Senior Client Services Specialist

Advance your professional journey as a Senior Associate in Client Services at a premier advisory firm in Toronto, focused exclusively on in-office work. This role emphasizes effective client communication and administrative prowess.

This multi-generational firm specializes in assisting affluent individuals with personalized financial strategies. As a senior associate, you are pivotal in supporting clients and their advisors through precise documentation and service requests. This role presents an opportunity to deepen your insurance knowledge in a supportive, team-oriented setting.

Key Responsibilities:

• Facilitate client service requests and inquiries

• Track and document communication within internal systems

• Deliver policy details to various stakeholders

• Maintain accurate client summaries and CRM records

• Participate in learning and company events

Requirements:

• 10+ years in client-facing or administrative support roles

• 5+ years in insurance or wealth management sectors

• Strong communication and interpersonal skills

• Exceptional attention to detail and organization

• Proficiency with MS Office software

Contribute your specialized skills in client services and become part of this client's dynamic Toronto team.
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