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:
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: