Customer Service Specialist

1 month ago

Cambridge ON, Canada EightSix Network Inc Full time

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. An understanding of the financial services sector would be an asset - particularly in areas such as Investments, Insurance, Company Benefits & Pensions.

This position is a 15 month contract position. The Steele Group is located on a GRT/iExpress bus route, but it is strongly recommended that candidate have access to their own vehicle.

Company Overview

The Steele Group Financial and Workplace Services Inc.

We educate our clients - individuals, employees and human resource professionals - about the financial products available on the market today. We help our clients to make informed decisions about the options that are available to them in order to meet their specific needs. Our entire philosophy revolves around empowering our clients in their financial planning process for themselves, their employees or their families. We simply make your money work harder in everything we do.

Duties and Responsibilities

  • Welcome clients and visitors to the office
  • Distributing correspondence and redirecting phone calls
  • Ensure all administrative tasks are executed in a timely manner and with adherence to the highest quality standards
  • Supports 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
  • Strong interpersonal skills to interact appropriately with all clients
  • Time-management and prioritization skills to work in this fast-paced environment
  • Plan the logistics of the client-advisor meetings outside of the office, including time, location, and cost
  • Monitor client-advisor meeting activities to ensure satisfaction of all parties
  • Prepare envelopes for mailings and complete post mailing as needed
  • 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
  • Complete miscellaneous administrative projects as needed

Technical Skills

  • Windows 10
  • Microsoft Word 2018/365: with focus on mail merge functionality and templates
  • Microsoft PowerPoint 2018/365
  • Microsoft Outlook 2018/365

Familiarity with the following programs is considered an asset

  • Team collaboration software: Microsoft OneNote, Teams
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The Steele Group in Cambridge, Ontario, Canada

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