Senior Associate – Client Services

Position: Senior Associate – Client Services
Industry: Insurance & Wealth Management
Compensation: $75,000–$85,000 + comprehensive benefits
Location: Toronto (In-Office, 5 days/week)

About the Opportunity

Our client is a highly respected, multi-generational advisory firm serving high-net-worth families with sophisticated tax, estate, philanthropy, and succession planning strategies. They are recognized experts within a specialized niche and known for their professionalism and long-standing client relationships.

They are seeking a polished, detail-oriented Senior Associate – Client Services professional who brings exceptional communication skills, sound judgment, and a refined client presence.

Role Overview

This is a client-facing position supporting the day-to-day service needs of high-net-worth clients, their accountants, and other trusted advisors. You will represent the firm with professionalism, warmth, and precision in every interaction.

Key Responsibilities

• Serve as a primary point of contact for client service requests, ensuring timely, accurate, and polished communication.
• Document, track, and manage all correspondence and follow-ups within internal systems with exceptional attention to detail.
• Provide policy information and documentation to clients, business owners, assignees, accountants, and professional partners as required.
• Maintain accurate CRM records, client summaries, and internal ledgers to support seamless workflow and compliance.
• Participate in ongoing learning to deepen knowledge of life insurance, planning strategies, and internal processes.
• Support leadership with team initiatives, special projects, client events, and presentations.

Qualifications

• 10+ years of experience in a senior administrative, executive support, or client-facing service role.
• Minimum 5 years of experience within the life insurance or wealth management industry.
• Exceptional written and verbal communication skills with a professional, polished demeanor.
• Superior attention to detail, organization, and accuracy.
• Advanced proficiency in Microsoft Word, Excel, PowerPoint, and Visio.
• Strong comfort working with numbers, documentation, and complex client information.
• Demonstrated commitment to confidentiality, discretion, and stewardship of sensitive information.

Why Join This Firm?

• Beautiful, modern office environment in Toronto.
• Direct exposure to senior leadership.
• Strong emphasis on work-life balance and employee well-being.
• Premium on-site fitness facility.
• Competitive compensation and excellent health and wellness benefits.
• Long-term stability within a reputable and established firm.

If you are a highly organized, articulate professional who thrives in a sophisticated, client-focused environment, we would welcome the opportunity to connect with you.

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