Client Experience Lead — Financial Services - Langford, BC VB V
Only for registered members Langford, BC VB V, Canada
9 hours ago
Job summary
We're growing and looking for a Client Experience Lead who will ensure every client interaction feels seamless, professional, and genuinely caring.Responsibilities
- Acting as the main point of contact (phone, email, in-person reception) with warmth and professionalism ,
- Managing client onboarding, documentation, and follow-ups ,
- Coordinating client meetings, reminders, and debriefs ,
- Maintaining our client systems (Cloven CRM , SideDrawer , and Microsoft 365 tools) ,
Job description
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