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Coding specialist • cambridge on

Last updated: 9 hours ago

Client Service Specialist

The Steele Groupcambridge, region of waterloo, Canada

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, ... Show more

Manufacturing Compliance Specialist

Septodont Groupcambridge, region of waterloo, Canada

Manufacturing Compliance SpecialistPostuler: Cambridge (Canada): À temps plein: Offre publiée aujourd'hui: JR10588**PRIMARY DUTIES AND RESPONSIBILITIES:*** Conducts investigations for devia... Show more

PMO Governance Specialist

ATS Industrial Automation Inc.cambridge, region of waterloo, Canada

Join our globally growing team at ATS Industrial Automation where we create complex automation solutions at the highest level that sustainably impact lives around the world.At ATS, a publicly trade... Show more

Filling Specialist

BioTalent Canadacambridge, region of waterloo, Canada

Present in more than 110 countries, the Group relies on the energy, expertise, and passion of 2,600 employees.With 6 international production sites, Septodont combines industrial excellence, techno... Show more

Quality Specialist

Insight Globalcambridge, region of waterloo, Canada

Onsite 5x/week in Cambridge, ON.Insight Global is looking for a quality specialist to join a leading automation team based in Cambridge on a contract to hire basis.You will be joining the Quality t... Show more

Source Surveillance Specialist

Aecon Group Inc.cambridge, region of waterloo, Canada

Come Build Your Career at Aecon!.Aecon delivers some of the most complex and impactful infrastructure projects — from transformative transportation networks to critical energy, industrial and nucle... Show more

Communications Specialist

Waste ManagementCambridge, ON, Canada
Full-timeFull-time

People are the driving force behind everything we do.From drivers and technicians to analysts, managers and corporate professionals, every employee plays a role in delivering essential services tha... Show more

Alterations Specialist

David's Bridal, Inc.cambridge, region of waterloo, Canada

Alterations Specialists are responsible for completing all fittings and alterations to the high standards of David’s Bridal and reports to the Store Manager.S/he is responsible for exemplifying fri... Show more

Quality Assurance Specialist

Powerhouse Controls Ltdcambridge, region of waterloo, Canada
Full-timeFull-time

Quality Assurance Specialist - NEXIA.We bring exceptional technical and engineering experience to the table, but what really sets us apart is an unsurpassed level of passion and commitment.We liste... Show more

Marketing & Proposal Specialist

Geosyntec Consultantscambridge, region of waterloo, Canada

Do you want to build an impactful career to change the world for the better?.Geosyntec has an exciting opportunity for a.Marketing and Proposal Specialist.Toronto, ON, Ottawa, ON, Waterloo, ON, Cam... Show more

Claims Specialist

Cowan Insurance Groupcambridge, region of waterloo, Canada

Cowan Insurance Group is looking for a Claims Specialist to join our Claims team!.This role is reporting to the Manager, Claims.In this role, you will guide clients through the claims process, advo... Show more

Alterations Specialist

David's BridalCambridge, ON

Welcome all customers with genuine, and friendly enthusiasm over the phone, virtual chats and in person, communicates clearly and concisely adapting style to suit customers by problem solving, exce... Show more

Actuarial Specialist

Gore-Mutual-Insurance-Companycambridge, region of waterloo, Canada

At Gore Mutual, we've always set ourselves apart as a modern mutual that does good.Now, we're proudly building on that legacy to transform our company - our industry for the better.Effective Januar... Show more

Payroll Specialist

Cgtcambridge, region of waterloo, Canada
Full-timeFull-time

Director, Human Resources & Labour Relations.We are seeking an experienced Payroll Specialist to join our Human Resources team.Reporting to the Director, Human Resources & Labour Relations, the Pay... Show more

Leasing Specialist

Royal York Property Managementcambridge, region of waterloo, Canada

Business Development, Customer Experience, Customer Success, Field Sales, Sales.About Royal York Property Management.Royal York Property Management provides residential property management services... Show more

Automated Welding Specialist

BWXTcambridge, region of waterloo, Canada

BWXT Canada) has over 60 years of expertise and experience in the design, manufacturing, commissioning and service of nuclear power generation equipment.This includes steam generators, nuclear fuel... Show more

Source Surveillance Specialist

Aeconcambridge, region of waterloo, Canada

Aecon delivers some of the most complex and impactful infrastructure projects - from transformative transportation networks to critical energy, industrial and nuclear programs.The projects we build... Show more

Filling Specialist

NOVOCOL PHARMACEUTICAL OF CANADAcambridge, region of waterloo, Canada

At Septodont, a global leader in dental products and a key player in pharmaceutical development and contract manufacturing (CDMO), we are proud to work every day to improve patients’ health and wel... Show more

Filling Specialist

Septodontcambridge, region of waterloo, Canada

At Septodont, a global leader in dental products and a key player in pharmaceutical development and contract manufacturing (CDMO), we are proud to work every day to improve patients’ health and wel... Show more

Asset Protection Specialist

Walmart Canadacambridge, region of waterloo, Canada

Walmart Canada is seeking an Asset Protection Associate to help create a safe store environment, prevent loss, and support store profitability.You will patrol the store, investigate shrink, assist ... Show more

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Client Service Specialist

Client Service Specialist

The Steele Groupcambridge, region of waterloo, Canada
1 day ago
Job description

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:

  • Team collaboration software: Microsoft OneNote, Teams

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