Client advisor • guelph on
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Do you thrive in a fast-paced, professional and fun environment?
Are you looking for a place to showcase your client relationship and team building skills?
If so, we're growing and seeking a passionate, energetic and determined candidate to join our Wealth team for the position of Client Services Manager in Guelph, ON.
Job Description The Client Services Manager is responsible for overseeing a team of Skyline Wealth Associates as they act as a point of contact for all inquiries from Skyline Wealth Management Inc.
This position is primarily responsible for deepening the client relationship to maintain investor engagement, and where applicable ensure the Relationship Managers are receiving support while supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our people and our communities.
What you’ll be doing: Overseeing the day-to-day activities of the team, leading and coaching the team on strategies to improve the overall service delivery experience.
Resolving escalated issues and ensuring the interests of SWMI, investors and clients are considered.
Staying informed of developments in the exempt market industry as they relate to product developments, competitive issues and client service standards to proactively position Skyline to better service our stakeholders.
Maintaining training and knowledge level as a dealing representative and requirements of a registered EMD.
Analyzing campaigns; generating reports to illustrate new opportunities, closed/lost opportunities, opportunity stages, etc.
Supporting the Associates as they enter all relevant investor and lead information and notes into the Client Relationship Management (CRM) tool.
What we look for: Professionalism - it means so many things, but to us it's about taking pride in the quality of service we provide to our customers.
Drive - you're a seasoned traveler who knows that being in front of an investor is one of the best ways to communicate.
You’re also not afraid to pick up the phone or present to an audience. Diligence - you understand that being thorough is crucial when tracking sales activities and you have experience with Client Relationship Management (CRM) tools like Salesforce.
Bachelor’s degree (Business, Economics, Accounting, Finance) and 3 years equivalent sales/investment experience or 5 years equivalent sales/investment experience.
Minimum three (3) to five (5) years of experience in a leadership role.
Why you want to work here: You are the epitome of a people person and much like your humble demeanor, providing excellent customer service comes second nature to you.
Relationships are important to you and you know how to build trust with your clients and with your team.
You are eager to help build a business you believe in and fiercely driven to make your mark in a competitive industry.
You get a thrill from developing a great team and enjoy collaborating with others.
Working for a growing company that supports environmental stewardship and social responsibilities is a must for you.
Learn more about our sustainability commitments here .
About us: Skyline is a capital management company that acquires, develops, and manages real estate properties and clean energy assets, and offers them as private alternative investment products.
We offer our employees competitive pay, benefits, paid volunteer day, on-going training, growth potential and so much more. Our workplace culture empowers staff at all levels to become involved in supporting and building vibrant communities. Powered by JazzHR
