Client Service Representative
Job Description
Location
Toronto, ON (Hybrid, 3 days onsite per week, including Tuesdays and Thursdays, plus 1 flexible onsite day)
Language
Excellent written and spoken English communication skills required
Duration
12-Month Contract
Background Check Requirement
Must be eligible to complete any required financial services screening and verification processes
About the Opportunity
We are seeking a Trust Account Transition Specialist to support a large-scale trust account transfer initiative within a well-established financial services environment. In this role, you will serve as a key point of contact for clients, attorneys, and internal partners, helping ensure trust accounts are transitioned smoothly while meeting fiduciary, legal, and operational requirements.
This opportunity is ideal for someone who enjoys combining client service with administrative coordination and trust administration. You will work...