Elevate your career as a Senior Client Services Administrator within the insurance and wealth management sector in Toronto. This role is client-facing, emphasizing service excellence and relationship management.

As part of a reputable advisory firm, you will cater to the needs of high-net-worth clients, accountants, and other professionals. This position requires over ten years of administrative experience, including significant exposure to life insurance and wealth management. Your dedication to detail and exceptional communication will be pivotal in ensuring client satisfaction and maintaining robust workflow.

Key Responsibilities:
• Respond to diverse client service requests diligently
• Track and document all correspondence within internal systems




• Provide tailored policy details to clients and partners
• Maintain accurate CRM records and client summaries
• Participate actively in learning opportunities and projects

Requirements:
• Ten-plus years in client-facing roles
• Minimum five years in life insurance or wealth management
• Superior written and verbal communication skills
• Solid organizational skills with a focus on accuracy
• Commitment to safeguarding client information

Excel in client services and contribute to exceptional client experiences in this key position.
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📌 Client Services Administrator in Wealth Management (Ontario)
🏢 Gilder Search Group
📍 Ontario