Verified Job
Accounting - Finance
Client Relationship Manager
Accounting - Finance
#770303
Remote / WFH
Navarro Financial Group
Job Description
Job Summary
Help us deliver an exceptional client experience.
Navarro Financial Group is a growing independent financial advisory practice serving families in British Columbia. We believe clients deserve trusted guidance, clear communication, and a long-term relationship with someone who genuinely cares about their financial wellbeing.
We're looking for a Relationship Manager who loves talking with people, stays organised, follows through on commitments, and enjoys helping clients feel looked after.
This is a client-facing role with a strong focus on phone conversations, appointment scheduling, service support, and relationship management. You will often be the first point of contact for our clients and will play an important role in helping us deliver a consistently outstanding client experience.
You will operate remotely, using Ringcentral for calls and Calendly for scheduling. Hours are negotiable within the 8-20h range, and there is room to grow the position in the future.
Responsibilities
Client Relationship Management
Make outbound calls to existing clients
Schedule review meetings and follow-up appointments
Gather agenda items and prepare meeting notes for the advisor
Follow up with clients by phone and email
Maintain accurate records of client interactions and next steps
Calendar & Appointment Management
Keep the advisor's calendar consistently filled with high-quality meetings
Coordinate online, phone, and in-person appointments
Manage reschedules, cancellations, and confirmations
Track outreach campaigns and follow-up schedules
Client Service Support
Answer incoming client calls
Help clients access online account portals and documents
Assist with routine administrative requests
Ensure clients receive timely responses and support
Escalate advisor-related matters appropriately
Practice Transition Support
Many of our clients have been with the practice for years and are transitioning from working with one generation of advisors to the next. You'll help ensure that transition feels smooth, professional, and personal.
This Role Is a Great Fit If You
Enjoy talking with people on the phone
Can build rapport quickly and naturally
Are warm, professional, and confident
Are highly organised and detail-oriented
Follow through without needing constant supervision
Are comfortable using technology and learning new systems
Can manage multiple follow-ups without dropping the ball
Know how to be helpful while maintaining professional boundaries
What This Role Is NOT
This is not a sales role.
You will not be cold-calling strangers or selling products.
You will primarily be speaking with existing clients and helping them receive excellent service, schedule meetings, and access the support they need.
You will not provide financial advice or make investment recommendations.
Requirements
Preferred Experience
Client service, customer service, relationship management, receptionist, coordinator, or administrative experience
Experience handling phone-based client interactions
Experience with scheduling software, CRMs, or calendar management
Skills
Excellent verbal and written communication
Strong organisational skills
Attention to detail
Professional telephone manner
Ability to handle confidential information responsibly
Comfortable learning new software and processes
If you're the kind of person who loves keeping things organised, enjoys meaningful conversations with clients, and takes pride in delivering excellent service, we'd love to hear from you.
To Apply
Please submit:
Your resume
A brief cover letter telling us why this role interests you
A short description of any client-service or phone-based experience you have
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Pay: $28.00-$30.00 per hour
Benefits:
Work from home
Application question(s):
Are you located in Greater Vancouver or the Fraser Valley, BC?
Language:
English (required)
Work Location: Remote
Help us deliver an exceptional client experience.
Navarro Financial Group is a growing independent financial advisory practice serving families in British Columbia. We believe clients deserve trusted guidance, clear communication, and a long-term relationship with someone who genuinely cares about their financial wellbeing.
We're looking for a Relationship Manager who loves talking with people, stays organised, follows through on commitments, and enjoys helping clients feel looked after.
This is a client-facing role with a strong focus on phone conversations, appointment scheduling, service support, and relationship management. You will often be the first point of contact for our clients and will play an important role in helping us deliver a consistently outstanding client experience.
You will operate remotely, using Ringcentral for calls and Calendly for scheduling. Hours are negotiable within the 8-20h range, and there is room to grow the position in the future.
Responsibilities
Client Relationship Management
Make outbound calls to existing clients
Schedule review meetings and follow-up appointments
Gather agenda items and prepare meeting notes for the advisor
Follow up with clients by phone and email
Maintain accurate records of client interactions and next steps
Calendar & Appointment Management
Keep the advisor's calendar consistently filled with high-quality meetings
Coordinate online, phone, and in-person appointments
Manage reschedules, cancellations, and confirmations
Track outreach campaigns and follow-up schedules
Client Service Support
Answer incoming client calls
Help clients access online account portals and documents
Assist with routine administrative requests
Ensure clients receive timely responses and support
Escalate advisor-related matters appropriately
Practice Transition Support
Many of our clients have been with the practice for years and are transitioning from working with one generation of advisors to the next. You'll help ensure that transition feels smooth, professional, and personal.
This Role Is a Great Fit If You
Enjoy talking with people on the phone
Can build rapport quickly and naturally
Are warm, professional, and confident
Are highly organised and detail-oriented
Follow through without needing constant supervision
Are comfortable using technology and learning new systems
Can manage multiple follow-ups without dropping the ball
Know how to be helpful while maintaining professional boundaries
What This Role Is NOT
This is not a sales role.
You will not be cold-calling strangers or selling products.
You will primarily be speaking with existing clients and helping them receive excellent service, schedule meetings, and access the support they need.
You will not provide financial advice or make investment recommendations.
Requirements
Preferred Experience
Client service, customer service, relationship management, receptionist, coordinator, or administrative experience
Experience handling phone-based client interactions
Experience with scheduling software, CRMs, or calendar management
Skills
Excellent verbal and written communication
Strong organisational skills
Attention to detail
Professional telephone manner
Ability to handle confidential information responsibly
Comfortable learning new software and processes
If you're the kind of person who loves keeping things organised, enjoys meaningful conversations with clients, and takes pride in delivering excellent service, we'd love to hear from you.
To Apply
Please submit:
Your resume
A brief cover letter telling us why this role interests you
A short description of any client-service or phone-based experience you have
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Pay: $28.00-$30.00 per hour
Benefits:
Work from home
Application question(s):
Are you located in Greater Vancouver or the Fraser Valley, BC?
Language:
English (required)
Work Location: Remote
