Senior Associate
Job Description
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.
TSSHP
How to Apply
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Frequently Asked Questions
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