Senior Associate, Client Services

Overview

Position: Senior Associate - Client Services

Industry Sector: Insurance & Wealth Management

Compensation: $75,000-85,000 plus benefits 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

• 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 details to clients, business owners, assign...