Location
burlington, halton region, Canada
Posted
July 20, 2026
Job Description
Elevate your career with Celernus Investment Partners as a Senior Client Services Manager. Take charge of client onboarding and operational support in a boutique investment management environment.
This role is ideal for an experienced client service professional with over 5 years in wealth management or investment operations. You will engage directly with clients and advisors, driving exceptional service through proactive communication and problem-solving. Your hands-on leadership will foster a positive client experience and strengthen team service capabilities.
Key Responsibilities:
• Lead onboarding processes for new clients with exceptional service
• Manage transfers and ensure compliance with KYC/IPS regulations
• Maintain and organize the firm’s CRM system for accuracy
• Oversee account-level changes and maintain communication with clients
• Mentor junior staff to enhance their professional skills
Requirements:
This role is ideal for an experienced client service professional with over 5 years in wealth management or investment operations. You will engage directly with clients and advisors, driving exceptional service through proactive communication and problem-solving. Your hands-on leadership will foster a positive client experience and strengthen team service capabilities.
Key Responsibilities:
• Lead onboarding processes for new clients with exceptional service
• Manage transfers and ensure compliance with KYC/IPS regulations
• Maintain and organize the firm’s CRM system for accuracy
• Oversee account-level changes and maintain communication with clients
• Mentor junior staff to enhance their professional skills
Requirements: