Transitions Relationship Manager — Lead Client Experience

CI Financial; Toronto; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Enhanced Group Benefits

Job summary

A leading financial services firm in Toronto is seeking a Relationship Manager, Transitions. This role involves managing a team to ensure seamless transitions for advisors and providing essential support. The ideal candidate will have experience in financial services, strong leadership abilities, and excellent communication skills. Competitive benefits and a focus on diversity and inclusion make this an exciting opportunity.

Qualifications

• 3 - 5 years’ experience within the financial services industry.
• Leadership experience in managing a team.
• Mutual fund and/or securities operation experience.

Responsibilities

• Lead and manage a transition service and operations team.
• Ensure client satisfaction by addressing escalated items.
• Track team statistics to manage the volume of inquiries.

Skills

Leadership skills

Excellent communication

Time-management

Understanding of onboarding

Client service

Education

College/University Degree or equivalent experience

Tools

Salesforce

RPM

Fundserv

PureFees

Job description

A leading financial services firm in Toronto is seeking a Relationship Manager, Transitions. This role involves managing a team to ensure seamless transitions for advisors and providing essential support. The ideal candidate will have experience in financial services, strong leadership abilities, and excellent communication skills. Competitive benefits and a focus on diversity and inclusion make this an exciting opportunity.