Customer Success Manager
$75k - $95k per yearBold Wealth
We're hiring : Firm Customer Support Manager
Bold Wealth Partners is looking for a Firm Customer Support Manager to join our Firm Services team in Toronto.
You'll be the go-to contact for the advisory firms on our platform, owning escalations, solving problems with precision, and helping new firms get onboarded smoothly. If you're comfortable in the language of financial advisors, calm under pressure, and take real ownership of the relationships in your care, we'd like to talk.
What you'll do:
- Own day-to-day support for a portfolio of advisory firms
- Triage and resolve escalated client and firm issues, working across technology, compliance, and operations
- Help onboard new firms once trained on our process
- Build trusted, long-term relationships with firm principals and advisors
- Spot recurring issues and help drive process and platform improvements
What you bring:
- 3+ years in a client-facing or account management role, ideally in financial services, wealth management, or fintech
- Strong written and verbal communication skills
- Comfort working with financial advisors and portfolio managers
- A structured, detail-oriented approach to case management
- Sound judgment under pressure
Salary Range: 75-95K CAD
Bold Wealth Partners is an OSC-regulated portfolio manager built to empower financial planners to spend more time building trust, deepening relationships, and growing their business. Join a small, focused team building the operational backbone that lets advisors do their best work.
Toronto, ON (hybrid) | Reports to: Director of Firm Services
#J-18808-LjbffrVacancy posted 10 hours ago
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