Client Account Manager

1 day ago

Toronto, Ontario, Canada Snaplii Full time $60,000 - $120,000 per year


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Client Account Manager





Job description:

Snaplii offers immigration support for qualified candidates,
including pathways to work permits and permanent residency.

 

About the Role

We are seeking a trustworthy, responsibility-driven Client
Account Manager to serve affluent and emerging–affluent clients on wealth
planning, asset allocation, cash-flow and family arrangements. You'll be the
first point of contact: conduct structured discovery, build financial profiles,
translate needs into clear roadmaps, and drive a full consult → propose →
implement → review cycle with impeccable follow-through. The ideal hire
communicates with poise, turns complexity into simple next steps, and builds
long-term, referral-worthy relationships.

Qualifications

  • 0–3
    years in client management, advisory/consulting, private/affluent
    services, or related roles (strong new grads welcome).
  • High
    integrity & reliability; strong sense of responsibility and discretion
    with sensitive information.
  • Communication:
    crisp written & verbal updates; able to produce client summaries,
    proposals, and action plans.
  • Language:
    Full professional proficiency in English and Mandarin.
  • Nice
    to have experience organizing salon-style events, small seminars, or
    community/intro programs.

 

 

 

What You'll Do

  • Own
    a client portfolio: manage relationships end-to-end—needs
    discovery, profiling, proposal, implementation, and service cadence.
  • Review
    & refine: run quarterly/biannual reviews, monitor
    life-stage/goal changes, and propose adjustments.
  • Data
    & compliance: maintain complete, auditable CRM records; uphold
    privacy, suitability, and information-security standards.
  • Marketing
    & referrals (optional but valued): co-host intimate salons/roundtables,
    nurture communities, and build a steady referral flywheel.

Who You Are

  • Principled
    & trusted: you keep confidences and honor commitments.
  • Outcome-driven
    finisher: you break problems into steps and close the loop with quality.
  • People-smart
    communicator: warm, professional, and effective with executives,
    families, and partner firms.
  • Fast
    learner: curious about wealth topics; you turn new knowledge into better
    SOPs and client value.
  • Systematic
    operator: you love checklists, templates, and dashboards—work is trackable,
    reviewable, repeatable.


Why Join Us - About Snaplii

Snaplii
is one of Canada's fastest-growing fintech platforms, transforming how people
pay, save, and earn rewards. With over $70M in annual transaction volume and
200,000+ users across North America, we deliver unmatched utility and loyalty
through a single seamless app.

We've
ranked as high as #5 on the Apple App Store during peak shopping seasons, and
consistently remain in the Top 80—driven by a highly engaged, high-retention
user base. As the most payment-flexible platform in the space, Snaplii supports
a wide range of digital payment methods and partners with 400+ leading brands,
including Walmart, Amazon, and Esso.

Our
platform is fully built and maintained in-house—engineered to handle complex
payment flows, scale with demand, and support a growing suite of financial
products. We're actively expanding into new digital finance offerings to help
users create, manage, and grow value in their everyday lives.

Join
us as we shape the future of everyday spending.

Please visit our careers page to see more job opportunities

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