Client Manager

Client Manager

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Calgary, Alberta

Accounting & Finance

Permanent

28/11/2022

159698

Angela Degelman, Senior Managing Consultant, Accounting and Finance at Aplin has partnered with our client, a growing and highly successful company in search of a Client Manager for their Calgary office. If you’re a CPA with a strong client-facing background, this could be an ideal opportunity for you.

Responsibilities
  • Actively support evaluation of the client's personal and business needs
  • Support the Client Manager(s), Principal(s), and Operations team, collecting information to assist in building customized solutions, and supporting the client relationship from initial meeting through the duration of service
  • Collaborate with client advisors, external, and internal resources
  • Provide support and compliance documentation for new and in-force plans, ensuring solutions reflect the client’s current needs
  • Actively assist in the preparation of financial documents to support bank negotiations, creation of entities/trusts, policy delivery, ongoing support, and other documents/presentations as required

Qualifications:
  • CPA, CA, MBA, CFA, or JD/LLB
  • 5-10 years related experience

Compensation:
  • Salary of $130,000 - $140,000


Aplin, one of Canada’s Best Managed Companies, is an employment agency that finds top talent for exceptional organizations across North America. There are no fees to apply to our jobs or engage with our recruiters to find a new career. Companies hire us to help them grow their teams. Visit our website to learn more: www.aplin.com 

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