Job Summary
Help us deliver an exceptional client experience.
Navarro Financial Group is a growing independent financial advisory practice serving families in British Columbia. We believe clients deserve trusted guidance, clear communication, and a long-term relationship with someone who genuinely cares about their financial wellbeing.
We're looking for a Relationship Manager who loves talking with people, stays organised, follows through on commitments, and enjoys helping clients feel looked after.
This is a client-facing role with a strong focus on phone conversations, appointment scheduling, service support, and relationship management. You will often be the first point of contact for our clients and will play an important role in helping us deliver a consistently outstanding client experience.
You will operate remotely, using Ringcentral for calls and Calendly for scheduling. Hours are negotiable within the 8-20h range, and there is room to grow the position in the future.
Responsibilities
Client Relationship Management
- Make outbound calls to existing clients
- Schedule review meetings and follow-up appointments
- Gather agenda items and prepare meeting notes for the advisor
- Follow up with clients by phone and email
- Maintain accurate records of client interactions and next steps
Calendar & Appointment Management
- Keep the advisor's calendar consistently filled with high-quality meetings
- Coordinate online, phone, and in-person appointments
- Manage reschedules, cancellations, and confirmations
- Track outreach campaigns and follow-up schedules
Client Service Support
- Answer incoming client calls
- Help clients access online account portals and documents
- Assist with routine administrative requests
- Ensure clients receive timely responses and support
- Escalate advisor-related matters appropriately
Practice Transition Support
- Many of our clients have been with the practice for years and are transitioning from working with one generation of advisors to the next. You'll help ensure that transition feels smooth, professional, and personal.
This Role Is a Great Fit If You
- Enjoy talking with people on the phone
- Can build rapport quickly and naturally
- Are warm, professional, and confident
- Are highly organised and detail-oriented
- Follow through without needing constant supervision
- Are comfortable using technology and learning new systems
- Can manage multiple follow-ups without dropping the ball
- Know how to be helpful while maintaining professional boundaries
What This Role Is NOT
This is not a sales role.
You will not be cold-calling strangers or selling products.
You will primarily be speaking with existing clients and helping them receive excellent service, schedule meetings, and access the support they need.
You will not provide financial advice or make investment recommendations.
Requirements
Preferred Experience
- Client service, customer service, relationship management, receptionist, coordinator, or administrative experience
- Experience handling phone-based client interactions
- Experience with scheduling software, CRMs, or calendar management
Skills
- Excellent verbal and written communication
- Strong organisational skills
- Attention to detail
- Professional telephone manner
- Ability to handle confidential information responsibly
- Comfortable learning new software and processes
If you're the kind of person who loves keeping things organised, enjoys meaningful conversations with clients, and takes pride in delivering excellent service, we'd love to hear from you.
To Apply
Please submit:
- Your resume
- A brief cover letter telling us why this role interests you
- A short description of any client-service or phone-based experience you have
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Pay: $28.00-$30.00 per hour
Benefits:
Application question(s):
- Are you located in Greater Vancouver or the Fraser Valley, BC?
Language:
Work Location: Remote
