Senior Client Service Manager

Senior Client Service Manager
Halifax, Nova Scotia
Reference #JL-BLW-10035

Bloom Wealth Inc. is a boutique wealth management firm serving clients throughout Atlantic Canada and across Canada. Built on long-term relationships, trust, and exceptional client service, Bloom Wealth provides comprehensive investment, insurance, and financial planning solutions tailored to each client's unique goals. The firm takes pride in delivering a highly personalized experience, combining professional expertise with a warm, family-oriented culture where clients feel valued and supported.

As Bloom Wealth continues to grow, they are seeking a highly organized, client-focused, and experienced Senior Client Service Manager to join their team in Halifax, Nova Scotia.

The Role

The Senior Client Service Manager is a key member of the Bloom Wealth team and plays a critical role in ensuring a seamless client experience across investment and insurance services. Supporting advisors in all aspects of client onboarding, account maintenance, service delivery, and ongoing relationship management, this individual serves as a trusted operational partner and an important point of contact for clients.

This is an ideal opportunity for an experienced wealth management professional who thrives in a fast-paced environment, enjoys juggling multiple priorities, and takes pride in delivering exceptional service. The successful candidate will bring strong industry knowledge, meticulous attention to detail, and a proactive approach to managing complex client needs and administrative processes.

Duties & Responsibilities:

• Provide administrative and operational support to Bloom Wealth advisors throughout the client lifecycle.
• Process new investment accounts, transfers, and trades while ensuring all documentation is complete and compliant.
• Manage and follow insurance applications and in-force business through every stage of the process.
• Maintain accurate client records, documentation, and activities within the firm's CRM and associated systems.
• Serve as a primary point of contact for client inquiries and requests, providing prompt and professional service.
• Coordinate with investment dealers, insurance carriers, service providers, and head office teams to ensure client needs are met efficiently.
• Prepare and support annual client reviews, meeting materials, account documentation, and DocuSign workflows.
• Monitor outstanding client matters, ensuring all follow-ups are tracked, documented, and completed in a timely manner.
• Maintain compliance standards and procedures across all investment and insurance business activities.
• Collaborate closely with advisors and team members to ensure visibility on client activity, upcoming business, and outstanding requirements.
• Assist with marketing initiatives, client communications, newsletters, and office administration as required.
• Provide guidance and support to newer team members, including junior Client Service Managers, co-op students, and new advisors when appropriate.
• Attend industry training sessions, provider seminars, and complete required continuing education requirements.

Qualifications & Experience:

• Mutual Fund Licensed (required).
• Life Insurance License considered an asset but not required.
• Minimum 7-10 years of experience in a client service, wealth management, investment administration, or financial services environment; 10+ years is considered ideal.
• Experience supporting investment and insurance business, including account processing, trades, transfers, and client documentation.
• Strong understanding of compliance requirements and industry best practices within the financial services sector.
• Proficiency with CRM platforms and Microsoft Office applications.
• Exceptional organizational skills with the ability to manage multiple priorities and shifting deadlines simultaneously.
• Outstanding attention to detail and commitment to accuracy.
• Excellent verbal and written communication skills.
• Professional, client-focused demeanor with strong relationship-building capabilities.

The Ideal Candidate

Bloom Wealth is seeking an individual who is proactive, engaged, and highly accountable. The successful candidate will take ownership of their work, anticipate client and team needs, and consistently follow through on commitments. They will excel in a collaborative environment where communication, teamwork, and client care are essential to success. This person is naturally curious, enjoys improving processes, and understands that delivering an exceptional client experience often requires flexibility, initiative, and a willingness to adapt to changing priorities throughout the day.

To express interest in this opportunity please apply online directly here.

If you have any questions, please contact Kate Spares, Recruitment Specialist, at [email protected] or Jeff Lanthier, Partner, at [email protected]. If you require accommodation to participate in the recruitment process, please let us know.

Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.

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