Financial Services Relationship Manager

9 hours ago


Vaughan, Ontario, Canada The Successful Investor Full time
Job Description

We are seeking a highly motivated and customer-focused individual to join our Wealth Management team as a Financial Services Relationship Manager.

About the Role

The Financial Services Relationship Manager will provide exceptional client service, build strong relationships with high-net-worth clients, and contribute to the growth of our organization. Key responsibilities include:

  • Receiving all inbound wealth management phone calls and email inquiries from clients and prospects
  • Managing and prioritizing client inquiries and requests as they come in
  • Liaising with the appropriate team members for assistance and escalating as required to quickly resolve client enquiries where they fall outside first-line response
  • Fostering strong long-lasting relationships with clients by providing exceptional client support and upholding our customer-first culture
Requirements

To be successful in this role, you will have:

  • A Bachelor's degree in business or a related field
  • At least 3 years of customer service experience
  • Previous office administration experience
  • Previous wealth management or financial services experience
  • Solid knowledge of the investment industry and best practices
  • A strong command of the English language, both verbal and written
What We Offer

We offer a competitive salary of $80,000 - $100,000 per year, depending on experience, and a dynamic work environment that combines the best of both remote and in-office work to achieve our goals. Pre-employment work references, credit, and criminal background checks are required.



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