Senior Associate, Client Services
Confidential • toronto, Canada
Role Description
Position: Senior Associate - Client Services
Industry Sector: Insurance & Wealth Management
Compensation: $80,000-100,000 plus benefits, bonus and a GREAT office environment
Location: Toronto IN-OFFICE 5 days/week
Role Overview
Our client is a multi-generational advisory firm supporting the wealthy community with tax planning, estate preservation, philanthropy and succession plans. They are respected experts in a niche area.
This role will support the day-to-day service needs of clients, their accountants, and other trusted professionals—representing the company with integrity, warmth, and precision across every interaction.
Responsibilities Include But Are Not Limited To
- Be client facing and assist with a variety of client service requests.
- Document and track all correspondence, updates, and follow-up actions within internal systems.
- Provide policy detail...