Enhance client relations as the Client & Advisor Concierge at SPM Financial. This full time role focuses on administrative coordination and superior communication with advisors and clients.

As a key player in the client service team, you will support financial advisors by managing client inquiries, preparing meeting materials, and ensuring tasks are documented accurately in EquiSoft. With 2–5 years' experience in a client service or administrative role, your organizational skills will shine as you juggle priorities effectively. This role emphasizes coordination, task management, and communication to streamline client experiences and keep cases on track.

Key Responsibilities:
• Act as the initial point of contact for inquiries
• Clarify and document incoming requests accurately




• Maintain tasks in EquiSoft with thorough details
• Prepare advisors for client meetings with necessary reports
• Oversee reminders and follow-ups for all stakeholders

Requirements:
• 2–5 years in client service or financial operations
• Relevant diploma in Business or related field
• Strong verbal and written communication skills
• Proficiency in Microsoft Office and CRM systems
• Attention to detail and task management skills

Bring your experience and organizational skills to SPM Financial and elevate our client experiences across Ontario.
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📌 Client Service Coordinator at SPM Financial (Ontario)
🏢 SPM Financial
📍 Ontario