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Strata Client Service Manager

Client Service Manager

In person, 1120 Bay Street, Gravenhurst, ON

Client Service Manager

Join the Fastest-Growing Wealth Team in Muskoka!

Ready to find your “Second Home”?

At the Strata Group, we don’t just manage wealth; we build a family. We are one of the fastest-growing independent wealth firms in Simcoe Muskoka, and we’re looking for a Client Service Manager who wants to work hard, play hard, and grow with us.

Why You’ll Love It Here

We’ve ditched the “stuffy” finance vibe for a culture of positivity and optimism. Here is what awaits you at our Muskoka Head Office:

  • The View: A glass office overlooking beautiful Lake Muskoka.
  • The Perks: A state-of-the-art kitchen with the best macchiatos and lattes, a rotating selection of shared snacks and beverages, and the occasional catered lunch to celebrate the team.
  • The Setup: A dual-monitor workstation with a standup desk and your own Sonos sound system—play whatever music keeps you moving.
  • The Furry Colleagues: We are 100% dog-friendly.
  • The Rewards: RRSP matching, a Health Care Spending Account (myHSA), and a “Strata Day” (an extra day off just because you’re awesome).

What You’ll Bring to the Table

You are a highly motivated individual who believes that first-class client care is a non-negotiable. You’re the kind of person who:

  • Enjoys being the friendly “voice” of the company.
  • Is tech-savvy enough to troubleshoot a Zoom call while multitasking a CRM update.
  • Actually likes dogs.
  • Views challenges as opportunities to learn and grow.

Our H.E.A.R.T. Values

We live and breathe these five ideas every day:

  1. Honesty: Transparency in every action.
  2. Excellence: Exceeding expectations at every turn.
  3. Adaptability: Embracing change with an open mind.
  4. Respect: Driving everything with empathy and professionalism.
  5. Teamwork: Sharing our successes and our challenges.

Salary: $40,000.00 – $50,000.00/year (with an increase if you obtain your LLQP license!).

Schedule: Monday–Friday, 8:30 AM – 4:30 PM (40 hours per week).

Don’t fit every single requirement? Apply anyway! We don’t hire off keywords—we hire people who align with our values and are ready to contribute to a phenomenal culture.

Are you ready to join the Strata family? Apply today, email your resume to rachel.parker@thestratagroup.ca