Client Manager

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

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.

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.

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

• 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-se…