Client Service Specialist
Location
oakville, on
Job Type
Full-time
Category
Other-General
Posted
June 18, 2026
Responsibilities
The Client Service Specialist will provide support and assistance to the Senior Account Executive. This includes preparing and processing financial services proposals/statements in a timely manner; managing client documentation and client inquiries; and maintaining client files and all related information in a secure client database. The role requires 4 days/week in office and will require some regional travel to visit clients.
The Client Service Specialist will:
- Provide confidential support to the Senior Account Executive
- Prepare Marketing, Renewal and New Business Proposals
- Act as a main point of contact for client’s enquiries; responding to client questions and requests within one business day
- Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
- Contribute to th...