Client Services Associate

Hunter Mercantile; Toronto; On-site; CAD 52,000 - 76,000; Full time

Job summary

Hunter Mercantile in Midtown Toronto is seeking an Advisor Support Specialist to serve as the backbone of our wealth management practice.

You will drive the practice with complex scheduling, client onboarding, CRM management, and polished presentations using MS Office.

The ideal candidate has 5+ years of admin/customer support in wealth management, strong Excel, Salesforce or ACT!, and a mature, professional demeanor.

Qualifications

• At least 5+ years of administrative/customer support experience in a wealth management environment.
• Strong proficiency in MS Office (Outlook, Word, and Excel).
• Experience with CRM such as Salesforce or ACT! is an asset.
• Ability to work on-site in Midtown Toronto.
• Experience with investment and registered products a must.

Responsibilities

• Drive the Practice: Keep the portfolio management team focused on high-level strategy by managing complex schedules, meeting prep, and daily priorities.
• Client Onboarding: Lead the administrative onboarding process for new clients, ensuring all documentation is accurate and the transition is seamless.
• Client Management: Utilize CRM to manage HNW client data and ensure a premium service experience.
• Presentation Design: Create professional, high-impact presentations and quarterly reports using MS Office.

Skills

Organization

MS Office proficiency

Communication

CRM experience

Tools

Salesforce

ACT!

Job description

Are you a master of organization who thrives on keeping high-performing investment professionals on track? We are a busy Portfolio Management team looking for a dedicated Advisor Support Specialist to serve as the backbone of our practice.

This isn't just a "data entry" job—we need a gatekeeper and a strategist who takes pride in being a top-tier advisor support administrator for a sophisticated wealth management team.

The Location

Midtown Toronto. We are conveniently located right on the subway line, making for an easy, stress-free commute.

What You’ll Do

• Drive the Practice: Keep the portfolio management team focused on high-level strategy by managing complex schedules, meeting prep, and daily priorities.
• Client Onboarding: Lead the administrative onboarding process for new clients, ensuring all documentation is accurate and the transition is seamless.
• Client Management: Utilize CRM to manage HNW client data and ensure a premium service experience.
• Presentation Design: Create professional, high-impact presentations and quarterly reports using MS Office.

Who You Are

• A Natural Organizer: You don’t just follow a process; you improve it. You are the person who keeps the entire team focused.
• Tech-Savvy: You are highly proficient in MS Office (Excel is a must).
• A Pro Communicator: You possess excellent verbal and written skills for professional, high-level client interaction.
• Career-Oriented and a Sense of Maturity: You aren't looking for a “stepping stone” to be an advisor—you want to be the best Advisor Support Professional in the industry.

Requirements

• At least 5+ years of administrative/customer support experience in a wealth management environment.
• Strong proficiency in MS Office (Outlook, Word, and Excel).
• Experience with CRM such as Salesforce or ACT! is an asset.
• Ability to work on-site in Midtown Toronto.
• Experience with investment and registered products a must.

David J. Corsini, Principal – Hunter Mercantile Hunter Mercantile is a boutique search firm recognized throughout North America for placement in wealth management.