About the job

Client Service SpecialistCambridge, 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 JobCompetitive pay and vacation policy
• Group benefits after 6 months
• Group retirement savings plan
• Friday lunches 

•        Client Relationship Management & UHNW Advisory: Manages high-net-worth and international client relationships, delivering tailored, trust-based advisory aligned with client goals, risk appetite, and investment horizon.

•        Portfolio & Wealth Management: Evaluates client financial positions and identifies opportunities across investments, deposits, and protection solutions to support holistic financial planning.

•        NRI Banking & Cross-Border Transactions: Handles NRI banking, forex transactions, remittances, and account management, with a focus on compliant and seamless international service delivery.

•        Regulatory Compliance & Risk Control: Applies KYC/AML frameworks and internal risk controls consistently across client onboarding, transactions, and portfolio reviews.

•        Business Development & Cross-Selling: Builds new client relationships through proactive prospecting, referrals, and networking, while expanding wallet share through cross-selling and upselling.

•        Financial Operations & Process Ownership: Owns end-to-end financial and offboarding processes, coordinating across teams to ensure accurate, timely, and audit-compliant closure.