Senior Client Services Administrator

TalentSphere Staffing Solutions; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

TalentSphere Staffing Solutions is seeking a Senior Client Services Administrator in Toronto to support high-net-worth clients within the life insurance and wealth management space. The role involves client-facing service, meticulous documentation, and CRM upkeep to ensure flawless workflow.

You will interact with clients, accountants, and partners, provide policy details, and contribute to strategic planning. Excellent communication and confidentiality are essential in this in-office role.

Qualifications

• 10+ years in a senior administrative, executive support or client facing service role.
• 5+ years experience working within life insurance or wealth management space.
• Superior written and verbal communication skills.
• Exceptional attention to detail, accuracy, and organization, paired with a refined and sophisticated approach.
• Strong proficiency in Word, Excel, PowerPoint, and Visio.
• Commitment to privacy, confidentiality, and the stewardship of sensitive client information.

Responsibilities

• Be client facing and assist with a variety of client service requests.
• Document and track all correspondence, updates, and follow-up actions within internal systems.
• Provide policy details to clients, business owners, assignees, accountants, and other partners as required or needed.
• Maintain up-to-date CRM records, ledgers, and client summaries to support seamless workflow.
• Actively engage in learning to expand your knowledge of life insurance, planning strategies, and internal processes.
• Support team initiatives, special projects, events, client appreciation activities and presentations.

Skills

Communication

Detail-oriented

Office software

Data/documentation

Privacy/confidentiality

Life insurance knowledge

Wealth management

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Visio

Job description

Position: Senior Client Services Administrator

Industry Sector: Insurance & Wealth Management

Compensation: $80,000-100,000 plus benefits, bonus, pension, and a GREAT office environment

Location: Toronto IN-OFFICE 5 days/week

Role Overview

Our client is a multi-generational advisory firm supporting the wealthy community with tax planning, estate preservation, philanthropy and succession plans. They are respected experts in a niche area.

This role will support the day-to-day service needs of clients, their accountants, and other trusted professionals—representing the company with integrity, warmth, and precision across every interaction.

Responsibilities Include But Are Not Limited To

• Be client facing and assist with a variety of client service requests.
• Document and track all correspondence, updates, and follow-up actions within internal systems.
• Provide policy details to clients, business owners, assignees, accountants, and other partners as required or needed.
• Maintain up-to-date CRM records, ledgers, and client summaries to support seamless workflow.
• Actively engage in learning to expand your knowledge of life insurance, planning strategies, and internal processes.
• Support team initiatives, special projects, events, client appreciation activities and presentations.

Qualifications

• 10+ years in a senior administrative, executive support or client facing service role
• 5+ years experience working within life insurance or wealth management space
• Superior written and verbal communication skills.
• Exceptional attention to detail, accuracy, and organization, paired with a refined and sophisticated approach.
• Strong proficiency in Word, Excel, PowerPoint, and Visio.
• Strong aptitude for working with numbers and documentation.
• Commitment to privacy, confidentiality, and the stewardship of sensitive client information.

Why this job

Work in a beautiful, modern office with exposure to the leadership team. This company prioritizes work-life balance and well-being. They have a premium on-site fitness facility, offer a great compensation package with excellent health and wellness benefits and job stability.

TSSHP

Job ID: #16817643