Senior Associate - Client Services

Position: Senior Associate – Client Services
Industry: Insurance & Wealth Management
Compensation: $75,000–$85,000 + comprehensive benefits
Location: Toronto (In-Office, 5 days/week)

About the Opportunity

Our client is a highly respected, multi-generational advisory firm serving high-net-worth families with sophisticated tax, estate, philanthropy, and succession planning strategies. They are recognized experts within a specialized niche and known for their professionalism and long-standing client relationships.

They are seeking a polished, detail-oriented Senior Associate – Client Services professional who brings exceptional communication skills, sound judgment, and a refined client presence.

Role Overview

This is a client-facing position supporting the day-to-day service needs of high-net-worth clients, their accoun...