{"id":2200390,"url":"https://alion.io/job/aplin-client-services-specialist","title":"Client Services Specialist","company":{"id":3860801,"name":"Aplin","domain":"aplin.com","url":"https://alion.io/company/aplin-2","size_band":null,"is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Schema","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Markham, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":60000,"max":65000,"currency":"USD","period":"year","gross":null,"usd_annual":65000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-09T20:45:49Z","employer_posted_date":"2026-10-12","last_verified_at":"2026-10-14T22:31:23Z","board_verified":true,"closed_at":null,"days_open":5,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":5},"description":"To Apply for this Job Click Here\nOur client, a boutique wealth management practice in Markham, ON, is seeking a highly organized, client-focused, and proactive Client Services Specialist to support their advisory team. This role is ideal for someone with hands-on experience in a wealth management or investment advisory environment who combines exceptional client service with strong judgment, attention to detail, and independent problem-solving skills.\nThe successful candidate will play a key role in supporting financial advisors, managing client relationships, and ensuring the smooth day-to-day operation of the practice. They will be comfortable taking ownership of client and operational issues, thinking through solutions independently, and knowing when to escalate matters to the advisory team.\nCompensation\n$60,000 - $65,000 base salary\nFully on-site role in Markham, ON\nBenefits & Perks\nPermanent opportunity with comprehensive health and dental benefits\n2 weeks’ vacation, plus additional time off during the office closure between Christmas and New Year\nCollaborative, close-knit team environment\nStrong exposure to wealth management operations and client servicing\nOpportunity for growth as the business expands\nKey Responsibilities\nAct as the first point of contact for clients, delivering a professional, polished, and high-touch client experience across phone, email, and in-person interactions\nManage advisor calendars and coordinate client meetings, including scheduling, confirmations, and preparation of meeting materials\nMonitor and manage multiple inboxes, ensuring timely, accurate, and professional communication with clients\nSupport advisors with investment account administration, including account opening, transfers, and ongoing client record maintenance\nPrepare client-ready materials for portfolio reviews and client meetings\nLiaise with clients and internal stakeholders to resolve inquiries efficiently and professionally\nAssess client and administrative issues, troubleshoot problems independently, and determine appropriate next steps before escalating when necessary\nProactively identify issues, take ownership of follow-through, and ensure matters are resolved accurately and efficiently\nMaintain CRM systems and ensure accuracy and completeness of client data\nSupport the advisory team with day-to-day operational and administrative requirements\nPerform light office management duties, including opening/closing the office, ordering supplies, and preparing meeting rooms\nExercise sound judgment when handling confidential client information and sensitive client matters\nIdentify opportunities to improve processes and contribute to the overall efficiency of the practice\nQualifications & Experience\n3+ years of experience in a wealth management, investment advisory, or financial services environment, ideally supporting financial advisors\nHands-on experience with investment account opening, transfers, and ongoing account administration\nExperience preparing materials for portfolio reviews and client meetings\nProven experience providing high-touch client service in a professional financial services environment\nStrong critical-thinking and problem-solving skills, with the ability to assess situations independently and determine appropriate next steps\nDemonstrated ability to take initiative, work independently, and resolve issues without requiring frequent direction\nExceptional verbal and written communication skills\nStrong organizational skills with the ability to manage multiple priorities and high volumes of communication\nHigh level of professionalism, discretion, attention to detail, and reliability\nStrong working knowledge of Microsoft Office, including Outlook, Word, and Excel\nExperience with CRM systems\nExperience with Dataphile and/or Croesus is a strong asset\nComfortable working independently in a small, team-oriented office environment\nDemonstrated ability to take ownership of responsibilities and follow tasks through to completion\nStrong judgment and a proactive approach to client service and problem-solving\nAt Aplin - together with our brands CompuStaff, Impact Recruitment, and Vantix Systems - we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers. Accommodation is available upon request throughout all stages of the recruitment process.\nTo Apply for this Job Click Here","description_format":"text","description_chars":4809,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-09T21:12:57Z"}],"visa":[],"liveness":{"score":30,"band":"fade","label":"Fading","p_open":1,"p_active":0.402,"p_room":0.75,"age_days":4,"expected_fill_days":5,"reasons":["conf:3","agency","velocity","win:late","comp:brand"],"computed_at":"2026-10-14T06:34:16Z"},"pay":{"stated_usd_annual":65000,"is_top_pay":false},"html_url":"https://alion.io/job/aplin-client-services-specialist","json_url":"https://alion.io/job/aplin-client-services-specialist.json","meta":{"generated_at":"2026-10-14T23:58:08Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":437,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3860801},"rest":"https://alion.io/mcp/rest/get_company?id=3860801"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Faplin-client-services-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Faplin-client-services-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Faplin-client-services-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/aplin-client-services-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Faplin-client-services-specialist"}]}