Client Relationship Manager, Canada
Core
Serve as the primary point of contact for clients in the Retirement, Insurance, and Subadvisory channels, managing the full client lifecycle and supporting subadvised and separate account relationships for a Canadian client base.
Role type
Client Relationship Manager (CRM)
Builds
Client relationships and operational support for subadvised and separate account portfolios
Domain
Asset Management / Investment Services
Deliverable
client delivery
Required skills
client relationship management, issue resolution, root cause analysis, process improvement, cross-functional stakeholder management, regulatory compliance, financial reporting, contract management, project management
Preferred skills
French language proficiency, CIMA, CFA, or CFP designations
Technologies
Salesforce, Microsoft Office
Responsibilities
Serve as the primary point of contact for clients, maintain consistent engagement with Strategic Account Managers, support pre- and post-sale processes including RFP lifecycle, partner cross-functionally to coordinate client needs, deliver comprehensive client service including inquiry resolution and compliance verification, prepare monthly/quarterly/annual client materials, communicate and escalate significant client issues, contribute to client-focused projects and process improvements
Seniority
Mid-Senior level (5-7 years experience)