Client Services Support Specialist

3 days ago


Windsor, Ontario, Canada Staffix Professional Staffing Full time
Client Support Role

We are seeking a highly organized and detail-oriented individual to join our team as a Client Support Specialist. As a key member of our Wealth Management office, you will be responsible for delivering exceptional support to our clients and financial advisors.

Key Responsibilities:
  • Provide personalized service to build strong client relationships
  • Support financial advisors with scheduling, preparation, and follow-up on advisor/client meetings
  • Assist with client activities, including completing and signing documents
  • Optimize and manage calendars for senior wealth management professionals
  • Manage daily operations to ensure a smooth workflow
  • Utilize Microsoft Office Suite to create professional presentations, reports, and correspondence
What We Offer:
  • A comprehensive benefits package, including health and dental insurance and paid time off (PTO) and sick leave

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for delivering exceptional support, we encourage you to apply for this exciting opportunity.



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