Senior Client Relationship Manager
5 days ago
About MyFO
We are a wealth management platform tailored for family offices, streamlining wealth management through secure, centralized tools.
Our mission is to empower families to manage, grow, and safeguard their assets with ease and efficiency.
Job Overview
We're currently looking for a highly motivated Senior Client Relationship Manager as we grow our team responsible for onboarding and client success. The ideal candidate will have a consistent track record of success, an ability to develop relationships and help clients succeed, and strong financial acumen.
Duties and Responsibilities
- Provide outstanding customer experience to a portfolio of MyFO clients
- Proactively maintain high levels of customer engagement and satisfaction that translate to retention and growth
- Collaborate with team members in client success, support and sales to ensure issues are resolved and client needs are met
- Explore and share client feedback to drive the product roadmap
- Become an expert on our product and common desired outcomes to support clients from onboarding, retention and growth
- Implement onboarding plans that guide customers towards achieving their goals and realizing value
Requirements
- 1-3 years in a client-facing role (ex: Client Success, Support, Account Management, Sales)
- Proven success in a SaaS or software company - bonus points for experience with wealthtech/fintech applications
- A problem-solving mindset with a passion for exceeding customer expectations
- Strong financial acumen
- Experience with Hubspot or similar CRM platforms
What You Need to Succeed
- A self-starter with the ability to navigate and execute in ambiguous environments
- Empathetic and able to build strong relationships with clients
- Detail-oriented, especially when it comes to numbers
- Eager to learn and develop within a client success career path
Position Details
Type: Full-time
Location: Vancouver, BC (HQ)
Estimated Salary: $55,000/year
-
Client Relationship Manager
4 weeks ago
Vancouver, British Columbia, Canada Noise Digital Full timeAbout the RoleAt Noise Digital, we are seeking a Client Relationship Manager to join our team. This is a critical role that requires a strong understanding of client needs and expectations.Key ResponsibilitiesAct as the key point of contact for owned client relationships and have a strong understanding of their brand and market sector.Strategically plan and...
-
Senior Relationship Manager, Medicus
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeRequisition ID: 209301At Scotiabank, we're seeking a talented Senior Relationship Manager, Medicus to contribute to the overall success of MD Financial and Medicus Pension Plan.As a Senior Relationship Manager, Medicus, you will be responsible for championing a customer-focused culture to deepen client relationships and leverage broader Bank relationships,...
-
Senior Commercial Markets Relationship Manager
3 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeUnlock Your Potential as a Senior Commercial Markets Relationship Manager at Royal Bank of CanadaAre you a results-driven professional with a passion for building strong client relationships and driving business growth? Do you have a knack for analyzing complex financial data and developing creative solutions to drive revenue and profitability?About the...
-
Client Relationship Manager
4 weeks ago
Vancouver, British Columbia, Canada Gallagher Full timeAbout the RoleAs a Client Service Manager on our Private Client team at Gallagher, you will oversee a long-standing and valued book of business, working closely with clients to deliver exceptional client service. Your responsibilities will include guiding clients through the policy renewal cycle, handling policy changes, and resolving billing issues.We...
-
High-End Client Relationship Manager
4 weeks ago
Vancouver, British Columbia, Canada National Bank Full timeWe are seeking a highly skilled and dedicated professional to join our team as a High-End Client Relationship Manager at National Bank. As part of our Private Banking 1859 division, this role will be responsible for providing exceptional client service and support to ultra-high net worth individuals.This is an exciting opportunity for someone who is...
-
Senior Banking Relationship Manager
1 day ago
Vancouver, British Columbia, Canada BMO Financial Group Full timeAbout the RoleWe are seeking a Senior Banking Relationship Manager to join our team at BMO Financial Group. As a key member of our team, you will be responsible for developing and maintaining relationships with high-net-worth clients and prospects.Key ResponsibilitiesDevelop and execute business plans to profitably grow banking revenue while maintaining...
-
Client Relationship Manager
1 week ago
Vancouver, British Columbia, Canada CIBC Full timeRole OverviewWe're seeking a talented and passionate Client Relationship Manager to join our team in Vancouver. As a key member of our Personal and Business Banking team, you'll work in a fast-paced banking centre where you'll make a meaningful difference in our clients' lives.
-
Client Relationship Manager
3 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeAbout the RoleAt Royal Bank of Canada, we are seeking a highly skilled Client Advisor to join our team. This exciting opportunity is ideal for an individual who is passionate about delivering exceptional client experiences and driving business growth.Key ResponsibilitiesProactively engage with clients in all areas of the branch and in the community to...
-
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob Summary:We are seeking an experienced Associate to join our Corporate Client Group team as a Relationship Manager. This is a dynamic role that requires strong interpersonal and relationship-building skills.About the Role:In this role, you will support senior team members in serving current client needs and marketing target companies. You will work...
-
Senior Relationship Manager
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRequisition ID: 209366As a key member of our Private Banking team, you will play a vital role in developing and maintaining relationships with our affluent clients. You will provide exceptional customer service, sound advice, and administration of assigned accounts to deliver a personalized experience.Main Responsibilities:• Assist in the effective...
-
Vancouver, British Columbia, Canada Scotiabank Full timeJob SummaryWe are seeking a Senior Commercial Banking Relationship Manager to join our team in Vancouver. This is a challenging and rewarding role that requires strong sales, networking, and relationship management skills.About the RoleThe successful candidate will be responsible for managing a portfolio of commercial customers, developing and implementing...
-
Senior Small Business Relationship Manager
1 week ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a seasoned Senior Small Business Relationship Manager to join our team at Scotiabank.Key ResponsibilitiesManage an assigned portfolio of high value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotiabank's Service Standard.Create a strong presence within the local...
-
Senior Relationship Banker
4 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a highly motivated and client-focused Senior Relationship Banker to join our team. This exciting opportunity calls for your expertise in providing exceptional banking services to clients, leveraging your natural problem-solving skills to maximize each interaction.Key ResponsibilitiesProactively engage with clients across various...
-
Strategic Client Relationship Manager
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and motivated Strategic Client Relationship Manager - Wealth Management to join our team at Scotiabank.Job DescriptionThe successful candidate will be responsible for providing exceptional service to high-net-worth clients, building strong relationships with them, and identifying opportunities to increase revenue...
-
Client Relationship Manager
3 weeks ago
Vancouver, British Columbia, Canada People Corporation Full timeAccount Manager Position OverviewWe are seeking an experienced professional to fill our Account Manager position in Vancouver. As an Account Manager, you will be responsible for managing and retaining a block of business, working closely with the implementation specialist, sales consultants/broker, underwriter, client service specialist, and supporting...
-
Client Relationship Consultant
4 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeRole OverviewWe are seeking a skilled Client Advisor to join our team at the Royal Bank of Canada. In this role, you will have the opportunity to make a meaningful impact on our clients' lives by providing exceptional service and building strong relationships.SalaryThe estimated salary for this position is $85,000 - $110,000 per year, depending on...
-
Senior Commercial Banking Relationship Manager
3 weeks ago
Vancouver, British Columbia, Canada BANK OF CHINA Full timeJob DescriptionWe are seeking a highly motivated and experienced Senior Commercial Banking Relationship Manager to join our team at the Bank of China.Responsibilities:Actively seek and approach prospective clients to collect specified information related to loan or credit applications, ensuring a thorough understanding of their financial needs.Independently...
-
Strategic Relationship Manager Director
4 weeks ago
Vancouver, British Columbia, Canada E-Comm 9-1-1 Full timeDirector, Operations Relationship Management Job DescriptionE-Comm 9-1-1 is seeking a highly skilled and motivated individual to join our team as the Director, Operations Relationship Management.This is an exciting opportunity to play a key role in shaping the future of public safety communication services through strategic relationship management.As a...
-
Senior Client Success Manager
3 weeks ago
Vancouver, British Columbia, Canada 0023 DXC Technology Deutschland Consulting GmbH Full timeCompany OverviewDXC Technology Deutschland Consulting GmbH is a leading global IT services company, serving Fortune 500 clients across Germany. With over 130,000 employees worldwide, we deliver mission-critical IT services that drive business impact.Our innovative solutions are designed to meet the evolving needs of our clients, and we pride ourselves on...
-
Senior Relationship Banker
4 weeks ago
Vancouver, British Columbia, Canada Webster Bank Full timeAbout the RoleAt Webster Bank, we're committed to putting people first and helping our clients achieve their financial goals. As a Senior Relationship Banker - Banking Center, you'll play a vital role in deepening our relationships with existing clients and prospects, while also driving sales and customer service excellence within our Banking...