Job Title

A highly respected wealth management and life insurance advisory firm in Toronto is seeking an experienced Senior Client Services Associate to support a sophisticated portfolio of ultra-high-net-worth (UHNW) clients . This role is ideal for a professional with deep experience in life insurance administration, wealth management client service, and complex case coordination . The successful candidate will play a key role in delivering an exceptional client experience while supporting advisors with policy implementation, account servicing, and ongoing relationship management. This is a full-time, in-office role in Toronto , working closely with a team that advises high-net-worth and ultra-high-net-worth families, entrepreneurs, and executives . The Role Senior Client Services Associate As a Senior Client Services Associate , you will act as a key liaison between clients, advisors, insurance carriers, and financial institutions. You will manage complex client service needs related to life insurance policies, wealth planning strategies, and high-value client accounts while maintaining a high standard of professionalism and responsiveness. You will support the advisory team in delivering best-in-class service to ultra-high-net-worth clients , ensuring policies and financial strategies are implemented smoothly and maintained with precision. Key Responsibilities Manage ongoing service for a portfolio of ultra-high-net-worth wealth management and insurance clients Coordinate life insurance policy implementation, underwriting documentation, and policy administration Liaise with insurance carriers, financial institutions, and internal advisors Prepare and review documentation related to life insurance applications, policy changes, and renewals Support advisors in executing advanced wealth planning and insurance strategies Ensure timely follow-up on client requests and service inquiries Maintain accurate records in CRM and client servicing systems Assist with high-value client onboarding and account maintenance Coordinate client documentation and reporting related to insurance and wealth planning solutions Candidate Profile 10+ years of experience in life insurance client service, wealth management support, or financial advisory administration Experience working with high-net-worth or ultra-high-net-worth clients Strong knowledge of life insurance products, underwriting processes, and policy servicing Familiarity with wealth management structures and financial planning coordination Exceptional attention to detail and ability to manage complex documentation Strong relationship management and communication skills Ability to operate in a high-touch client service environment Proficiency with CRM systems and financial services administrative processes Why This Opportunity Work with a respected advisory firm serving ultra-high-net-worth families and business owners Exposure to sophisticated wealth management and life insurance planning strategies Collaborative team environment with experienced advisors Stable, long-term role within a growing advisory practice Competitive compensation and benefits In-office role located in Toronto How to Apply All inquiries and applications will be handled with strict confidentiality . Qualified professionals with strong experience in wealth management client service and life insurance administration are encouraged to apply.