Customer Success Manager

Morgan McKinley; Toronto; Hybrid; CAD 90,000 - 100,000; Full time

Job summary

A growing Asset Management firm in Downtown Toronto is seeking a Customer Success Manager. The role focuses on enhancing relationships with clients and referral agents, ensuring exceptional customer experiences. Candidates should have at least 2 years of relevant experience and a diploma or degree in Finance or a related field. The position offers a salary of $90K - $100K, health care benefits, and a flexible hybrid work model.

Benefits

Base Salary $90K - $100K

Healthcare Benefits

Flexible hybrid work model

Qualifications

• Minimum 2 years of experience in a similar position.
• Experience in Asset Management, Investment Management, or related fields.
• Strong relationship management skills.

Responsibilities

• Lead client-first strategy and enhance customer satisfaction.
• Build strong relationships with referral agents.
• Guide onboarding and ensure understanding of offerings.
• Monitor and track referral activities and performance metrics.

Skills

Relationship Management

Client Engagement Strategies

Problem Resolution

Education

Diploma or degree in Finance, Business, Marketing, or a related field

Job description

Customer Success Manager – FinTech / Asset Management

Location: Downtown Toronto

Work Model: Hybrid

Company Overview

Our client, a growing Asset Management firm, is seeking a Customer Success Manager to join their Toronto team.

This is an exciting opportunity to join an international organization that blends the stability of a global enterprise with the agility and innovation of a startup culture. You’ll collaborate with top professionals worldwide and play a key role in delivering an outstanding client experience.

Core Responsibilities

As a Customer Success Manager, you’ll lead the effort to ensure an exceptional customer journey by driving a client-first strategy and initiatives that enhance satisfaction and engagement.

• Relationship Management: Serve as the main point of contact for referral agents, building strong, trusted relationships and acting as their advocate internally.
• Onboarding & Implementation: Guide new referral agents through onboarding, ensuring they understand our offerings, processes, and tools to successfully refer clients.
• Performance Monitoring: Track referral activity, performance metrics, and engagement levels; provide insights and regular updates to both internal teams and agents.
• Engagement & Retention: Develop strategies to maintain regular communication, provide value-added support, and ensure a high level of satisfaction among referral partners.
• Issue Resolution: Proactively identify and resolve any friction points or operational issues affecting agents’ ability to refer effectively. Work closely with the CX team to identify and resolve training gaps or technical issues.
• Account Growth: Identify opportunities to deepen relationships with referral agents and have them increase the number of referrals.
• Collaboration: Work cross-functionally with sales, customer experience, marketing, and compliance teams to support referral agent needs and streamline workflows.
• Training & Support: Create training resources, FAQs, and updates to keep agents informed and equipped to succeed.
• Feedback Loop: Capture agent feedback and relay it internally to inform product, service, and process improvements.

Qualifications:

• Diploma or degree in Finance, Business, Marketing, or a related field;
• 2+ years of experience in a similar position
• Experience within the Asset Management, Investment Management, Portfolio Management, Financial Services or Banking industry is required

What We Offer:

• Base Salary $90K - $100K
• Healthcare Benefits
• Opportunity to gain experience within a multinational organization
• Flexible hybrid work model

If you’re passionate about building relationships and delivering exceptional customer experiences in the financial sector—apply now!