Welcome To Clarity Wealth Council - Applying For The Client Service Manager Position

What is Clarity Wealth Counsel?

An award winning financial planning firm is seeking a key player to join the team for the Client Service Manager role. Clarity Wealth Counsel’s Advisory Team has been helping Albertan’s retire since 2004. We hold a dear a vision of the future where financial certainty is achievable by all, one client at a time. We support this by providing Retirement Planning services to help clients ensure their money is on track, no matter what the stage of life. While the appeal of Retirement Planning may seem lacking, we genuinely believe that solving fundamental financial problems is anything but bland.

We've got an amazing team of Advisors who are building a brand presence and strong processes for an amazing client experience. We're looking for someone with a positive, upbeat attitude who is a team player willing to learn and help take our growth to next level. This is where you come in..

Here's the details:

  • This is a full-time position, and pay will be based on experience
  • We offer a Health Spending Account & flexibility for Vacation/Sick days
  • Our office is in Campbell Business Park within St. Albert

Job Description – Client Service Manager

Candidate must have superior client service and technology skills, be able to take direction, prioritize activities, multi-task and operate under a tight timeline. The ideal candidate for this role demonstrates the ability to work independently, is a resourceful, results-oriented individual able to problem solve and who will take pride in elevating the client service experience for new and existing relationships.

Here’s what you’ll be responsible for:

  • Prepare new account and service paperwork, tracking effectively to completion, and other administrative support as needed
  • Assist in developing marketing strategies and organization of promotional events, both traditional and digital media formats
  • Communicate directly with clients and foster caring and trusting relationships
  • Implement and monitor marketing and client service programs as directed by management
  • Answer incoming calls, client requests, prep and maintain files, and assume other receptionist duties

Qualifications:

  • College degree or equivalent preferred
  • 2 years’ experience, preferably in a client service environment
  • Proficiency in MS Office with expertise in Canva.
  • Detail oriented and comfortable working solo in a fast-paced office environment
  • Candidate must be professional in appearance and manner, possess excellent written and verbal communications skills, and be highly motivated with strong organizational skills.

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