City : Markham

Category : Yearly Direct Hire

Industry : Recruitment/Staffing

Employer : The Adecco Group

Adecco is partnering with a client in the wealth management and financial services industry to hire a full‑time Client Services Specialist based in Scarborough, ON. This role is ideal for a polished, detail‑oriented professional who excels at client service and administrative coordination while supporting a senior Advisor in delivering an exceptional client experience.

As a key point of contact, you will play an integral role in maintaining strong client relationships, managing day‑to‑day operational tasks, and ensuring office activities run smoothly, efficiently, and professionally.

• Pay Rate: $55k - $65k/annually

• Location: Markham, ON (ON SITE)

• Shift: Monday to Friday | 9 am to 5 pm 

• Job type: Permanent | Full-time

• Vacancy Status: This posting is for an existing vacancy.

Responsibilities:

Client Service & Front Office Support

• Serve as a primary point of contact for clients, delivering a warm, professional, and highly responsive service experience

• Answer inbound calls, welcome office visitors, and ensure all interactions reflect the high standards of the practice

• Support the Advisor in maintaining strong client relationships through consistent communication and timely follow‑up

Advisor & Administrative Support

• Coordinate and prepare for client meetings, both in‑person and virtual

• Manage the Advisor’s calendar, including scheduling meetings, coordinating logistics, sending reminders, and confirming appointments

• Monitor and manage the Advisor’s email flow by flagging priority items, responding to straightforward inquiries when appropriate, and ensuring timely follow‑up

• Support the Advisor’s daily workflow by organizing priorities and keeping activities moving forward

Account & Transaction Support

• Open new client accounts and ensure all documentation is complete, accurate, and processed efficiently

• Assist with deposits, withdrawals, transfers, and other account‑related administrative requests

• Review daily cash and transaction activity, helping identify and resolve discrepancies promptly

• Prepare portfolio review packages and meeting materials

Office & Insurance Administration

• Oversee front‑desk operations, receive deliveries, prepare meeting spaces, and manage office supplies and general office needs

• Provide insurance‑related administrative support, including:

  • Monitoring insurance portals

  • Tracking follow‑ups

  • Sending premium reminders

• Assist with basic insurance quotes and related documentation as required

Qualifications and Skills:

• 5+ years of experience in a client service, administrative, or operational support role within:

  • Wealth management

  • Financial services

  • Insurance

  • Or a similar professional environment

• Polished, professional, and client‑focused presence

• Strong judgment with the ability to manage confidential and time‑sensitive information discreetly

• Exceptional attention to detail and strong organizational skills

• Excellent written and verbal communication skills

• Ability to manage multiple priorities with accuracy, composure, and follow‑through

• Proficiency in Microsoft Office (Outlook, Word, Excel) and experience working with CRM systems

• Experience with Dataphile and Croesus is preferred

• Prior insurance‑related administrative experience is considered an asset

• Securities (CIRO) and Insurance licenses are a plus

• Self‑starter mindset with the ability to work independently, take ownership, and follow through reliably

• Must be legally eligible to work, and reside in Canada

Are you interested in this position? Apply now! Our dynamic team of recruiters will reach out if you qualify for this role.

At Adecco our purpose is simple: to make the future work for everyone. We live our values, Passion, Collaboration, Inclusion, Courage, and Customers at Heart, by fostering a workplace where diversity is celebrated and every voice matters. We encourage applications from individuals of all backgrounds and identities. Together, we’re making the future work for everyone.

Please reach out to learn how the Aspire Academy can upskill you into your next role.

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