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Customer Engagement Specialist

Richter18 days ago
Toronto, Ontario
Senior Level
part_time

About the role

Client Engagement Specialist - Richter Guardian, Where Trust Meets Protection About Richter Guardian For nearly 100 years, Richter has been a trusted advisor to entrepreneurs, executives, and families. Today, we extend that legacy with Richter Guardian — a concierge-style cybersecurity and digital protection service designed to safeguard the personal lives of those who expect the highest level of care and discretion. Your RoleAs a Client Engagement Specialist, you will be the dedicated guide for our clients throughout their Richter Guardian journey. From the first conversation to onboarding, and through ongoing care, you will deliver a white-glove experience that inspires trust and confidence.This role blends client relationship management, service excellence, and coordination with our cyber analysts and service partners. Your mission is to ensure clients feel protected, understood, and supported at every step. What You’ll Do

  • Support prospective clients during the decision-making process.
  • Deliver seamless onboarding and a reassuring first experience.
  • Act as the central point of contact, always responsive and attentive.
  • Anticipate client needs and identify opportunities to enhance protection.
  • Conduct ongoing touchpoints and check-ins to reinforce trust and value.
  • Capture client feedback and help shape the future of Richter Guardian.

 Qualifications

  • 3-5 years in client relationship management, customer success, professional services, or luxury client care.
  • Background in cybersecurity, IT services, or wealth management is an asset.
  • Strong interpersonal and communication skills, with the ability to explain complex topics simply.
  • A service-first mindset with the discretion to support high-net-worth clients and families.
  • Proven ability to manage multiple client relationships with precision and care.
  • Proficiency with collaboration tools (Microsoft 365, Teams, CRM platforms).

 Why Join Us

  • Be part of a premium, fast-growing service line backed by a trusted firm.
  • Work directly with executives and families who value security and privacy.
  • A chance to grow with Richter Guardian as we redefine personal cybersecurity protection.
  • Competitive compensation, benefits, and professional development opportunities.

About Richter

Professional Services
501-1000

Richter est un Bureau Familial | d’Affaires qui fournit des conseils stratégiques sur les questions d’affaires et sur les objectifs financiers et personnels des familles à travers les générations. Comptant près de 100 ans d'expérience à conseiller à l'intersection de la famille et de l'entreprise, Richter a développé une approche intégrée afin d’accompagner les propriétaires d'entreprise dans leur quête d’un succès durable. Que ce soit sur le plan professionnel, personnel ou la combinaison des deux, Richter occupe une position unique pour répondre aux besoins des entrepreneurs, des clients privés, des propriétaires d'entreprise et des familles les plus prospères du Canada, en plus de les aider à tracer une voie claire pour façonner leur héritage destiné aux générations futures. Fondée en 1926, l'équipe multidisciplinaire de Richter, qui compte aujourd’hui 600 personnes, innove continuellement afin de créer de la valeur pour ses employés, ses clients et la collectivité au Canada ainsi qu’aux États-Unis.

Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter’s 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.