Client Relations Specialist, The Ladders

4 weeks ago


Montreal, Quebec, Canada the Ladders Full time

The Ladders:
Client Relations Specialist

A Client Relations Specialist plays a pivotal role in managing and enhancing existing client portfolios by leveraging exceptional client service skills and financial knowledge to develop customized investment strategies tailored to each client.


Primary responsibilities include:

  • Fostering and expanding client relationships to improve satisfaction and loyalty
  • Creating and executing personalized investment strategies aligned with client goals and aspirations
  • Offering continuous support and insights to clients regarding their investment choices
  • Working collaboratively with team members to ensure client objectives are achieved and surpassed
  • Assessing and reviewing the performance of client portfolios to implement strategic modifications
This position demands outstanding interpersonal abilities, financial insight, and a commitment to providing exceptional service to clients. Become a part of our team at The Ladders and assist clients in reaching their financial aspirations through expert advice and tailored strategies.

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