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Senior Client Services Specialist
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-05-25
Listing for:
TalentSphere Staffing Solutions
Full Time
position Listed on 2026-05-25
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Bilingual -
Administrative/Clerical
Job Description & How to Apply Below
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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Position Requirements
10+ Years
work experience
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