Enhance client experiences as a Client Experience Manager with Harness. Build genuine relationships while strategically addressing advisor needs in a hybrid work model.In this pivotal role at Harness, as part of Advisor Solutions by Purpose, you will focus on strengthening bonds with referring advisors. Your expertise will drive client engagement, ensuring advisors are equipped with the necessary resources to achieve growth. Success comes from your ability to meld responsiveness with a profound understanding of advisor requirements.Key Responsibilities:Own the primary trust relationship with advisorsBuild lasting connections based on transparency and understandingHelp advisors expand their services and client booksWork closely with Portfolio Managers for quality service deliveryChannel feedback from advisors for product enhancementRequirements:Minimum 5 years in client-facing relationship managementStrong wealth management knowledge and advisor model insightExcellent influencing communication skillsBachelor's degree or relevant licensesInterest in AI tools and their applicationsUtilize your skills to facilitate exceptional client relations and growth at Harness.#J-18808-Ljbffr

📌 Client Experience Manager At Harness (Toronto)
🏢 Advisor Solutions by Purpose
📍 Toronto