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 movementsCoordinate documentation, signatures, and custodian submissionsManage complex requests through timely resolutionSupport investment accounts, portfolio administration,



and reportingGuide colleagues and improve service workflowsRequirements:Two to five plus years of relevant Canadian experienceKnowledge of investment accounts, transfers, and administrationExperience independently coordinating complex client requestsProficiency with CRM, Microsoft Office, Adobe, and workflow toolsStrong communication, organizational, and problem-solving skillsBring ownership, wealth management knowledge, and thoughtful communication to client service leadership at Flatiron Wealth.

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