Related skills
communication relationship management client service case management📋 Description
- Serve as the single point of contact for Wealth Management clients
- Manage client relationships and expectations
- Coordinate with internal teams to resolve issues and fulfill requests
- Bridge between client and internal stakeholders (Sales, Compliance, etc.)
- Ensure a world-class Wealth Management client experience
- Proactively anticipate client needs and respond
🎯 Requirements
- Elite client service experience (2–4 years)
- Financial market literacy
- Case management excellence
- Omnichannel communication
- Collaborative mindset with internal teams
🎁 Benefits
- Competitive salary
- Retirement savings matching
- 20 vacation days per year
- 90 days away program for international work
- Remote-first team across North America
- Employee Resource Groups
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