Closed listing
Client Services Associate
- Toronto, ON, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Experience
- 5+ years of experience in life insurance client service, wealth management support, or financial advisory administration
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
About the Company
A highly respected wealth management and life insurance advisory firm in Toronto is seeking an Client Services Associate to support a sophisticated portfolio of ultra-high-net-worth (UHNW) clients.
About the Role
As a Client Services Associate, you will act as a key liaison between clients, advisors, insurance carriers, and financial institutions. You will manage client service needs related to life insurance policies, wealth planning strategies, and high-value client accounts while maintaining a high standard of professionalism and responsiveness. You will support the advisory team in delivering best-in-class service to clients, ensuring policies and financial strategies are implemented smoothly and maintained with precision.
Responsibilities
- Manage ongoing service for a portfolio of ultra-high-net-worth wealth management and insurance clients
- Prepare and review documentation related to life insurance applications, policy changes, and renewals
- Support advisors in executing advanced wealth planning and insurance strategies
- Ensure timely follow-up on client requests and service inquiries
- Maintain accurate records in CRM and client servicing systems
- Assist with client onboarding and account maintenance
- Coordinate client documentation and reporting related to insurance and wealth planning solutions
Qualifications
- 5+ years of experience in life insurance client service, wealth management support, or financial advisory administration
- Experience working with high-net-worth or ultra-high-net-worth clients
- Exceptional attention to detail and ability to manage complex documentation
- Strong relationship management and communication skills
- Ability to operate in a high-touch client service environment
- Proficiency with CRM systems and financial services administrative processes
Required Skills
- 5+ years of experience in life insurance client service, wealth management support, or financial advisory administration
- Experience working with high-net-worth or ultra-high-net-worth clients
- Exceptional attention to detail and ability to manage complex documentation
- Strong relationship management and communication skills
- Ability to operate in a high-touch client service environment
- Proficiency with CRM systems and financial services administrative processes
Preferred Skills
- Experience working with high-net-worth or ultra-high-net-worth clients
- Exceptional attention to detail and ability to manage complex documentation
- Strong relationship management and communication skills
More about this job
Responsibilities
Manage service needs for ultra-high-net-worth wealth management and insurance clients, including policy documentation, client onboarding, account maintenance, and timely responses to inquiries. Support advisors in implementing wealth planning and insurance strategies, coordinating client records, documentation, and reporting.
Requirements
Requires at least five years of experience in life insurance client service, wealth management support, or financial advisory administration, including experience serving high-net-worth or ultra-high-net-worth clients. Candidates should have exceptional attention to detail, strong relationship and communication skills, the ability to manage complex documentation in a high-touch service environment, and proficiency with CRM systems and financial services administrative processes.
Skills
- Life Insurance Client Service
- Wealth Management Support
- Financial Advisory Administration
- High-Net-Worth Client Service
- Documentation Management
- Relationship Management
- Communication
- Client Onboarding
- Account Maintenance
- CRM Systems
- Client Recordkeeping
- Wealth Planning
- Client Service Coordination
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Customer Service & Support
- Administrative
Keywords
- Wealth Management
- Life Insurance
- Ultra-High-Net-Worth Clients
- High-Net-Worth Clients
- Client Services
- Financial Advisory
- Wealth Planning
- Insurance Policies
- Policy Applications
- Policy Changes
- Policy Renewals
- Client Onboarding
- Account Maintenance
- CRM Systems
- Client Documentation
- Client Reporting
- Financial Institutions
- Insurance Carriers
- Relationship Management
- Complex Documentation