Sr. Client Services Associate

A highly respected wealth management and life insurance advisory firm in Toronto is seeking an experienced Senior Client Services Associate to support a sophisticated portfolio of ultra-high-net-worth (UHNW) clients
.

This role is ideal for a professional with deep experience in life insurance administration, wealth management client service, and complex case coordination
. The successful candidate will play a key role in delivering an exceptional client experience while supporting advisors with policy implementation, account servicing, and ongoing relationship management.

This is a full-time, in-office role in Toronto
, working closely with a team that advises high-net-worth and ultra-high-net-worth families, entrepreneurs, and executives
.

As a Senior Client Services Associate
, you will act as a key liaison between clients, advisors, insurance carriers, and financial institutions. You will manage complex client service needs related to life insurance policies, wealth planning strategies, and high-value client accounts while maintaining a high standard of professionalism and responsiveness.

You will support the advisory team in delivering best-in-class service to ultra-high-net-worth clients
, ensuring policies and financial strategies are implemented smoothly and maintained with precision.

• Manage ongoing service for a portfolio of ultra-high-net-worth wealth management and insurance clients
• Coordinate life insurance policy implementation, underwriting documentation, and policy administration
• Liaise with insurance carriers, financial institutions, and internal advisors
• Prepare and review documentation related to life insurance applications, policy changes, and renewals
• Support advisors in executing advanced wealth planning and insurance strategies
• Ensure timely follow-up on client requests and service inquiries
• Maintain accurate records in CRM and client servicing systems
• Assist with high-value client onboarding and account maintenance
• Coordinate client documentation and reporting related to insurance and wealth planning solutions

• 10+ years of experience in life insurance client service, wealth management support, or financial advisory administration
• Experience working with high-net-worth or ultra-high-net-worth clients
• Strong knowledge of life insurance products, underwriting processes, and policy servicing
• Familiarity with wealth management structures and financial planning coordination
• Exceptional attention to detail and ability to manage complex documentation
• Strong relationship management and communication skills
• Ability to operate in a high-touch client service environment
• Proficiency with CRM systems and financial services administrative processes

• Work with a respected advisory firm serving ultra-high-net-worth families and business owners
• Exposure to sophisticated wealth management and life insurance planning strategies
• Collaborative team environment with experienced advisors
• Stable, long-term role within a growing advisory practice
• Competitive compensation and benefits
• In-office role located in Toronto

All inquiries and applications will be handled with strict confidentiality
. Qualified professionals with strong experience in wealth management client service and life insurance administration are encouraged to apply.