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Client Experience Manager

2 months ago

Toronto, Ontario, Canada CI Financial Full time
About the Role

As a Client Experience Manager at CI Financial, you will play a crucial role in driving advisor satisfaction and delivering exceptional client experiences. You will lead a team of professionals to ensure seamless service delivery and foster strong relationships with advisors and their clients.

Key Responsibilities
  • Lead and Manage a Client Service Team: Ensure excellence in performance and task execution, and cultivate a collaborative and high-performance team environment.
  • Cultivate Advisor Relationships: Understand advisors' strategies, collaborate with them to enhance their business, and ensure the seamless operation of the client service team.
  • Client Satisfaction: Maintain organization and promptly address escalated items to ensure client satisfaction.
  • Collaborate with Colleagues: Seamlessly collaborate with colleagues across the organization to facilitate daily activities and provide invaluable support to advisors.
  • Business Development: Identify areas for business improvement and offer strategic solutions to drive growth and revenue.
  • Team Performance: Effectively track team statistics to manage the volume of inquiries and ensure team performance is optimal.
Requirements
  • Experience: At least five years of work experience providing client service in the investment, banking, or related industries.
  • Certifications: Completion of Canadian Securities Course (CSC) and prior experience leading service teams within B2B or complex clients would be an asset.
  • Skills: Strong MS Office skills (Outlook, Word, and Excel), demonstrated collaborative approach to problem-solving, and experience with industry-related client service.
  • Leadership: Proven ability to manage a team and lead by example.
About CI Financial

CI Financial is a global wealth management and asset management advisory services company. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.

What We Offer
  • Flexible Work Arrangements: Flexible and hybrid work program to support work-life balance.
  • Professional Development: Training reimbursement and paid professional designations to support career growth.
  • Employee Benefits: Enhanced group benefits, parental leave top-up program, and fitness membership discounts.
  • Employee Recognition: Opportunities for employee recognition and rewards.