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 company’s existing client base
• Track outreach activity, conversations, appointments booked, and opportunities identified
• Provide regular updates on outreach performance and client feedback

What We’re 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