Client Services Specialist in Toronto

Elevate your career with Advisor Solutions by Purpose as a Client Services Specialist in Toronto, ON. Use your exceptional service skills to enhance the advisor experience in a flexible work setup.
Ideal for candidates with a background in client support, this position focuses on onboarding new accounts and ensuring seamless communication among stakeholders. Candidates should possess strong analytical abilities and enjoy problem-solving in a fast-paced, results-driven environment.
Key Responsibilities:
• Liaise with Advisors and clients during the onboarding process
• Ensure compliance through Quality Assurance on account documents
• Build and manage relationships with key partners
• Address platform inquiries and collaborate on issues
• Participate in operational initiatives across teams
Requirements:
• 2-4 years in a client servicing or operations role
• Strong verbal and written communication skills
• Analytical mindset with a focus on client service...