Relationship Manager, Client Experience Team
1 week ago
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
As a Relationship Manager, Client Experience Team at CI Financial, you will play a crucial role in advisor satisfaction, serving as a critical liaison between advisors and the head office. Your responsibilities will involve understanding advisors' strategies, collaborating with them to enhance their business, and ensuring the seamless operation of the client service team. This position requires a deep understanding of the industry, advisor practices, and strong soft skills for effective business development and client service.
WHAT YOU WILL DO
- 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.
WHAT YOU WILL BRING
- 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. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are 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. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
Hybrid Work Environment
Our company operates in a hybrid work environment, offering flexibility for employees to work remotely and in the office. As part of this arrangement, all employees are required to be present in the office for a minimum of three days per week.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Equipment Purchase Program
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Employee Share Purchase Program (ESPP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top-up program
- Paid time off for Volunteering
-
Client Relationship Manager
5 days ago
Calgary, Canada Mevalp Travel Full time**Job Summary** **Responsibilities** - Cultivate and maintain strong relationships with existing clients through regular communication and personalized service. - Identify opportunities for business growth by understanding client needs and proposing tailored solutions. - Lead negotiations to secure contracts, renewals, and upsells, ensuring mutually...
-
Client Relationship Manager
3 weeks ago
Calgary, Canada Sun Life Full timeClient Relationship Manager – Sun Life Get AI-powered advice on this job and more exclusive features. You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with...
-
Client Relationship Manager
3 weeks ago
Calgary, Canada Sun Life Full timeClient Relationship Manager – Sun Life Get AI-powered advice on this job and more exclusive features. You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with...
-
Client Experience Manager
2 weeks ago
Calgary, Canada Fidelity Investments Full timeDescription You will be working on a pre-defined hybrid schedule as part of Fidelity’s dynamic working arrangement. Current work authorization for Canada is required for all openings. At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment...
-
Client Experience Manager
2 days ago
Calgary, Canada Fidelity Investments Full timeDescription You will be working on a pre-defined hybrid schedule as part of Fidelity’s dynamic working arrangement.Current work authorization for Canada is required for all openings.At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment...
-
Client Experience Manager
3 weeks ago
Calgary, Canada Fidelity Canada Full timeJob Description You will be working on a pre-defined hybrid schedule as part of Fidelity’s dynamic working arrangement. Current work authorization for Canada is required for all openings. At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment...
-
Principal Client Success Relationship Manager
4 weeks ago
Calgary, Canada ADP Full timeOverviewADP is hiring a Principal Client Success Relationship Manager to join our Client Service organization. This role focuses on managing large, complex client account relationships and driving client satisfaction, retention, and value throughout the life cycle of Major and National Accounts Comprehensive Services clients.What you’ll doThis role is the...
-
Principal Client Success Relationship Manager
4 weeks ago
Calgary, Canada ADP Full timeOverviewADP is hiring a Principal Client Success Relationship Manager to join our Client Service organization. This role focuses on managing large, complex client account relationships and driving client satisfaction, retention, and value throughout the life cycle of Major and National Accounts Comprehensive Services clients.What you’ll doThis role is the...
-
Client Experience Manager
1 week ago
Calgary, Canada Inglis Wealth Management Full time**Overview** We want to take our Client Experience to the next level. This role encompasses the ongoing relationship management for our existing boutique clients, including booking/scheduling, event planning, and an outstanding level of client communication. We would also love this role to spearhead and manage our marketing and social media...
-
Client Relationship Consultant
21 hours ago
Calgary, Canada Canada Life Assurance Company Full time**Job Description**: **Role description** The Client Relationship Manager role focuses on developing strong relationships through proactive, in person servicing of group retirement plan customers located within a geographical region. This role is primarily aligned to our largest and most complex clients, participating in finalist presentations and working...
