Client Services Associate
Top Benefits
About the role
Client Service Associate (Wealth Management)
Employment Type: Full-Time
Join a Growing Wealth Management Team Are you an organized, client-focused professional who thrives in a fast-paced wealth management environment? Do you enjoy being the person who keeps everything running smoothly behind the scenes while delivering an exceptional client experience? Our client is seeking a Client Service Associate to become a key member of their growing advisory team. This is an excellent opportunity for an experienced wealth management professional who takes pride in delivering outstanding service, enjoys working collaboratively, and is looking to build a long-term career with a respected firm.
What You'll Do
As a trusted member of the team, you'll play an integral role in supporting advisors and ensuring clients receive an exceptional experience every step of the way.
Wealth Management Operations
Prepare client meeting packages and all required documentation accurately and efficiently. Process financial transactions and maintain thorough records. Monitor and follow up on trades to ensure timely completion and resolution of any outstanding items.
Client Relationship Management (CRM)
Maintain accurate and up-to-date client records within the CRM. Manage automated workflows and identify opportunities to improve efficiency. Support data integrity and leverage CRM tools to enhance the client experience.
Insurance Administration
Service existing insurance policies and respond to client inquiries. Coordinate with insurance carriers regarding policy updates and client requests. Assist with policy changes, renewals, and claims administration.
Advisor & Client Support
Prepare reports, financial summaries, and documentation for client meetings. Draft client correspondence on behalf of advisors. Coordinate meeting schedules and ensure appointments run seamlessly.
Office & Administrative Operations
Maintain organized digital and physical client files. Assist with expense reporting, vendor coordination, and office administration. Recommend and implement process improvements to enhance operational efficiency.
What You Bring
We're looking for someone who is proactive, detail-oriented, and passionate about providing exceptional client service.
Required Qualifications
3+ years of administrative experience within the wealth management industry (mutual fund administration experience preferred). Strong analytical and problem-solving abilities. Excellent verbal and written communication skills. Experience using CRM systems and Microsoft 365. Experience with the Univeris platform. A self-starter who can manage priorities independently while working collaboratively with the team.
Nice to Have
Bachelor's degree or college diploma. Insurance administration experience. Experience using Maximizer CRM.
What You'll Receive
Competitive salary with performance-based bonus opportunities. Comprehensive health and dental benefits. Paid vacation. Ongoing professional development and learning opportunities. A collaborative, supportive team environment where your contributions make a meaningful impact. The opportunity to grow your career within an established and expanding wealth management practice. Interested? If you're looking for a role where your attention to detail, organizational skills, and commitment to client service will truly make a difference, we'd love to hear from you.
Not the right fit? Search for Client Services Associate jobs in Markham, Ontario, Canada
About The Vantage Talent Group
🌟 The Vantage Talent Group- A Distinctive Approach to Talent Solutions for Financial Services Organizations
At The Vantage Talent Group, we deliver tailored consulting, recruitment, and thought leadership solutions for the financial services industry. Our mission is to bridge the gap between experience and innovation, empowering advisors and firms to scale, solve staffing challenges, and create seamless succession opportunities.
💡 What Sets Us Apart?
Comprehensive Consulting Expertise: We provide independent, strategic guidance to help organizations optimize teams, address succession planning, and enhance operational efficiency. Our consulting solutions align with your unique goals, ensuring long-term success.
Strategic Recruitment Solutions: Leveraging our extensive industry network, we connect financial services organizations with top-tier talent. From back-office support to specialized advisory roles, our recruitment services build high-performing teams that drive sustainable growth.
Engaging Speaking & Thought Leadership: We deliver impactful presentations and workshops on key practice management topics, inspiring and educating audiences of all sizes. Our sessions provide actionable insights to help financial professionals navigate industry challenges and seize new opportunities.
🤝 Strategic Partnerships for Long-Term Success: At The Vantage Talent Group, we are dedicated to forming lasting partnerships with advisors and organizations across North America. By combining consulting, recruitment, and thought leadership, we help build cohesive teams, create competitive advantages, and position your practice for sustained growth.
🚀 Join Us on the Journey: Experience the transformative power of tailored consulting, recruitment, and thought leadership solutions. Connect with The Vantage Talent Group today to discover how we can help elevate your practice and achieve your goals.
Similar Jobs
Client Services Associate
Top Benefits
About the role
Client Service Associate (Wealth Management)
Employment Type: Full-Time
Join a Growing Wealth Management Team Are you an organized, client-focused professional who thrives in a fast-paced wealth management environment? Do you enjoy being the person who keeps everything running smoothly behind the scenes while delivering an exceptional client experience? Our client is seeking a Client Service Associate to become a key member of their growing advisory team. This is an excellent opportunity for an experienced wealth management professional who takes pride in delivering outstanding service, enjoys working collaboratively, and is looking to build a long-term career with a respected firm.
What You'll Do
As a trusted member of the team, you'll play an integral role in supporting advisors and ensuring clients receive an exceptional experience every step of the way.
Wealth Management Operations
Prepare client meeting packages and all required documentation accurately and efficiently. Process financial transactions and maintain thorough records. Monitor and follow up on trades to ensure timely completion and resolution of any outstanding items.
Client Relationship Management (CRM)
Maintain accurate and up-to-date client records within the CRM. Manage automated workflows and identify opportunities to improve efficiency. Support data integrity and leverage CRM tools to enhance the client experience.
Insurance Administration
Service existing insurance policies and respond to client inquiries. Coordinate with insurance carriers regarding policy updates and client requests. Assist with policy changes, renewals, and claims administration.
Advisor & Client Support
Prepare reports, financial summaries, and documentation for client meetings. Draft client correspondence on behalf of advisors. Coordinate meeting schedules and ensure appointments run seamlessly.
Office & Administrative Operations
Maintain organized digital and physical client files. Assist with expense reporting, vendor coordination, and office administration. Recommend and implement process improvements to enhance operational efficiency.
What You Bring
We're looking for someone who is proactive, detail-oriented, and passionate about providing exceptional client service.
Required Qualifications
3+ years of administrative experience within the wealth management industry (mutual fund administration experience preferred). Strong analytical and problem-solving abilities. Excellent verbal and written communication skills. Experience using CRM systems and Microsoft 365. Experience with the Univeris platform. A self-starter who can manage priorities independently while working collaboratively with the team.
Nice to Have
Bachelor's degree or college diploma. Insurance administration experience. Experience using Maximizer CRM.
What You'll Receive
Competitive salary with performance-based bonus opportunities. Comprehensive health and dental benefits. Paid vacation. Ongoing professional development and learning opportunities. A collaborative, supportive team environment where your contributions make a meaningful impact. The opportunity to grow your career within an established and expanding wealth management practice. Interested? If you're looking for a role where your attention to detail, organizational skills, and commitment to client service will truly make a difference, we'd love to hear from you.
Not the right fit? Search for Client Services Associate jobs in Markham, Ontario, Canada
About The Vantage Talent Group
🌟 The Vantage Talent Group- A Distinctive Approach to Talent Solutions for Financial Services Organizations
At The Vantage Talent Group, we deliver tailored consulting, recruitment, and thought leadership solutions for the financial services industry. Our mission is to bridge the gap between experience and innovation, empowering advisors and firms to scale, solve staffing challenges, and create seamless succession opportunities.
💡 What Sets Us Apart?
Comprehensive Consulting Expertise: We provide independent, strategic guidance to help organizations optimize teams, address succession planning, and enhance operational efficiency. Our consulting solutions align with your unique goals, ensuring long-term success.
Strategic Recruitment Solutions: Leveraging our extensive industry network, we connect financial services organizations with top-tier talent. From back-office support to specialized advisory roles, our recruitment services build high-performing teams that drive sustainable growth.
Engaging Speaking & Thought Leadership: We deliver impactful presentations and workshops on key practice management topics, inspiring and educating audiences of all sizes. Our sessions provide actionable insights to help financial professionals navigate industry challenges and seize new opportunities.
🤝 Strategic Partnerships for Long-Term Success: At The Vantage Talent Group, we are dedicated to forming lasting partnerships with advisors and organizations across North America. By combining consulting, recruitment, and thought leadership, we help build cohesive teams, create competitive advantages, and position your practice for sustained growth.
🚀 Join Us on the Journey: Experience the transformative power of tailored consulting, recruitment, and thought leadership solutions. Connect with The Vantage Talent Group today to discover how we can help elevate your practice and achieve your goals.