Client Engagement Manager (Medical Communications) (Winnipeg)

Client Engagement Manager (Medical Communications) (Winnipeg)

14 Aug
|
Moomoo Canada
|
Winnipeg

14 Aug

Moomoo Canada

Winnipeg

Drive client retention efforts as a Client Engagement Manager with Moomoo Financial in Toronto, Ontario. Help high-net-worth clients through personalized service and proactive communication.This role requires at least five years of experience in retail brokerage or a similar environment. You will engage with clients throughout their lifecycle while identifying business opportunities for growth and enhanced service satisfaction.Key Responsibilities:- Manage ongoing relationships with priority clients- Facilitate smooth onboarding and client activation processes- Support asset growth and recent-client conversion initiatives- Maintain accurate records and CRM documentation- Collaborate with internal teams to meet client needsRequirements:- Completion of the Canadian Securities Course and CPH- Minimum 5 years in client relationship management- Knowledge of investment products and client service processes- Fluent in English and Mandarin; trilingual preferred- Strong attention to detail with compliance adherenceBring your expertise in client engagement to Moomoo Financial's innovative team.#J-18808-Ljbffr

📌 Client Engagement Manager (Medical Communications) (Winnipeg)
🏢 Moomoo Canada
📍 Winnipeg

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