Client Service Specialist

At the Strata Group, we don’t just manage wealth; we build a family. We are one of the fastest-growing independent wealth firms in Simcoe Muskoka, and we’re looking for a Client Service Specialist who wants to work hard, play hard, and grow with us.

Role Purpose

The Client Service Manager is the heartbeat of our office, ensuring that our clients feel like part of the Strata family from their very first interaction. This role is designed for a proactive, tech-savvy professional who thrives in a fast-paced, paperless environment and embodies our commitment to excellence and transparency.

Core Responsibilities

• Client Connection: Greet clients with genuine warmth and professionalism, managing all phone and email communications with tact and courtesy.
• Operational Excellence: Expertly schedule meetings and appointments while setting up virtual environments (Zoom, Google Meet, Joan) for seamless collaboration.
• Administrative Command: Provide high-level clerical support, including scanning documents to maintain our 100% paperless standard and producing accurate meeting minutes/agendas.
• System Integrity: Manage data within CRM and G Suite systems, ensuring all paperwork and applications are filled out with meticulous attention to detail.
• Team Support: Anticipate the needs of the executive team and jump in to support shared successes and challenges.
  

Requirements & Competencies

• The H.E.A.R.T. Factor: You must resonate with our core values: Honesty, Excellence, Adaptability, Respect, and Teamwork.
• Experience: Prior experience in finance or the life insurance industry is preferred but not required.
• Technical Proficiency: Comfortable with Microsoft Office, G Suite, and CRM systems.
• Proactive Initiative: The ability to see what needs doing and do it before being asked.
• Professionalism: A clean, tidy appearance and a commitment to maintaining total client confidentiality.

Dog Lover: Must be enthusiastic about working in a dog-friendly office environment.

Why You’ll Love It Here

We’ve ditched the “stuffy” finance vibe for a culture of positivity and optimism. Here is what awaits you at our Muskoka Head Office:

• The View: A glass office overlooking beautiful Lake Muskoka.
  
• The Perks: A state-of-the-art kitchen with the best macchiatos and lattes, a rotating selection of shared snacks and beverages, and the occasional catered lunch to celebrate the team.
  
• The Setup: A dual-monitor workstation with a standup desk and your own Sonos sound system—play whatever music keeps you moving.
  
• The Furry Colleagues: We are 100% dog-friendly.
  
• The Rewards: RRSP matching, a Health Care Spending Account (myHSA), and a “Strata Day” (an extra day off just because you’re awesome).
  

What You’ll Bring to the Table

You are a highly motivated individual who believes that first-class client care is a non-negotiable. You’re the kind of person who:

• Enjoys being the friendly “voice” of the company.
  
• Is tech-savvy enough to troubleshoot a Zoom call while multitasking a CRM update.
  
• Actually likes dogs.
  
• Views challenges as opportunities to learn and grow.
  

Our H.E.A.R.T. Values

We live and breathe these five ideas every day:

1. Honesty: Transparency in every action.
   
2. Excellence: Exceeding expectations at every turn.
   
3. Adaptability: Embracing change with an open mind.
   
4. Respect: Driving everything with empathy and professionalism.
   
5. Teamwork: Sharing our successes and our challenges.
   

Salary: $40,000.00 – $50,000.00/year (with an increase if you obtain your LLQP license!).

Schedule: Monday–Friday, 8:30 AM – 4:30 PM (40 hours per week).

Don’t fit every single requirement? Apply anyway! We don’t hire off keywords—we hire people who align with our values and are ready to contribute to a phenomenal culture.

Are you ready to join the Strata family? Apply today, email your resume to rachel.parker@thestratagroup.ca