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Senior Client Experience & Wealth Lead

Summit Search Group
Location 📍 dartmouth, Canada
Posted 📅 June 06, 2026
Work Type ⏰ Full-time

Position Overview

A professional services firm is seeking a Senior Client Relationship Manager in Dartmouth, NS. This role involves collaborating with wealth coaches to manage clients through the life insurance application process. The ideal candidate holds a relevant degree, has experience in client servicing within the insurance or financial industry, and possesses strong organizational skills. Responsibilities include enhancing the client experience, maintaining detailed documentation, and managing client communication. Competitive salary offered with a full-time contract.
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Job Details

Employment Type
Full-time
📊
Category
Other-General
🏠
Work Arrangement
On-site
📍
Location
dartmouth, Canada