Sr. Client Services Manager

Toronto (ON) Both (on-site & remote)
Opportunity Number: 2066965
Financial Services & InsuranceProfessional
LanguageSecurity Clearance
English verbal and writtenCriminal Check at time of placement
Start PeriodDate Posted
Two weeks +Friday, November 19, 2021
Job Description

Our client, new digital wealth management platform, is seeking a Sr. Client Experience Manager to join their growing team! The ideal candidate will have experience with client engagement, project management, project planning, system support and

Roles and Responsibilities

  • Manage relationships with clients
  • Manage wealth and portfolio management business problems with software designs, and work with developers to build them out.
  • Overseeing the direction, planning, coordination, implementation, execution, control and completion of projects, while remaining aligned with strategy, commitments and goals of the organization.
  • Excellent communication skills.
  • Strong understanding of financial knowledge to address problems and improve processes.

Qualifications and Experience
  • Bachelor’s Degree in Business or Finance related field or equivalent
  • Financial domain knowledge is required; CFA is a plus
  • Excellent client relationship management skills
  • Proven experience in project management in risk, wealth or portfolio management industry

Education and Certifications

Minimum education required: University Degree or College Diploma

If you are interested, please apply below for IMMEDIATE consideration!

We’re an equal opportunities employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.
Merci de l’intérêt que vous manifestez pour ce poste. La description du poste nous a été fournie en anglais par notre client. Si vous souhaitez passer l’entrevue avec nous en français ou fournir votre CV en français, nous vous confierons à une personne de notre équipe qui parle français.

Opportunity Number: 2066965

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