A professional services firm is seeking a Senior Client Relationship Manager in Dartmouth, NS. This role involves collaborating with wealth coaches to manage clients through the life insurance application process. The ideal candidate holds a relevant degree, has experience in client servicing within the insurance or financial industry, and possesses solid organizational skills. Responsibilities include enhancing the client experience, maintaining detailed documentation, and managing client communication. Competitive salary offered with a full-time contract.
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📌 Senior Client Experience & Wealth Lead (Dartmouth)
🏢 Summit Search Group
📍 Dartmouth
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