Client Relationship Coordinator

2 weeks ago

Guelph, Canada Herr Wealth Management Full time

Herr Wealth Management is a family-owned financial planning organization dedicated to helping clients achieve their financial & life goals through holistic financial planning services. We prioritize long-term client relationships built on trust, ability, and a commitment to delivering exceptional service and objective advice. Join us in empowering clients to secure their financial future while being part of a supportive, innovative, and advice-driven team.

**Job Summary**

We are looking for a proactive and client-driven relationship coordinator to join our growing team. This role is critical to support strong client relationships, ensuring regular meaningful contact, and supporting our service strategy.

**Key Accountabilities (including but not limited to)**:
1. Key client management: book and prepare the adviser for annual reviews and send key communications as needed.

2. Partner with other team members to ensure compliance documents are up to date, answer client inquiries, address concerns positively, build trust and keep advisers informed.

3. Calendar management and event coordination.

4. CRM Management - ensure all records are up to date and correct.

5. Work with our key business relationships as needed

**Qualifications**:

- 3+ years of proven experience working in a client service role, preferably in the financial service industry.
- Outgoing personality with focus on creating a WOW experience for the client.
- Ability with Microsoft suite office. Excel knowledge would be beneficial.
- Ability to work with multiple Advisers and team members
- Excellent verbal & written communication skills.
- High-level of attention to detail
- Highly organized
- Creative mindset to engage with clients
- Able to engage with clients, on the phone and in person.
- Self-motivated with an eager to learn growth mindset
- Critical thinker with strong creative problem-solving skill set
- A strong set of moral and ethical values, including accountability, honesty & integrity.

**Preferred Qualifications**:

- Bachelor’s degree or college diploma.
- Experience using Customer Relationship Management Software.
- Experience with Microsoft office products, including excel, outlook, teams

This position is 100% in office.

Pay: $50,000.00-$55,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Paid time off

Flexible language requirement:

- French not required

Schedule:

- Day shift
- Monday to Friday

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Customer service: 3 years (preferred)

Work Location: In person

  • Client Service Coordinator

    5 days ago

    Guelph, Canada RLB LLP Full time

    If you love problem solving, thrive on exceeding member expectations with fresh ideas and collaborative approach, then this role is for you! **Responsibilities** - Support identification of current and future strategic priorities, including developing business cases for recommendations. - Collaborate with Director to develop workable solutions in support of...

  • Relationship Manager

    22 hours ago

    Guelph, Canada BMO Financial Group Full time

    78 St Georges Square Guelph Ontario,N1H 6K9 Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and...

  • Holistic Financial Planner

    2 weeks ago

    Guelph, Canada RBC Full time

    A leading financial institution in Guelph is seeking an experienced Financial Planner to manage a portfolio of mass affluent clients. You will provide comprehensive financial advice, helping clients achieve their goals. Candidates must hold a Financial Planning Designation and have at least 3 years of experience in financial planning. The role offers...

  • Client Solutions Coordinator

    2 weeks ago

    Guelph, Canada Lynden Incorporated Full time

    Overview: : To serve Lynden as the primary relationship holder for an assigned client base within the healthcare sector. The responsibility of the role is to build and maintain strategic partnerships with existing clients through managing accounts and providing ongoing solutions to their business needs. This entails preparing presentations, leading...

  • Client Solutions Coordinator

    1 week ago

    Guelph, Canada Lynden International Logistics Company Full time

    Lynden International Logistics ULC, a leader in the field of 3rd party logistics for the healthcare & consumer goods industries. As a leading advocate of operational efficiencies, we take pride in developing customized solution protocols within our systems, to meet the needs of our client partners within the healthcare industry. Lynden International...

  • Client Experience Coordinator

    23 hours ago

    Guelph, Canada Westwood Physiotherapy and Wellness Full time

    **About Us** Westwood Physiotherapy and Wellness is a clinic dedicated to providing top-notch, personalized care to our community. Our team is passionate about helping patients feel their best, and we’re looking for a **Client Experience Coordinator** who shares our commitment to exceptional service. In this role, you’ll be the first point of contact...

  • Associate Relationship Manager-business Banking

    2 days ago

    Guelph, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Operations Coordinator

    2 days ago

    Guelph, Canada ComForCare Home Health Care - Guelph-Cambridge Full time

    Live your best life possible by helping others live theirs. At ComForCare, we like to celebrate successes and have fun all while building meaningful relationships. Join our team and be a part of a certified Great Place To Work®! ComForCare Home Care provides compassionate care for our clients wherever they are. We offer specialized Dementia and Alzheimer's...

  • Sales Coordinator

    5 days ago

    Guelph, Canada Payroll Solutions International Full time

    **Reports To**:Director, Business Development** **About Our Organization**: **Job Overview**: The Sales Coordinator is responsible for supporting the Director of Business Development in the growth and development of the business in the international marketplace supporting Professional Services. This position is responsible for coordinating the sales...

  • Financial Planner, Relationship Manager

    2 weeks ago

    Guelph, Canada RBC Full time

    Job Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long‑term relationships through superior advice, financial planning expertise, and ongoing services. Your...