Private Wealth Client Experience Manager

Advance your career as a Client Experience Manager for a private wealth firm based in Peterborough, Ontario. This role focuses on providing top-notch client service in a primarily remote setting.
The ideal candidate will bring extensive experience in financial services, specializing in the administration and support of private client accounts. As a Client Experience Manager, you will coordinate client onboarding, respond to inquiries, and maintain precise documentation. Your strong organizational abilities and professional discretion will ensure a seamless experience for clients seeking wealth management solutions.
Key Responsibilities:
• Serve as primary contact for private client inquiries
• Facilitate client onboarding and documentation protocols
• Collaborate with internal teams and external partners
• Provide support for meetings and event coordination
• Ensure compliance with internal policies and regulations
Requirements:
• 3–5+ years in wealth managem...