Relationship Manager, Client Experience Team
5 months 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.
SummaryAs a Relationship Manager, Client Experience Team at CI Financial, you will play a crucial role in advisor satisfaction overseeing all aspects of servicing a dedicated group of Assante advisors. You will lead a team of 10-12 service and operations professionals to ensure your advisor team can deliver top quality experience to their end clients. 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 proven abilities to effectively communicate and engage with advisors. You will have the opportunity to be accountable for end to end workflow on service and processing requests coming to your team providing you with a unique amount of ownership and influence for your advisor team.
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.
Responsibilities:
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.Qualifications:
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.
WHAT WE OFFER
Modern HQ location within walking distance from Union Station
Flexible & Hybrid Work Program
Equipment Purchase Program
Training Reimbursement
Paid Professional Designations
Employee Share Purchase Program (ESPP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Fitness membership discounts
Volunteer paid Days
Complimentary vending machines
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
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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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