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Senior Client Experience & Wealth Lead

Student-Friendly Entry-Level
Company

Summit Search Group

Location

dartmouth, Canada

Posted

May 23, 2026

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About This Opportunity

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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