Senior Client Experience Manager

4 weeks ago

Toronto, Ontario, Canada CI Financial Full time

At CI Financial, we're committed to creating a workplace where everyone has a voice, is empowered to take ownership of meaningful work, and has opportunities to grow through challenging projects. As a Senior Client Experience Manager, you'll play a crucial role in advisor satisfaction, overseeing all aspects of servicing a dedicated group of Assante advisors.

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.
Requirements:
  • 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.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We're 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.

At CI Financial, we're focused on building a diverse and inclusive workforce. If you're 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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