Remote Client Experience Manager - Financial Services

Bellwether Investment Management Inc.; Peterborough; Hybrid; CAD 60,000 - 70,000; Full time

Job summary

A financial services company located in Ontario is looking for a Client Experience Manager. The role is centered on managing the full client lifecycle, from onboarding and account maintenance to orchestrating client events. Ideal candidates will possess strong interpersonal skills, detail orientation, and proficiency in various software tools. This position offers a salary range of $60,000 – $70,000 annually, along with bonus potential, and primarily remote working conditions with occasional office visits required.

Qualifications

• Strong computer skills, particularly in Microsoft Office.
• Knowledge of AML procedures preferred.
• Excellent interpersonal skills for client relations.
• Detail-oriented with strong organizational skills.
• Ability to handle sensitive information discreetly.

Responsibilities

• Manage the full client lifecycle, ensuring exceptional service.
• Coordinate client event initiatives and manage logistics.
• Assist in client account management and documentation.
• Conduct financial research to support investment strategies.
• Ensure regulatory compliance and maintain accurate records.
• Manage internal communications and office operations.

Skills

Microsoft Office Suite

CRM Software

Portfolio Management

Accounting Software

Interpersonal Skills

Detail-Oriented

Organizational Skills

Education

Post-secondary education in business

Canadian Securities Course

Job description

A financial services company located in Ontario is looking for a Client Experience Manager. The role is centered on managing the full client lifecycle, from onboarding and account maintenance to orchestrating client events. Ideal candidates will possess strong interpersonal skills, detail orientation, and proficiency in various software tools. This position offers a salary range of $60,000 – $70,000 annually, along with bonus potential, and primarily remote working conditions with occasional office visits required.