Relationship Manager, Client Experience Team Lead

1 month ago

Toronto, Ontario, Canada CI Financial Full time
Job Title: Relationship Manager, Client Experience Team

At CI Financial, we are committed to providing a safe and inclusive work environment where employees can thrive. As a Relationship Manager, Client Experience Team, you will play a crucial role in advisor satisfaction, serving as a critical liaison between advisors and the head office.

Key Responsibilities:
  • Lead and manage an assigned client service team, ensuring excellence in performance and task execution.
  • Cultivate a collaborative and high-performance team environment.
  • Ensure client satisfaction by maintaining organization and promptly addressing escalated items.
  • Collaborate seamlessly with colleagues across the organization to facilitate daily activities.
  • Provide invaluable support to advisors by identifying areas for business improvement and offering strategic solutions.
  • Effectively track team statistics to manage the volume of inquiries and ensure team performance is optimal.
  • Collaborate closely with the back office for escalations and identify workflow efficiencies.
Qualifications:
  • At least five years of work experience providing client service in the investment, banking, or related industries.
  • Completion of Canadian Securities Course (CSC)
  • Prior experience leading service teams within B2B or complex clients would be an asset
  • Ability to interpret data and use as a tool to coach your team
  • Strong MS Office skills (Outlook, Word, and Excel).
  • Demonstrated collaborative approach to problem-solving.
  • Experience with industry-related client service.
  • Strong communication skills.
  • Proven ability to manage a team.
About CI Financial:

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

What We Offer:
  • Modern HQ location within walking distance from Union Station
  • Flexible & Hybrid Work Program
  • Equipment Purchase Program
  • Training Reimbursement
  • Paid Professional Designations
  • Employee Share Purchase Program (ESPP)
  • Corporate Discount Program
  • Enhanced group benefits
  • Parental Leave Top–up program
  • Fitness membership discounts
  • Volunteer paid Days
  • Complimentary vending machines

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

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