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Senior 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 being one of BC's most respected investment firms.
Our Culture and ValuesWe are guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity, and Community – which are the cornerstone of our vibrant and evolving culture. These values 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. This role 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- Lead the Account Transfers and Registered Accounts teams in delivering client service excellence to our Investment Advisor and Portfolio Manager teams.
- Support and coach the teams with a focus on incoming external client asset transfers and registered products, in collaboration with Supervisors and Team Leads.
- Inspire and develop team members to reach optimal performance.
- Leverage the talent management program to identify and mentor emerging leaders for succession planning.
- Recruit using best-in-class recruitment practices that align with the firm's core values and key competencies.
- 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.
- Ability to exercise good judgment and decision making within a policy and regulatory framework.
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.
