Join a pioneering advisory firm as a Senior Client Services Administrator, specializing in insurance and wealth management in Toronto. Immerse yourself in client interactions and support services.

This role demands extensive experience, with over 10 years in administrative support within financial services. You'll be the first point of contact for clients, addressing their queries and maintaining detailed documentation. Your impact will be felt as you assist with policies and manage CRM records, while also supporting various initiatives and events.

Key Responsibilities:
• Respond to client service requests and inquiries
• Keep records of all correspondence and updates
• Communicate policy details to various stakeholders




• Update and manage client summaries in the CRM
• Engage in learning to expand expertise in insurance

Requirements:
• 10+ years in client-facing administrative roles
• 5+ years in life insurance or wealth management
• Solid verbal and written communication skills
• High attention to detail and organizational ability
• Proficient in essential office software

Utilize your skills to foster lasting client relationships and enhance service delivery in a modern Toronto office.
#J-18808-Ljbffr

📌 Client Services Administrator in Wealth Management (Ontario)
🏢 TalentSphere Staffing Solutions
📍 Ontario