Take charge at Wellington-Altus Financial as the Partner Support Manager, driving excellence in team management and client interactions based in Winnipeg or Toronto. Focus on achieving high service standards through effective leadership.
Reporting to the Senior Manager, you will oversee daily operations and lead your team to success in a positive, dynamic environment. With extensive experience in the financial industry, you'll critique workflows, resolve issues, and ensure a seamless client experience.
Key Responsibilities:
- Set clear team goals and motivate members to adherence
- Conduct performance reviews and coaching sessions regularly
- Cultivate strong relationships with advisors and internal teams
- Ensure duties are met within SLAs through effective management
- Maintain high standards of client confidentiality and service
Requirements:
- Bachelor's degree or diploma in a related field
- 5-8 years in the financial services sector, with 2+ years in leadership
- Proven ability to manage diverse teams effectively
- Strong analytical skills and proficiency in MSOffice
- Track record in client service excellence
Manage operations and enhance team performance at Wellington-Altus, putting clients first.
Financial Services Partner Support Manager in Winnipeg employer: Wellington-Altus Private Wealth Inc.
Wellington-Altus is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for Senior Wealth Planning Analysts to thrive. With a strong emphasis on professional development, employees are encouraged to enhance their skills and grow within the company while working alongside a dynamic team dedicated to delivering tailored wealth management strategies for high-net-worth clients. Located in a vibrant area, the company offers unique advantages such as networking opportunities and access to industry-leading resources, ensuring a rewarding and meaningful career path.
Contact Details:
Wellington-Altus Private Wealth Inc. Recruitment Team
