Our client is seeking a Client Experience Manager with a respected private wealth and investment management firm in Peterborough, Ontario.

This role is well suited to an experienced financial services professional who brings professional discretion, responsive communication, and a high level of accuracy to private client service, while supporting detailed requests and contributing to a high-touch wealth management experience.

The successful candidate will play an important role in supporting the client experience, from onboarding and account maintenance through to ongoing service, documentation, meeting coordination, and day-to-day support. This position requires strong organization, confidentiality, responsive communication, and comfort managing details in a regulated financial services environment.

About the Role

The Client Experience Manager will act as a key point of contact for clients and will support the advisory team with client service, account administration, documentation, event coordination, and internal office support.

This is a client-facing wealth operations role rather than a general administrative position. The work requires relevant experience, professional discretion, strong communication skills, follow-through, and comfort working with client information, account documentation, and financial services processes.

The right person will be comfortable working independently, asking thoughtful questions, following through on open items, and helping create a steady, professional, and responsive client experience.

Key Responsibilities

• Act as a primary point of contact for clients, responding to inquiries, scheduling meetings, and supporting day-to-day service needs

• Support client onboarding, including account opening, account maintenance, transfers, required forms, and follow-up on outstanding documentation

• Coordinate with custodians, financial institutions, internal team members, and external partners to help resolve client and account-related matters

• Prepare, review, and organize client documents, reports, proposals, and related materials for accuracy and completeness

• Maintain accurate client records, files, CRM updates, and internal documentation

• Support the advisory and portfolio/operations teams with meeting preparation, follow-up items, client requests, and relationship management

• Assist with client events, community initiatives, and other client-facing activities

• Support internal office coordination, including premises-related matters, service providers, invoices, and team communication

• Help ensure client service and documentation are handled in line with internal policies, privacy expectations, and regulatory requirements

• Stay current on industry practices, regulatory changes, and professional development opportunities

Experience and Qualifications

The ideal candidate will bring relevant experience in financial services, wealth management, banking, insurance, investment administration, or another professional services environment where confidentiality, accuracy, and client care are important.

Candidates should bring:

• Ideally 3–5+ years of relevant client service, administrative, operations, or advisor-support experience, preferably in financial services, wealth management, banking, insurance, investment administration, or a related professional services environment

• Experience supporting client accounts, documentation, onboarding, transfers, or service workflows in a financial services setting

• Strong communication skills and the ability to build trust with clients, colleagues, and external partners

• Strong organizational skills and the ability to manage multiple priorities with care and consistency

• Comfort working with sensitive information and maintaining confidentiality

• Strong computer skills, including Microsoft Office, CRM systems, and financial services or account-management software

• Familiarity with AML, compliance, client documentation, or regulated account processes would be an asset

• Experience supporting private clients, high-net-worth clients, advisors, portfolio managers, or senior professionals would be an asset

• Canadian Securities Course, financial services courses, or related industry education would be considered an asset

• Post-secondary education in business, finance, administration, or a related field is helpful but not required

Why This Opportunity May Appeal

This position is well suited to someone who enjoys private client service, detailed coordination, and being part of a professional wealth management team.

The role offers variety, exposure to wealth management operations, and the opportunity to support advisors and clients in a relationship-focused environment.

For someone who is organized, responsive, and detail-oriented, this role offers the opportunity to make a meaningful contribution to the client experience and the day-to-day success of the advisory team.

Compensation and Work Arrangement

• Base salary range: $60,000–$70,000, with compensation determined by relevant experience, financial services knowledge, and the level of client service, documentation, and operational support required in the role

• Discretionary bonus potential

• Paid vacation package

• Primarily remote work arrangement

• Must be able to attend the Peterborough office as required

• Some travel may be required

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his is a confidential search being managed by Capital Markets Advisors.

Qualified candidates are invited to submit a resume for confidential consideration. Additional details about the hiring firm will be shared with selected candidates as the process moves forward.

Capital Markets Advisors is committed to supporting an inclusive recruitment process. Accommodation is available upon request for candidates participating in the search process.