Financial Services Relationship Manager
9 hours ago
We are seeking a highly motivated and customer-focused individual to join our Wealth Management team as a Financial Services Relationship Manager.
About the RoleThe 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
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
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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Financial Services Manager
3 weeks ago
Vaughan, Ontario, Canada Prasad & Company LLP Full timeJob SummaryWe are seeking an experienced Financial Services Manager to join our team at Prasad & Company LLP. This is a key role that requires strong leadership and technical skills to manage client engagements, develop client relationships, and mentor junior staff members.
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Client Relationship Manager
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Brokerage Client Relationship Manager
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Customer Service Ambassador, Corporate Frontline
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Elevate Your Career as a Financial Visionary
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Vaughan, Ontario, Canada Greenstone Financial Services Canada Full timeCompany OverviewGreenstone Financial Services Canada is a leading distributor of direct-to-consumer insurance solutions in Australia, New Zealand and now Canada. Backed by majority shareholders Ontario Teacher's Pension Plan (OTPP) and Caisse de Dépôt et Placement du Québec (CDPQ), we've expanded into the Canadian market, introducing affordable,...
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