Client Experience Manager

Who We Are Bellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and fulfilling career. This is a place where you can realize your aspirations and achieve your goals, within a supportive and inclusive environment. By collaborating and working with talented colleagues on interesting and challenging projects and activities, every employee can make a difference and have a profound impact on our business. We are a value-based organization with the following core beliefs: All in Clients come first Trust is earned One Team Innovation answers uncertainty Discipline delivers results We are committed to providing an environment where all employees are encouraged to reach their highest potential. Please join us in striving to please our clients, in aiming to be the best you can be, and in making our Company a success. Job Summary As the primary point of contact for client, the Client Experience Manager will manage the full client lifecycle—from onboarding and account maintenance to coordinating exclusive events and charitable initiatives. You will work closely with Portfolio Administrators and Family Wealth Advisors, providing the analytical support and meticulous documentation required to deliver tailored financial strategies. Beyond client service, you will act as a "hub" for office operations, managing premises logistics and internal communications with a proactive approach, to drive the team’s collective success. Key Responsibilities Client Support: Act as the primary point of contact for clients, addressing inquiries, scheduling appointments, and providing exceptional customer service. Ongoing relationship management with clients, including servicing of daily ad-hoc client and Portfolio Administrator requests. Client Events: Coordinate and support client event initiatives as well as acting as a key contact representative for promotional and charitable events and other initiatives. Account Management: Assist in the opening, closing, and maintenance of client accounts, including processing paperwork and coordinating with custodians and financial institutions. Financial Analysis: Conduct research and analysis to support the Family Wealth Advisors in developing comprehensive financial plans and investment strategies tailored to each client's goals and risk tolerance. Documentation: Prepare and review documents such as financial statements, investment proposals, and performance reports for accuracy and compliance. Administrative Tasks: Manage administrative tasks including data entry, file maintenance, and calendar management to ensure efficient operations. Ensure new client paperwork is complete and filed accordingly. Follow-up on deficient paperwork. Set up and monitor account transfers through to completion. Compliance: Ensure adherence to regulatory requirements and internal policies, maintaining accurate records and documentation. Communication: Communicate effectively with clients, colleagues, and external partners to facilitate smooth interactions and resolve issues promptly. Professional Development: Stay updated on industry trends, regulatory changes, and best practices through ongoing training and professional development opportunities, including obtaining licensing and designations. Premises Management: Act as a primary liaison with premises related service providers including the timely payment of all invoices. Relationship Manager: Liaise with and respond to requests from clients, Portfolio Administrators, and Family Wealth Advisors. Qualifications Strong computer skills including Microsoft Office suite, CRM software, portfolio management and accounting software. Knowledge and application of AML procedures. Past training an asset. Canadian Securities Course or other industry or college courses in the area of financial services or investment management would be an asset. Collaborative spirit and comfortable working both in a team environment & on individually assigned tasks. Post-secondary education in business is an asset but not a requirement. Prior experience working with and for High-Net-Worth Private Clients is an asset. Previous experience in a similar role within the financial services industry preferred. Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients. Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously. Ability to maintain confidentiality and handle sensitive information with discretion. Compensation & Working conditions Salary Range: $60,000 - $70,000 annually, with bonus potential. Compensation is determined based on experience, qualifications, and internal equity. First 3 to 6 months: On-site in our Peterborough office 5 days per week. Thereafter: Hybrid work model, with a minimum of 3 days per week in the office. In-office presence is required for team and various client related meetings Some travel may be required in this role. AI Statement Bellwether's hiring process may include AI screening for keywords and minimum qualifications. Trained staff review all results and make final decisions. Bellwether Investment Management Inc. is an equal opportunity employer committed to diversity and inclusion. Disability-related accommodation during the application process is available upon request.

Manage the full client lifecycle from onboarding to relationship maintenance while providing analytical support for financial strategies. Act as the operational hub for the office, handling premises logistics and internal communications.

Requires strong computer skills and knowledge of AML procedures, with a preference for experience in financial services and high-net-worth client management. A post-secondary degree in business or industry certifications like the Canadian Securities Course are considered assets.

• Bonus Potential

Identified from the job description. Confirm important requirements above.

• Client Relationship Management
• Financial Analysis
• Account Maintenance
• Event Coordination
• Microsoft Office
• CRM Software
• AML Procedures
• Compliance
• Portfolio Management Software
• Interpersonal Communication
• Organizational Skills
• Data Entry
• Calendar Management
• Documentation
• Research
• High-Net-Worth Client Service

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

Minimum education

Professional degree

Minimum experience

2+ years

Apply by

Jan 26, 2027

Posting language

English

Working hours

40 hours per week

Office presence

3 days per week

Seniority

Mid-Senior level

Application method

Direct apply is available