Manager of Client Financial Services

2 months ago


Aurora, Canada Carruthers Walker Financial Full time

**Overview**
We are looking for a Client Manager who will be responsible for meeting the daily requirements of our investment clients. You will be responsible for managing all aspects of processing trades, supporting our team of advisors, maintaining our CRM, and managing the client journey from end to end.

**Responsibilities**
- Prepare and process mutual fund trades and service forms
- Ensure client's investment accounts are compliant
- Provide an exceptional client experience and manage our CRM (Maximizer)
- Manage and lead the resolution of client escalations
- Assist in the creation and implementation of the client journey

**Experience**
- Superior interpersonal and communication skills
- Entrepreneurial attitude and self-motivation to achieve superior results
- Great attention to detail, the ability to multitask and prioritize
- Working knowledge of Microsoft Office and CRM software
- Strong understanding of RRSP, TFSA, LIRA & LIF regulations (preferred)
- Bachelor's degree, ideally in commerce or business administration or related experience.

**Requirements**:

- Resume
- Cover letter: With the following information. Your short or long term goals and and your favourite movie or TV show

Pay: $50,000.00-$55,000.00 per year

**Benefits**:

- Paid time off
- Wellness program

Schedule:

- Monday to Friday
- No weekends

Work Location: In person



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