Are you someone who loves checking things off your to-do list, takes pride in getting the details right, and enjoys helping people?

Do you thrive in an environment where you can stay organized, solve problems, and take ownership of your work from start to finish?

If you are naturally detail-oriented, enjoy working with people, and get genuine satisfaction from making things happen, we would love to meet you!

We are looking for a Client Service Specialist to join our growing team in London, Ontario.

In this role, you will play an important part in delivering an exceptional client experience by ensuring insurance and investment transactions are processed accurately, efficiently, and with care. You will work closely with advisors, colleagues, clients, and financial institutions to keep things moving, solve problems, and ensure nothing falls through the cracks.

We are looking for someone who brings a combination of strong administrative skills, initiative, attention to detail, and a genuine commitment to helping others. Experience in financial services is important, but equally valuable is your willingness to learn, take ownership, and contribute to a collaborative team.

General Details:

- Location: London, Ontario (in office)
- Schedule: 37.5 hours per week.
- Compensation: Starting at $48,000, base salary set based on experience, plus a standard benefits package.
- Professional Development: Employer-supported training, licensing, and designation opportunities.

A Little About Us

At SPM Financial and SPM Benefits, we believe that great financial service starts with great people.

For more than 30 years, we have helped individuals, families, and businesses navigate their financial futures through wealth management, retirement planning, insurance, and group benefits.

Our philosophy is simple: Manage Your Risk. Grow Your Wealth.

We are a team of approximately 40 professionals who value relationships, collaboration, integrity, and doing what's right for our clients.

As we continue to grow, we are investing in how we support our clients and advisors through a more collaborative, team-based service model. This means creating opportunities for our team members to take ownership of their work, develop specialized expertise, and build meaningful careers.

We believe that the people behind the scenes are just as important to the client experience as those sitting across the table from our clients.

And that is where you come in!

What You'll Be Doing

As our Client Service Specialist, you will be an important part of the team that keeps our client service operations running smoothly.

Your responsibilities will include:

- Making things happen: Coordinate and process insurance and investment transactions, including applications, account updates, deposits, withdrawals, policy changes, and beneficiary updates, under advisor direction.
- Taking ownership: Manage assigned service requests from start to finish, ensuring tasks are completed accurately, on time, and with appropriate follow-up.
- Connecting with people: Communicate professionally and positively with clients, advisors, insurance carriers, financial institutions, and colleagues to obtain information and move requests forward.
- Getting the details right:



Review applications, forms, and supporting documentation to ensure information is accurate, complete, and meets applicable processing requirements.
- Solving problems: Identify missing information, resolve administrative challenges, follow up on outstanding items, and proactively keep things moving.
- Staying organized: Manage multiple priorities, maintain accurate client records, and document activities and outcomes in our EquiSoft system.
- Working together: Collaborate with colleagues, share knowledge, and contribute to a supportive, efficient, and positive team environment.
- Continuing to grow: Develop your knowledge of insurance and investment products, administrative processes, and industry practices, with opportunities to specialize as your experience grows.

This is an administrative service role working under the direction of our advisors. Investment advice, insurance recommendations, and suitability decisions remain the responsibility of appropriately licensed advisors.

What You'll Bring to the Team

We know that great team members bring more than just technical skills. We are looking for someone who enjoys their work, cares about the people they support, and takes pride in doing things well.

You might be a great fit if you:

- Love the details: You are accurate, thorough, and naturally notice when something doesn't look quite right.
- Take ownership: You follow through on commitments, manage your responsibilities independently, and don't wait to be reminded to complete something.
- Enjoy helping people: You are approachable, skilled, patient, and genuinely enjoy creating a positive experience for others.
- Are a natural problem-solver: When something doesn't go as planned, you look for solutions, ask questions, and find a way forward.
- Know how to prioritize: You can juggle multiple requests, stay organized, and meet deadlines without losing sight of the details.
- Are curious and eager to learn: You enjoy building your knowledge, adapting to new systems, and developing your skills.
- Believe in teamwork: You are willing to pitch in, share information, and support colleagues in achieving shared goals.
- Value confidentiality and professionalism: You understand the importance of protecting sensitive client information and maintaining trust.

Your Experience and Qualifications

Ideally, you will bring:

- 2–5 years of experience in insurance administration, investment administration, financial services operations, or a similar administrative processing role.
- Familiarity with insurance and/or investment transactions, documentation, and administrative processes.
- Post-secondary education in Business Administration, Office Administration, Financial Services, or a related field, or equivalent practical experience.
- Strong computer skills, including Microsoft Word, Excel, Outlook,



and PDF applications.
- Excellent written and verbal communication skills.
- Experience working with multiple deadlines, detailed documentation, and established processes.

Even better if you have:

- Experience using EquiSoft or another CRM or workflow management system.
- Additional education or training related to insurance, investments, or financial services.
- An LLQP or mutual fund licence, although neither is required for this position.

Don't have every qualification listed? If you have relevant experience, strong administrative skills, and a genuine interest in building your career in financial services, we encourage you to apply.

Why Join SPM?

We believe that a great workplace is one where people feel supported, valued, and have opportunities to grow.

Here's what you can look forward to:

- A supportive team: Join a collaborative group of professionals who genuinely enjoy working together and helping each other succeed.
- Meaningful work: Your contributions will directly support our clients, advisors, and the overall success of the firm.
- Career growth: Opportunities to progress into more senior client service roles, team leadership, or specialized insurance and investment support positions as our service model evolves.
- Investment in your development: Employer-supported professional development, including opportunities to pursue LLQP and mutual fund licensing.
- Stability and experience: Become part of an established financial services firm with more than 30 years of experience and strong client relationships.
- A positive work environment: A culture built around integrity, accountability, collaboration, and continuous improvement.
- Competitive compensation: A salary that reflects your experience, along with a benefits package.

Most importantly, you'll join a team where your work matters, your contributions are recognized, and your professional growth is encouraged.

Interested? We'd Love to Hear from You!

If you are ready to bring your organizational skills, positive attitude, and commitment to exceptional client service to a team that values what you do, we encourage you to apply.

SPM Financial and SPM Benefits are equal opportunity employers committed to fostering a diverse, inclusive, and accessible workplace. We welcome applications from all qualified individuals. Accommodations are available throughout the recruitment process upon request.

Learn more about our AI in our Recruitment Process:

We leverage AI in our recruitment process to streamline tasks like scheduling interviews and organizing applications, we ensure all tools comply with human rights and privacy legislation. While AI supports our efficiency, every application and decision in our recruitment process is made by our people.

Pay: From $50,000.00 per year

Benefits:

- Extended health care
- In office parking
- Paid time off
- Tuition reimbursement

Application question(s):

- A resume tells us about your experience, but it doesn't always tell us what makes you great to work with. What is something about your interests, approach to work, or strengths that you would love us to know?

Location:

- London, ON (required)

Work Location: In person

📌 Client Service Specialist (London)
🏢 SPM Financial
📍 London