Senior Client Services Administrator

Gilder Search Group; Toronto; On-site; CAD 80,000 - 100,000; Full time

Benefits offered by this job

Health benefits

On-site fitness facility

Well-being programs

Job summary

Gilder Search Group in Toronto is seeking a Senior Client Services Administrator to support high-net-worth clients and advisor partners. The role focuses on service excellence, accuracy, and discretion in a wealth management context.

You will manage client communications, maintain CRM records, and collaborate across teams to ensure timely, accurate policy details and reporting. A premium office environment and strong benefits package accompany a stable, in-office role.

Qualifications

• Superior written and verbal communication skills.
• Commitment to privacy, confidentiality, and the stewardship of sensitive client information.
• 10+ years in a senior administrative, executive support or client facing service role

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

Verbal communication

Written communication

Attention to detail

Client facing service

Privacy/confidentiality

Tools

Word

Excel

PowerPoint

Visio

Job description

Position: SeniorClient 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 #LI-TS1

Job ID: #16817643