Client Services Manager - Service Delivery

Company Description Lifeease Financial Solutions Inc. specializes in comprehensive financial planning for both personal and business clients. We assist clients with a range of services, from starting as new investors to multi-generational estate planning. Based in Ottawa, Ontario, we serve the greater Ottawa area through in-person appointments and offer virtual services to clients.

We are seeking a Client Experience Manager to serve as the bridge between our advisor team and our back office. This is a high-impact, highly visible role for someone who thrives at the intersection of client relationships, event management, and team leadership. Client Experience & Service Model

• Design, implement, and continuously improve our client touchpoint service model, ensuring every client receives a consistent, high-quality experience at every stage of the relationship.
• Own our client segmentation and outreach schedule, coordinating closely with advisors to ensure all touchpoints are timely, personalized, and meaningful.
• Track client engagement and proactively identify gaps or opportunities to strengthen our service delivery.

Take the lead on planning and executing all client-facing events, including client appreciation events, educational seminars, and virtual webinars. Taking the lead from concept through post-event follow-up.

• Manage all event logistics: venue, invitations, materials, third-party coordination, and attendee communication.
• Collaborate with advisors on client newsletters, presentations, and other outreach materials that reflect our brand voice and investment philosophy.

Team Leadership & Office Operations

• Manage and lead the back office team, providing clear direction, coaching, and accountability to support a high-performing culture.
• Oversee day-to-day office operations and administrative workflows, ensuring the practice runs efficiently and in compliance with regulatory requirements
• Serve as the primary coordination point between advisors and support staff, proactively resolving bottlenecks and improving internal communication.

Support advisors with CRM management, meeting preparation, and follow-up tracking to help grow and retain our book of business.

• Assist with compliance-related administrative tasks and documentation as required.

Experience in financial services, wealth management, or a professional services environment (strongly preferred).

• Demonstrated experience planning and executing events or client programs.
• Experience leading, managing, or mentoring a team.
• Strong organizational skills and the ability to manage multiple priorities without missing details.
• Proficiency with CRM tools and the Microsoft Office suite; familiarity with Salesforce or similar platforms is an asset
• A working knowledge of financial advisory and wealth management products is a significant asset.

If you are a motivated professional who takes pride in delivering outstanding client experiences and building effective teams, we’d love to hear from you.