Client Engagement Specialist

- Halifax - 

Castle Hall is an entrepreneurial, dynamic and fast moving company that is looking to add a Client Engagement Specialist to our team. This role will be an important contributor to the greater diligence admin team; responsible for ensuring exceptional and seamless execution of our service and product offerings.


  • Integral Data input in CRM software and proprietary ERP
  • Offer support to our global team of Client Relationship Managers as required
  • Portfolio crossover reconciliation - for prospective and new clients
  • Assist in coordinating new orders from existing clients
  • Conduct and report on survey results for investment managers
  • Ensure accuracy of FS data entered into proprietary ERP
  • Liase with Media Monitoring team to ensure client expectations are met
  • Assist with regular reporting requirements
  • Other Ad hoc projects as required


  • College diploma in related field
  • Strong work ethic with professional integrity and a positive, proactive attitude
  • Pragmatic, solutions orientated mindset
  • High attention to detail
  • Excellent communication and organizational skills
  • Computer proficiency with full MS Office Suite, with strong excel skills
  • Polished, energetic, and professional demeanor
  • Knowledge of financial industry an asset 
  • Experience in a similar role an asset
  • Experience with Hubspot considered an asset


  • An opportunity to be part of a highly successful and growing organization
  • Excellent working conditions in a young and dynamic work environment
  • Benefits plan including health and dental coverage
  • Learning and Development - Reimbursement for relevant designations

Please send your cover letter and resume specifying “Client Engagement Specialist”. Only candidates under consideration will be contacted.

Job Type: Full-time

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