30 to $35 CAD / hour
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Insight Global is seeking a bilingual Audit Coordinator to join a leading financial institution's Dealer Finance Operations team in Montreal. This team supports dealer finance operations…
Added 54 mins ago
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Added 54 mins ago
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Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
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BANKING ADVISOR
National Bank of Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time

The Steele Group

Client Service Specialist

Cambridge, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Mar 30, 2027
Posting language: English
Posted: Oct 1, 2026

Original job description

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

Apply About employer

More about this job

Responsibilities

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.

Skills

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

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Investments
Insurance
Company Benefits
Pensions
Client Service
Administrative Support
Meeting Readiness
Calendar Management
Meeting Coordination
Online Financial Tools
Client Database
Electronic File Management
Microsoft Windows 10
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook
Salesforce
Microsoft OneNote
Microsoft Teams
Calendly
Content Management System
Correspondence
Postage Meter
Bank Deposits

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