Elevate your career with a Senior Client Services Administrator role in Toronto's insurance sector. Work closely with clients while supporting financial strategies in a prestigious firm.
In this in-office position at an esteemed advisory firm, you will be integral to upholding client relationships and ensuring their service needs are met with precision. The role requires at least 10 years in senior administration and familiarity with life insurance or wealth management. You will manage client documents, maintain CRM records, and support team projects, enhancing the client's experience and service delivery.
Key Responsibilities:
• Address diverse client service requests in-person
• Document correspondence and track updates in systems




• Provide policy information to clients and partners
• Maintain accurate CRM records and client summaries
• Assist in learning about life insurance and planning strategies
Requirements:
• 10+ years in senior administrative roles
• 5+ years in life insurance or wealth management
• Excellent communication and organizational skills
• Proficient in Word, Excel, PowerPoint, and Visio
• Strong commitment to client confidentiality
Contribute your expertise in client service within a supportive team setting in Toronto.
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📌 Senior Client Services Administrator Toronto
🏢 TalentSphere Staffing Solutions
📍 Toronto