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Client Services Manager
2 months ago
We are a leading independent, full-service investment firm with a rich history of over 100 years. Our firm is wholly owned by our team members, and we take pride in our tradition of leadership in the financial community. We are recognized as one of Canada's Best Managed Companies and one of Canada's Most Admired Corporate Cultures.
Our Culture and ValuesWe are guided by a set of timeless core values that are the cornerstone of our culture: Clients First, People, Accountability, Independence, Integrity, and Community. These values are the principles that provide a compass for our actions and unify us as a team.
The OpportunityWe are seeking a Manager, Client Services to join our award-winning firm in the Vancouver office. As a key member of our team, you will lead the Account Transfers and Registered Accounts teams in providing exceptional client service to advisory groups in a fast-paced, ever-changing regulatory environment.
Key Responsibilities- Provide leadership to Account Transfers and Registered Accounts team members in delivering client service excellence
- Support and coach the teams with a focus on incoming external client asset transfers and registered products
- Coordinate and supervise activities for effective Account Transfers and Registered Accounts daily operations
- Ensure standard operating procedures are updated and followed, and service level agreements are met
- Provide expert advice in Account Transfers and Registered Accounts processes and best practices to advisors and their advisory support teams
- Minimum of 7 years of investment industry experience with hands-on management skills
- In-depth knowledge of the investment industry, regulatory environment, legal, estate, and tax matters
- Expertise in Account Transfers and Registered Accounts processes
- Proven ability to deliver results within prescribed deadlines
- Excellent communication and relationship-building skills
We offer a competitive total rewards package, mentorship programs, flexible work options, and a variety of professional development opportunities to expand your career. This role has an expected salary of $82,000 – $90,000/year, plus the potential for bonuses.
