Client Experience Specialist (Financial Services)

Location: Hybrid schedule in Calgary; candidates in the Greater Toronto Area will work from 483 Bay Street in Toronto until approximately late 2026, then from the new Mississauga office. Current work authorization for Canada is required.

Annual cash compensation of CAD 60,000–76,000, including base salary and target discretionary performance bonus.

Company

hirify.global provides investment portfolios and services to Canadian individual and institutional investors.

What you will do

• Act as the secondary client contact and own inquiries or escalations from intake through resolution.
• Coordinate operational services and communicate escalations to managers, management, and impacted parties.
• Build relationships with Client Experience Managers, sales teams, advisors, and internal partners.
• Attend advisor sales events and client-facing meetings when requested.
• Promote new systems and service offerings while helping clients adopt new processes.
• Contribute to special projects, reporting, campaigns, and continuous improvement initiatives.

Requirements

• At least 18 months of related experience in the mutual fund services industry.
• College diploma or equivalent experience.
• Strong relationship management, interpersonal, verbal, and written communication skills.
• Knowledge of policies, procedures, transaction types, and investment product offerings.
• Ability to work in a fast-paced environment, learn quickly, adapt to change, and stay organized.
• Experience with MS Office Suite, Salesforce, internet tools, in-house recordkeeping applications, AI, and chat.

Nice to have

• End-to-end customer relationship management experience.
• At least one year of inbound call inquiry experience.
• At least one year of transaction or adjustment processing experience.
• IFIC or CSC designation.

Culture & Benefits

• Employer-paid health benefits begin on the first day and include up to CAD 6,000 annually for mental health services and therapy.
• Company contributions to a group RRSP without requiring employee matching.
• Parental leave top-up to 100% of salary for 25 weeks.
• Up to CAD 650 for home office equipment and a generous paid time-off policy.
• Professional development through more than 11,000 training courses, tuition reimbursement, and designation completion rewards.
• Diversity and inclusion programs, employee resource groups, and accommodation during the application process.