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Client Manager
2 weeks ago
**Role Description**
The Client Manager is responsible for the daily administrative and client contact operations. This includes working closely with Financial Advisors providing value-added sales support, client service and marketing support to help them grow their business. Insurance/Mutual Fund licensing required.
**Accountabilities**:
- Provide a high level of customer service and sales support to advisors and management to help them attain their sales goals.
- Involved in advisors sales processes including data mining to help uncover new opportunities.
- Follow specific administrative processes & guidelines to ensure deadlines are met.
- Provide outstanding customer support through efficient and effective service delivery, on the phone, online or face to face.
- Provide professional, knowledgeable sales and service support thus contributing to new sales and conservation of existing business.
- Review/prepare financial (purchases, deposits, switches, transfers, redemptions, etc.) and non-financial (change of beneficiary, banking, address, name, etc.) change request documentation.
- Book client appointments for advisors and prep paperwork in advance for meetings.
- Maintain and update client notes and files.
- Maintain and ensure compliance standards are met with advisors.
- Other special projects, as required.
**Qualifications and Competencies**:
- Work experience in the financial industry is required.
- Effective communication skills, both written and verbal, responding promptly to requests; effective telephone techniques; tact, courtesy and patience
- Tech savvy with the proven ability to maximize the use of MS office tools, Microsoft Outlook, Word, Excel, PowerPoint, Office 365 and Maximizer CRM.
- Aptitude and ability for learning additional industry-related software and tools.
- Adaptable to change, with an understanding of the need to quickly change priorities and respond in a positive manner
- Work in a collaborative and effective team environment to set goals, resolve issues and make decisions.
- Decision-maker with the ability to prioritize multiple tasks and manage interruptions, to assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization.
- Ability to organize and develop a work schedule; independently monitors progress towards goals, and track details/data/information/activities.
- Experience in business development, market analysis, and strategic planning is a plus.
- Leadership experience is preferred but not mandatory; a willingness to mentor others is essential.
- Ongoing industry training provided.
- Insurance/Mutual fund licensed is required.
- Bilingual ability is an asset
- Charles Street Financial is a growing financial services corporation that provides investment, insurance, mortgage and planning services to clients across Canada. _
- We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. _
- We offer competitive compensation and opportunity for improvement to all team members. If you’d like to join our team submit your information online and introduce yourself._
Pay: $48,000.00-$60,000.00 per year
**Benefits**:
- On-site parking
- RRSP match
Schedule:
- Monday to Friday
**Education**:
- Bachelor's Degree (required)
**Experience**:
- Financial Admin.: 10 years (required)
**Language**:
- English (required)
Licence/Certification:
- Life Insurance Licence (preferred)
Work Location: In person
Application deadline: 2024-11-18
