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Senior Client Experience & Wealth Lead
Summit Search Group
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dartmouth, Canada
Location
dartmouth
Posted
June 04, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
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 strong 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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