Client Experience Lead: Delight Clients & Streamline Journeys

DesignWealth; Victoria; On-site; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Health Spending Account

RRSP contributions

Flex days and vacation time

On-site parking available

Job summary

A financial services firm in Victoria is seeking a Client Experience Lead to be the main point of contact for clients, ensuring seamless interactions. Responsibilities include managing onboarding, coordinating meetings, and maintaining client systems. Ideal candidates should possess strong communication skills, organizational abilities, and at least 2 years of client service experience. This role offers professional growth in a supportive team environment with competitive benefits and flexible hours.

Qualifications

• 2+ years of experience in client service or administrative support.
• Detail-oriented and organized.
• Ability to handle confidential information with discretion.

Responsibilities

• Act as the main point of contact for clients.
• Manage client onboarding, documentation, and follow-ups.
• Coordinate client meetings and debriefs.

Skills

Client service experience

Organizational skills

Excellent communication skills

Tech-savvy with Microsoft 365

Education

Post-secondary diploma or university degree

Tools

Cloven CRM

Microsoft 365

Job description

A financial services firm in Victoria is seeking a Client Experience Lead to be the main point of contact for clients, ensuring seamless interactions. Responsibilities include managing onboarding, coordinating meetings, and maintaining client systems. Ideal candidates should possess strong communication skills, organizational abilities, and at least 2 years of client service experience. This role offers professional growth in a supportive team environment with competitive benefits and flexible hours.