Overview
Client Services Associate Jobs in Toronto, Canada at Gilder Search Group
Elevate your career as a Senior Associate for Client Services in Toronto’s vibrant insurance and wealth management sector. Experience a nurturing office environment while providing exceptional service to clients and partners alike.
This role is ideal for someone with over ten years in client-facing services and a minimum of five years in life insurance or wealth management. You will support day-to-day operations, engage clients with warmth and professionalism, and help maintain precise records. Engage with accounting professionals and contribute to team initiatives, ensuring every client interaction reflects the firm’s values.
Key Responsibilities:
• Assist with various client service requests
• Document updates and correspondence accurately
• Provide policy details to clients and partners
• Maintain accurate CRM records and ledgers
• Support special projects and client appreciation events
Requirements:
• 10+ years in senior administrative or client service roles
• 5+ years in life insurance or wealth management
• Exceptional communication and organizational skills
• Proficient in Microsoft Office applications
• Commitment to confidentiality and privacy
Leverage your experience and passion for client service in a dynamic insurance and wealth management environment.
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Title: Client Services Associate
Company: Gilder Search Group
Location: Toronto, Canada
Category: