Senior Client Experience & Wealth Lead

Summit Search Group; Dartmouth; On-site; CAD 75,000 - 85,000; Full time

Job summary

A professional services firm is seeking a Senior Client Relationship Manager in Dartmouth, NS. This role involves collaborating with wealth coaches to manage clients through the life insurance application process. The ideal candidate holds a relevant degree, has experience in client servicing within the insurance or financial industry, and possesses strong organizational skills. Responsibilities include enhancing the client experience, maintaining detailed documentation, and managing client communication. Competitive salary offered with a full-time contract.

Qualifications

• Experience in a client servicing role in the insurance or financial industries.
• LLQP certification is preferred.

Responsibilities

• Collaborate with wealth coaches and clients throughout the life insurance application process.
• Manage the overall client experience with a focus on responsiveness.
• Oversee in-force policy servicing and maintain high standards of client care.
• Perform data entry in CRM software while maintaining accurate documentation.
• Manage the lead funnel and provide regular communication with clients.

Skills

Client servicing

Organizational skills

Attention to detail

Multi-tasking skills

Education

Post-secondary degree or diploma in a relevant field

Tools

Microsoft Office

HubSpot

Calendly

Job description

A professional services firm is seeking a Senior Client Relationship Manager in Dartmouth, NS. This role involves collaborating with wealth coaches to manage clients through the life insurance application process. The ideal candidate holds a relevant degree, has experience in client servicing within the insurance or financial industry, and possesses strong organizational skills. Responsibilities include enhancing the client experience, maintaining detailed documentation, and managing client communication. Competitive salary offered with a full-time contract.