Lifeease Financial Solutions Inc.
Client Experience Manager Ottawa
Job Description
Enhance client engagement at Lifeease Financial Solutions as a Client Experience Manager in Ottawa, Ontario. Lead client interactions and events to drive superior service delivery.
In this high-impact role, you will connect our advisory team with back office operations, ensuring consistent, high-quality experiences for our clients. Key responsibilities include managing client touchpoints, event planning, and team leadership to maintain operational efficiency.
Key Responsibilities:
• Design and improve client touchpoint service model
• Oversee planning and execution of client events
• Manage event logistics including communication and coordination
• Direct and lead the back office team
• Support advisors with CRM and meeting preparations
Requirements:
• Experience in financial services or wealth management
• Proven event planning and execution experience
• Ability to lead and manage teams effectively
• Strong communication and organizational skills
In this high-impact role, you will connect our advisory team with back office operations, ensuring consistent, high-quality experiences for our clients. Key responsibilities include managing client touchpoints, event planning, and team leadership to maintain operational efficiency.
Key Responsibilities:
• Design and improve client touchpoint service model
• Oversee planning and execution of client events
• Manage event logistics including communication and coordination
• Direct and lead the back office team
• Support advisors with CRM and meeting preparations
Requirements:
• Experience in financial services or wealth management
• Proven event planning and execution experience
• Ability to lead and manage teams effectively
• Strong communication and organizational skills