Lead client service delivery at Flatiron Wealth, using wealth management expertise and problem-solving skills to support personalized client relationships.
This experienced Lead Client Service Associate role connects clients, advisors, custodians, insurance partners, and service colleagues. You will work with the Operations Manager to coordinate complex requests, maintain service workflows, and support a growing independent advisory firm. The position centers on accurate, responsive, and proactive client support.
Key Responsibilities: Own onboarding, account openings, transfers, and money movements
Coordinate documentation, signatures, and custodian submissions
Manage complex requests through timely resolution
Support investment accounts, portfolio administration,



and reporting
Guide colleagues and improve service workflows
Requirements: Two to five plus years of relevant Canadian experience
Knowledge of investment accounts, transfers, and administration
Experience independently coordinating complex client requests
Proficiency with CRM, Microsoft Office, Adobe, and workflow tools
Robust communication, organizational, and problem-solving skills
Bring ownership, wealth management knowledge, and thoughtful communication to client service leadership at Flatiron Wealth.

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📌 Lead Wealth Management Client Service Associate (Ontario)
🏢 Flatiron Wealth
📍 Ontario