Top Benefits
About the role
Client Experience Manager
Peterborough, ON | Remote Flexibility
Our client, a highly respected independent wealth management firm, is looking for a Client Experience Manager to become the trusted point of contact for affluent clients while supporting a team of Family Wealth Advisors.
This is an excellent opportunity for someone who enjoys building relationships, thrives in a fast-paced environment, and wants to play a meaningful role in delivering an exceptional client experience within the wealth management industry.
What You'll Be Doing As the Client Experience Manager, you'll serve as the central hub for both client service and office operations. Your responsibilities will include: Acting as the primary contact for clients, providing exceptional service and relationship management Coordinating meetings, scheduling, and responding to client inquiries Assisting with new account openings, transfers, maintenance, and documentation Preparing financial reports, investment proposals, and client materials Supporting advisors with research and analysis to help develop customized financial strategies Managing client events, charitable initiatives, and promotional activities Ensuring compliance with regulatory requirements and internal policies Coordinating administrative processes, CRM updates, and office operations Liaising with clients, advisors, custodians, and external partners to ensure a seamless client experience.
What We're Looking For We're interested in professionals who bring: Previous experience in wealth management or financial services Outstanding client service and relationship-building skills Strong organizational abilities and exceptional attention to detail Experience using Microsoft Office, CRM platforms, and financial or portfolio management software The ability to manage multiple priorities while maintaining accuracy Excellent communication skills and a collaborative mindset Experience working with high-net-worth clients is considered a strong asset Canadian Securities Course (CSC) or other financial industry education is an asset but not required.
Compensation & Benefits Competitive salary of $60,000–$70,000, based on experience Bonus opportunity Primarily remote with the ability to attend the Peterborough office as required Opportunity to join an established, collaborative wealth management team focused on delivering exceptional client experiences Ongoing learning and professional development opportunities.
If you're passionate about delivering outstanding client service and are looking to grow your career in wealth management, we'd love to hear from you.
About The Vantage Talent Group
🌟 The Vantage Talent Group- A Distinctive Approach to Talent Solutions for Financial Services Organizations
At The Vantage Talent Group, we deliver tailored consulting, recruitment, and thought leadership solutions for the financial services industry. Our mission is to bridge the gap between experience and innovation, empowering advisors and firms to scale, solve staffing challenges, and create seamless succession opportunities.
💡 What Sets Us Apart?
Comprehensive Consulting Expertise: We provide independent, strategic guidance to help organizations optimize teams, address succession planning, and enhance operational efficiency. Our consulting solutions align with your unique goals, ensuring long-term success.
Strategic Recruitment Solutions: Leveraging our extensive industry network, we connect financial services organizations with top-tier talent. From back-office support to specialized advisory roles, our recruitment services build high-performing teams that drive sustainable growth.
Engaging Speaking & Thought Leadership: We deliver impactful presentations and workshops on key practice management topics, inspiring and educating audiences of all sizes. Our sessions provide actionable insights to help financial professionals navigate industry challenges and seize new opportunities.
🤝 Strategic Partnerships for Long-Term Success: At The Vantage Talent Group, we are dedicated to forming lasting partnerships with advisors and organizations across North America. By combining consulting, recruitment, and thought leadership, we help build cohesive teams, create competitive advantages, and position your practice for sustained growth.
🚀 Join Us on the Journey: Experience the transformative power of tailored consulting, recruitment, and thought leadership solutions. Connect with The Vantage Talent Group today to discover how we can help elevate your practice and achieve your goals.
Similar Jobs
Top Benefits
About the role
Client Experience Manager
Peterborough, ON | Remote Flexibility
Our client, a highly respected independent wealth management firm, is looking for a Client Experience Manager to become the trusted point of contact for affluent clients while supporting a team of Family Wealth Advisors.
This is an excellent opportunity for someone who enjoys building relationships, thrives in a fast-paced environment, and wants to play a meaningful role in delivering an exceptional client experience within the wealth management industry.
What You'll Be Doing As the Client Experience Manager, you'll serve as the central hub for both client service and office operations. Your responsibilities will include: Acting as the primary contact for clients, providing exceptional service and relationship management Coordinating meetings, scheduling, and responding to client inquiries Assisting with new account openings, transfers, maintenance, and documentation Preparing financial reports, investment proposals, and client materials Supporting advisors with research and analysis to help develop customized financial strategies Managing client events, charitable initiatives, and promotional activities Ensuring compliance with regulatory requirements and internal policies Coordinating administrative processes, CRM updates, and office operations Liaising with clients, advisors, custodians, and external partners to ensure a seamless client experience.
What We're Looking For We're interested in professionals who bring: Previous experience in wealth management or financial services Outstanding client service and relationship-building skills Strong organizational abilities and exceptional attention to detail Experience using Microsoft Office, CRM platforms, and financial or portfolio management software The ability to manage multiple priorities while maintaining accuracy Excellent communication skills and a collaborative mindset Experience working with high-net-worth clients is considered a strong asset Canadian Securities Course (CSC) or other financial industry education is an asset but not required.
Compensation & Benefits Competitive salary of $60,000–$70,000, based on experience Bonus opportunity Primarily remote with the ability to attend the Peterborough office as required Opportunity to join an established, collaborative wealth management team focused on delivering exceptional client experiences Ongoing learning and professional development opportunities.
If you're passionate about delivering outstanding client service and are looking to grow your career in wealth management, we'd love to hear from you.
About The Vantage Talent Group
🌟 The Vantage Talent Group- A Distinctive Approach to Talent Solutions for Financial Services Organizations
At The Vantage Talent Group, we deliver tailored consulting, recruitment, and thought leadership solutions for the financial services industry. Our mission is to bridge the gap between experience and innovation, empowering advisors and firms to scale, solve staffing challenges, and create seamless succession opportunities.
💡 What Sets Us Apart?
Comprehensive Consulting Expertise: We provide independent, strategic guidance to help organizations optimize teams, address succession planning, and enhance operational efficiency. Our consulting solutions align with your unique goals, ensuring long-term success.
Strategic Recruitment Solutions: Leveraging our extensive industry network, we connect financial services organizations with top-tier talent. From back-office support to specialized advisory roles, our recruitment services build high-performing teams that drive sustainable growth.
Engaging Speaking & Thought Leadership: We deliver impactful presentations and workshops on key practice management topics, inspiring and educating audiences of all sizes. Our sessions provide actionable insights to help financial professionals navigate industry challenges and seize new opportunities.
🤝 Strategic Partnerships for Long-Term Success: At The Vantage Talent Group, we are dedicated to forming lasting partnerships with advisors and organizations across North America. By combining consulting, recruitment, and thought leadership, we help build cohesive teams, create competitive advantages, and position your practice for sustained growth.
🚀 Join Us on the Journey: Experience the transformative power of tailored consulting, recruitment, and thought leadership solutions. Connect with The Vantage Talent Group today to discover how we can help elevate your practice and achieve your goals.