client relationship manager

Company Description Springtide North Wealth Advisory is a Vancouver-based firm located at 800 West Pender Street, in the heart of the city’s business district. The company provides wealth advisory services to individuals, families, and organizations seeking comprehensive financial guidance. Role Description This full-time Client Relationship Manager role is a hybrid position based in Vancouver, BC, with a combination of in-office and work-from-home days. The Client Relationship Manager will serve as a primary point of contact for clients, responding to inquiries, scheduling meetings, and maintaining ongoing communication. Day-to-day tasks include supporting advisors in preparing client reports, organizing documentation, managing client onboarding, and updating client records in internal systems. The role also involves coordinating service requests, tracking follow-ups, and ensuring a high standard of client care and confidentiality. The Client Relationship Manager will collaborate with internal teams to resolve issues promptly and contribute to improvements in client service processes. Qualifications Strong client service and relationship management skills, with the ability to build trust and communicate clearly and professionally. Organizational and time-management abilities, including experience handling multiple priorities, maintaining accurate records, and meeting deadlines. Comfort with technology and office tools, such as CRM systems, financial software, and standard productivity applications (e.g., email, spreadsheets, document management). Attention to detail, discretion, and a commitment to maintaining client confidentiality and data integrity. Ability to work effectively in a hybrid environment, both independently and in collaboration with advisors and team members. Previous experience in financial services, wealth management, or a professional services environment is an asset.

The Client Relationship Manager serves as the primary contact for clients, managing inquiries, scheduling, and onboarding. They support advisors by preparing reports, maintaining records, and coordinating service requests to ensure high standards of client care.

Candidates should possess strong relationship management skills and proficiency with CRM and productivity tools. Previous experience in financial services or wealth management is considered an asset.

• Gestion du tempsSouhaitée
• Sens de l’organisationSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Client Relationship Management
• Client Onboarding
• CRM Systems
• Financial Software
• Time Management
• Professional Communication
• Data Integrity
• Client Reporting
• Confidentiality
• Organization

• Finance & Accounting
• Customer Service & Support
• Management & Leadership
• Sales
• Administrative

Expérience minimale

2+ ans

Postuler avant le

16 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte