Client Experience & Meetings Coordinator - Financial Services

The Steele Group in Canada is seeking a Service Associate to bridge the advisors and clients, handling start-to-finish meeting processes and day-to-day operations with exceptional service. The role emphasizes performance and expertise over sales targets, requiring strong communication, problem solving, and time management, with exposure to Investments, Insurance, and Benefits & Pensions.

You will support meeting readiness, prepare documents, and handle administrative projects while