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Client Service Coordinator

1 month ago

Cambridge, Canada Steward Group Inc. Full time

**Steward Group Inc has an exciting opportunity for a motivated Client Service Coordinator to**

**join our team in Cambridge, Ontario**

**Our Story**:
Steward Group is an independent boutique financial advisory firm working within iAPW. Our clients have access to a valuable and diverse financial offering encompassing the areas of investment management, financial planning, and insurance because of our independence, years of experience, and professional team members.
We are looking for a highly driven and extremely organized client service coordinator to join our team in an ever-evolving environment. The individual will be able to successfully manage their time and prioritize their tasks in a fast-paced setting while being quick to learn and comfortable without direct supervision.

**Our Culture**:
At Steward Group we emphasize collaboration, personal and professional growth, and a commitment to excellence in the way we lead, serve, and relate. We honour our commitments to the highest ethical standards and contribute positively to our firm’s reputation, serving clients innovatively and well. At
Steward Group, we truly care about the humans we work with, and for, and we succeed through flexibility and our ability as a team to adapt to changing priorities, tasks and being willing to step up to fill the gap when needed. We value advice, long
- term wealth and well-being, lifelong relationships, care, and evolution as a team.

**Keep reading to learn more about the role and expectations.**

As a team member in operations, you will play a vital role ensuring the smooth and efficient functioning of our operational processes. You will work closely with various roles and departments within the firm to streamline administrative tasks, optimize procedures, contribute to the over all success of our client-centric operations.

**Main Responsibilities**:
Value and prioritize clients and humans.
Will act as first point of contact for clients.
Streamline and simplify internal processes, challenge the status quo.
Collaborate with team members and head office to manage client onboarding and account maintenance procedures.
Assist in processing and verifying client transactions, ensuring accuracy and compliance with regulatory guidelines, including the documentation of conversations with clients in CRM system.
Monitor and reconcile financial data, accounts, and statements to maintain data integrity.
Coordinate and communicate effectively with team members, external partners, and clients to resolve any operational issues.
Assist in the preparation of performance reports and client presentations.
Contribute to projects aimed at improving operational efficiency and enhancing client experience and value.
Provide client meeting preparation material as requested.
Correspond with clients as required and within service standards.
Data entry and client financial transaction processing, such as placing trades.

**Requirements**:
CSC and CPH Licenced - or ability to be licenced immediately.
Ability to demonstrate value.
Driven for success.
Dynamite team player.
Excellent communication skills (verbal and written)
Outgoing and approachable interpersonal skills to converse with a variety of diverse clientele and support resources.
Professional experience in MS office including Outlook, Word, Excel,
PowerPoint, etc.
Independently driven but able to execute on instructions and direction.
CRM (Customer Relationship Management) experience is an asset.
Organized and able to prioritize competing tasks.
Open and honest
Accustomed to working under pressure and is processed driven.
Willing and open to be coached.
Intuitive
Accountable
Discreet in handling confidential client information

**Special Consideration will be given to the following experience**:
Experience in marketing and business development.
Experience in the financial services or insurance industries.
Work experience in customer and client service.

**What we provide**:
Able to work in a flexible and independent environment.
Work with a high performance, growth orientated, collaborative team.
Challenging and ever-changing work to keep you engaged.
Potential to engage in increasing responsibilities.
Established career paths for future goals and growth

**Job Details**:
Address: Cambridge, Ontario
Work hours/week: 35
Ongoing training and development opportunities.
Collaborative and inclusive work environment.
Employment Type: Full time
Compensation: Salary plus incentive
Benefits: Casual dress, dental care, extended health care, paid time off
Schedule: Monday to Friday - 8:30-4:30

**How to Apply**:
Join the Steward Group team and be part of a rewarding career in the financial services industry. Your operational and client service expertise will contribute to our mission of being an innovative team that delivers financial advice to optimize the unique potential of our clients.

**Job Types**: Full-time, Permanent

**Salary**: $40,000.00-$50,000.00 per year

**Benefits**:

- Casual dr