Senior Client Services Specialist in Toronto

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 administrat...