Relationship Manager, Client Experience Team
1 week ago
Job Summary
CI Financial is seeking a skilled Relationship Manager, Client Experience Team to play a crucial role in advisor satisfaction. This position involves leading a team of service and operations professionals to deliver top-quality experience to end clients.
Key Responsibilities
- Lead and manage an assigned client service team to ensure 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.
About CI Financial
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
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Toronto, Ontario, Canada CI Financial Full timeJob Title: Relationship Manager, Client Experience TeamAt CI Financial, we are committed to creating a workplace that is inclusive, diverse, and empowering. As a Relationship Manager, Client Experience Team, you will play a critical role in ensuring advisor satisfaction and delivering exceptional client experiences.Key Responsibilities:Lead and manage a team...
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Toronto, Ontario, Canada CI Financial Full timeJob Title: Relationship Manager, Client Experience TeamAt CI Financial, we are committed to creating a workplace that is inclusive, diverse, and empowering. As a Relationship Manager, Client Experience Team, you will play a critical role in ensuring advisor satisfaction and delivering exceptional client experiences.Key Responsibilities:Lead and manage a team...
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Toronto, Ontario, Canada CI Financial Full timeJob Title: Relationship Manager, Client Experience TeamAt CI Financial, we are committed to creating a workplace that is inclusive, diverse, and empowering. As a Relationship Manager, Client Experience Team, you will play a critical role in ensuring advisor satisfaction and delivering exceptional client experiences.Key Responsibilities:Lead and manage a team...
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Toronto, Ontario, Canada CI Financial Full timeJob Title: Relationship Manager, Client Experience TeamAt CI Financial, we are committed to creating a workplace that is inclusive, diverse, and empowering. As a Relationship Manager, Client Experience Team, you will play a critical role in ensuring advisor satisfaction and delivering exceptional client experiences.Key Responsibilities:Lead and manage a team...
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Toronto, Ontario, Canada CI Financial Full timeJob Title: Relationship Manager, Client Experience TeamAt CI Financial, we're committed to creating a workplace where everyone feels valued, empowered, and supported. As a Relationship Manager, Client Experience Team, you'll play a vital role in ensuring our advisors receive exceptional service and support.Key Responsibilities:Lead and manage a team of...
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Toronto, Ontario, Canada CI Financial Full timeJob Title: Relationship Manager, Client Experience TeamAt CI Financial, we're committed to creating a workplace where everyone feels valued, empowered, and supported. As a Relationship Manager, Client Experience Team, you'll play a vital role in ensuring our advisors receive exceptional service and support.Key Responsibilities:Lead and manage a team of...
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Toronto, Ontario, Canada CI Financial Full timeJob Title: Relationship Manager, Client Experience TeamAt CI Financial, we are committed to providing a safe and inclusive work environment where employees can thrive. As a Relationship Manager, Client Experience Team, you will play a crucial role in advisor satisfaction, serving as a critical liaison between advisors and the head office.Key...
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Toronto, Ontario, Canada CI Financial Full timeJob Title: Relationship Manager, Client Experience TeamAt CI Financial, we are committed to providing a safe and inclusive work environment where employees can thrive. As a Relationship Manager, Client Experience Team, you will play a crucial role in advisor satisfaction, serving as a critical liaison between advisors and the head office.Key...
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Toronto, Ontario, Canada CI Financial Full timeJob Title: Relationship Manager, Client Experience TeamAt CI Financial, we are committed to providing a safe and inclusive work environment where employees can thrive. As a Relationship Manager, Client Experience Team, you will play a crucial role in advisor satisfaction, serving as a critical liaison between advisors and the head office.Key...
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Toronto, Ontario, Canada CI Financial Full timeJob Title: Relationship Manager, Client Experience TeamAt CI Financial, we are committed to providing a safe and inclusive work environment where employees can thrive. As a Relationship Manager, Client Experience Team, you will play a crucial role in advisor satisfaction, serving as a critical liaison between advisors and the head office.Key...
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