Client Manager

Client Manager

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Calgary, Alberta

Accounting & Finance




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.

  • 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

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

  • Salary of $130,000 - $140,000

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