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 setting
- 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

📌 Client Services Associate (Toronto)
🏢 Leadervest
📍 Toronto