Client Relationship Manager

Client Relationship Manager
Remote EST/ET Overlap Required

We are looking for an experienced Client Relationship Manager to reconnect with an existing database of past clients and prospects for a Canadian mortgage and financial services company. This role is focused on relationship building client outreach and identifying opportunities within an established database. You will proactively call clients check in on their current mortgage needs book mortgage review appointments and identify potential new opportunities for the mortgage team.

This is not a high-pressure cold-calling role. The ideal candidate is confident on the phone personable professional and able to have natural conversations that build trust and uncover opportunities. Candidates must be available for regular working-hour overlap with the Eastern Time (EST/ET) time zone.

Key Responsibilities:
Proactively call and reconnect with past clients and existing contacts in the company database
Build and maintain strong relationships through regular client follow-up
Conduct friendly check-in calls to understand clients current mortgage and financial needs
Book mortgage review appointments for the mortgage team
Identify potential opportunities including renewals refinances purchases investment properties and other mortgage needs
Re-engage clients who have not been contacted recently
Follow up with clients who express future interest and maintain an organized follow-up schedule
Ask thoughtful questions to uncover changing client circumstances and potential opportunities
Update client records notes outcomes and follow-up activities accurately in the CRM
Maintain a consistent daily outreach volume
Coordinate qualified opportunities and booked appointments with the mortgage team
Help maintain strong relationships with the companys existing client base
Track outreach activity conversations appointments booked and opportunities identified
Provide regular updates on outreach performance and client feedback

What Were Looking For
Proven experience in client outreach relationship management inside sales customer success appointment setting or a similar phone-based role
Strong outbound calling experience
Excellent spoken English and a confident professional phone presence
Ability to build rapport quickly and have natural relationship-focused conversations
Comfortable speaking with existing clients about their current needs and future plans
Strong listening and questioning skills
Ability to identify opportunities without using an overly aggressive sales approach
Strong follow-up habits and attention to detail
Experience working with a CRM and maintaining accurate client notes
Organized and able to manage a large database of contacts and follow-ups
Self-motivated and comfortable working independently
Reliable and consistent with daily outreach
Ability to work with regular EST/ET business-hour overlap

Nice to Have
Previous experience in the mortgage banking lending real estate insurance or financial services industry
Experience working with Canadian or North American clients
Familiarity with mortgage renewals refinances purchases and general mortgage terminology
Previous experience working with a mortgage brokerage or financial services company
Experience using CRM systems for client outreach and follow-up

How to Apply
Please include:
Link to your Resume
A brief introduction about yourself
Your experience with outbound calling and client relationship management
Any experience working with an existing customer or client database
Your previous experience booking appointments or identifying sales opportunities
Any mortgage banking lending real estate insurance or financial services experience
The CRM systems you have used
Your availability to work with EST/ET overlap