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

• 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, assignees, a...