109 Client Management jobs in Canada
Manager Client Services II - Investment Management
Burlington, Ontario
TD Bank
Posted 15 days ago
Job Viewed
Job Description
**Work Location:**
Burlington, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
TD Wealth
**Pay Details:**
$65,600 - $98,400 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
Private Wealth Management, Private Investment Advice provides high-net worth clients with holistic discovery and planning towards customized advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, they bring a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. Team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of TD Wealth Services, including Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory and Insurance Services.
The Sales & Support Leadership family consists of roles that are managing wealth sales and support professionals in delivering exceptional service to our clients. They are accountable for owning the Private Wealth Management vision, culture and strategy in the field, exceeding client experience expectations, managing productive local TD Partner and community relationships, while ensuring an inclusive and diverse environment within each branch/center.
The Manager Client Service - Investment Management (MCS) is responsible for leading a team of highly skilled support staff with diverse capabilities conducting day-to-day operations of a fast-paced branch ensuring a positive working environment, change management, consistent process improvements, and adherence to ever-changing regulatory and control requirements.
**Accountabilities:**
+ Supervise and manage day-to-day operations of the Branch
+ Coach and develop employees to proactively identify client product and services needs and deliver on the business sales, advice strategies and individual goals
+ Lead the recruitment and selection process for all support staff hires to ensure a highly diverse, qualified workforce to achieve business objectives
+ Assist with training new branch support staff and coordinate ongoing training initiatives for existing branch staff
+ Promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectives
+ Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
+ Actively participate and contribute in national MCS Conference Calls, National and Regional Calls, providing input and feedback as required
+ Contribute to operational improvements and coordinate the implementation of new policies & procedures intended to improve the quality of the client experience
+ Remain abreast of client feedback on service quality and coach the team towards preventing issues and improving the client experience
+ Provide leadership for all national and branch projects and initiatives
+ Lead change management initiatives, together with Branch Management, to ensure implementation is smooth and adoption is early
+ Assistthe supportteam with day to day problem resolution and escalation requests
+ Ensure employees are knowledgeable and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
**Skills Required:**
+ 7+ years of related people manager experience
+ Deep knowledge of Wealth Management, industry, and markets
+ Possess excellent people management, coaching, and stakeholder management experience
+ Requires strong process management knowledge and understanding of the business and operational function areas supported
+ Possess excellent decision making skills
+ Effectively able to handle critical and/or high-risk issues
**Education Requirements** :
+ Post-secondary/university degree
+ Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed with the Canadian Investment Regulatory Organization (CIRO) within 6 months.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Burlington, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
TD Wealth
**Pay Details:**
$65,600 - $98,400 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
Private Wealth Management, Private Investment Advice provides high-net worth clients with holistic discovery and planning towards customized advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, they bring a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. Team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of TD Wealth Services, including Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory and Insurance Services.
The Sales & Support Leadership family consists of roles that are managing wealth sales and support professionals in delivering exceptional service to our clients. They are accountable for owning the Private Wealth Management vision, culture and strategy in the field, exceeding client experience expectations, managing productive local TD Partner and community relationships, while ensuring an inclusive and diverse environment within each branch/center.
The Manager Client Service - Investment Management (MCS) is responsible for leading a team of highly skilled support staff with diverse capabilities conducting day-to-day operations of a fast-paced branch ensuring a positive working environment, change management, consistent process improvements, and adherence to ever-changing regulatory and control requirements.
**Accountabilities:**
+ Supervise and manage day-to-day operations of the Branch
+ Coach and develop employees to proactively identify client product and services needs and deliver on the business sales, advice strategies and individual goals
+ Lead the recruitment and selection process for all support staff hires to ensure a highly diverse, qualified workforce to achieve business objectives
+ Assist with training new branch support staff and coordinate ongoing training initiatives for existing branch staff
+ Promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectives
+ Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
+ Actively participate and contribute in national MCS Conference Calls, National and Regional Calls, providing input and feedback as required
+ Contribute to operational improvements and coordinate the implementation of new policies & procedures intended to improve the quality of the client experience
+ Remain abreast of client feedback on service quality and coach the team towards preventing issues and improving the client experience
+ Provide leadership for all national and branch projects and initiatives
+ Lead change management initiatives, together with Branch Management, to ensure implementation is smooth and adoption is early
+ Assistthe supportteam with day to day problem resolution and escalation requests
+ Ensure employees are knowledgeable and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
**Skills Required:**
+ 7+ years of related people manager experience
+ Deep knowledge of Wealth Management, industry, and markets
+ Possess excellent people management, coaching, and stakeholder management experience
+ Requires strong process management knowledge and understanding of the business and operational function areas supported
+ Possess excellent decision making skills
+ Effectively able to handle critical and/or high-risk issues
**Education Requirements** :
+ Post-secondary/university degree
+ Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed with the Canadian Investment Regulatory Organization (CIRO) within 6 months.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
This advertiser has chosen not to accept applicants from your region.
0
Client Services Manager
Winnipeg, Manitoba
Parsons Corporation
Posted 2 days ago
Job Viewed
Job Description
In a world of possibilities, pursue one with endless opportunities. Imagine Next!
At Parsons, you can imagine a career where you thrive, work with exceptional people, and be yourself. Guided by our leadership vision of valuing people, embracing agility, and fostering growth, we cultivate an innovative culture that empowers you to achieve your full potential. Unleash your talent and redefine what's possible.
**Job Description:**
**Job Description:**
Parsons is seeking a motivated and client-focused **Client Services Manager** to join our Infrastructure team in Manitoba. In this role, you will be responsible for managing and strengthening relationships with key clients, ensuring their needs are met, and driving the success of infrastructure projects across the region. As the primary liaison between clients and internal teams, you will oversee service delivery, resolve challenges, and identify opportunities to enhance client satisfaction and project outcomes. This position offers the opportunity to work on impactful projects that shape the future of Manitoba's infrastructure.
**What You'll Be Doing:**
+ Serve as the main point of contact for clients, ensuring clear communication and alignment of project goals.
+ Collaborate with internal teams to deliver tailored solutions that meet client needs and exceed expectations.
+ Monitor client accounts, analyze feedback, and proactively address concerns to maintain strong relationships.
+ Develop strategies to improve client retention, satisfaction, and overall service delivery.
+ Identify opportunities for business growth and work with leadership to expand Parsons' presence in Manitoba's infrastructure sector.
+ Ensure projects are delivered on time, within scope, and in alignment with Parsons' high standards of quality and professionalism.
**What Required Skills You'll Bring:**
+ Demonstrated ability to make strategic decisions, influence outcomes, and proactively identify client needs to strengthen relationships and uncover growth opportunities.
+ Solid understanding of project management principles and methodologies, with prior experience managing complex infrastructure projects.
+ Knowledge of industry practices, regulations, and the design process for infrastructure projects.
+ Proven ability to manage interdisciplinary teams, mentor professionals, foster collaboration, and navigate change management effectively to drive team success and project outcomes.
+ Strong written and verbal communication abilities, including preparing reports, presentations, and correspondence, as well as engaging in public meetings and negotiations to support client and stakeholder collaboration.
+ Skilled in managing disputes professionally and constructively, ensuring positive outcomes while maintaining strong client and team relationships.
+ Exceptional ability to manage multiple tasks and priorities efficiently, with a focus on delivering high-quality results that align with organizational goals.
+ Experience working with Indigenous communities, demonstrating cultural sensitivity, collaboration, and the ability to build meaningful partnerships.
**What Desired Skills You'll Bring**
+ Experience working with Indigenous communities, demonstrating cultural sensitivity, collaboration, and the ability to build meaningful partnerships.
**Education and Typical Experience:**
+ CAPM/PMP certification or eligibility to obtain within 6 months.
+ 5+ years of related work experience.
+ A broad general technical and business background.
This position is part of our Critical Infrastructure team.
For more than 80 years, our experts have designed and delivered the critical infrastructure that connects and protects communities around the world. We work in collaborative teams, both within the company and with our partners and customers, to plan, design, build, and modernize infrastructure. We take special pride in projects and solutions that improve communities as well as people's quality of life by promoting economic growth, enhancing mobility, and increasing sustainability and resiliency. Powered by our people, we provide the imagination necessary to support our customers' visions-and to help them see what's next!
We value our employees and want our employees to take care of their overall wellbeing, which is why we offer best-in-class benefits such as health, vision, dental, employer paid provincial care premiums, Defined Contribution Pension Plan (DCPP), Tax-Free Savings Account (TFSA), Registered Retirement Savings Plan (RRSP), life insurance, paid time off, sick leave, all province observed holidays off, and gym membership discounts to fit your busy lifestyle!
Parsons is an equal opportunity employer committed to diversity, equity, inclusion, and accessibility in the workplace. Parsons equally employs representation at all job levels for indigenous peoples, women, individuals with disabilities, and visible minorities.
We truly invest and care about our employee's wellbeing and provide endless growth opportunities as the sky is the limit, so aim for the stars! Imagine next and join the Parsons quest-APPLY TODAY!
Parsons is aware of fraudulent recruitment practices. To learn more about recruitment fraud and how to report it, please refer to .
About Us
Parsons is a digitally enabled solutions provider focused on the defense, security, and infrastructure markets. With nearly 75 years of experience, Parsons is uniquely qualified to deliver cyber/converged security, technology-based intellectual property, and other innovative services to federal, regional, and local government agencies, as well as to private industrial customers worldwide.
Parsons is an equal opportunity, drug-free employer committed to diversity in the workplace. Minority/Female/Disabled/Protected Veteran/LGBTQ+.
For more about Parsons, visit parsons.com and follow us on Facebook, Twitter, LinkedIn, and YouTube.
At Parsons, you can imagine a career where you thrive, work with exceptional people, and be yourself. Guided by our leadership vision of valuing people, embracing agility, and fostering growth, we cultivate an innovative culture that empowers you to achieve your full potential. Unleash your talent and redefine what's possible.
**Job Description:**
**Job Description:**
Parsons is seeking a motivated and client-focused **Client Services Manager** to join our Infrastructure team in Manitoba. In this role, you will be responsible for managing and strengthening relationships with key clients, ensuring their needs are met, and driving the success of infrastructure projects across the region. As the primary liaison between clients and internal teams, you will oversee service delivery, resolve challenges, and identify opportunities to enhance client satisfaction and project outcomes. This position offers the opportunity to work on impactful projects that shape the future of Manitoba's infrastructure.
**What You'll Be Doing:**
+ Serve as the main point of contact for clients, ensuring clear communication and alignment of project goals.
+ Collaborate with internal teams to deliver tailored solutions that meet client needs and exceed expectations.
+ Monitor client accounts, analyze feedback, and proactively address concerns to maintain strong relationships.
+ Develop strategies to improve client retention, satisfaction, and overall service delivery.
+ Identify opportunities for business growth and work with leadership to expand Parsons' presence in Manitoba's infrastructure sector.
+ Ensure projects are delivered on time, within scope, and in alignment with Parsons' high standards of quality and professionalism.
**What Required Skills You'll Bring:**
+ Demonstrated ability to make strategic decisions, influence outcomes, and proactively identify client needs to strengthen relationships and uncover growth opportunities.
+ Solid understanding of project management principles and methodologies, with prior experience managing complex infrastructure projects.
+ Knowledge of industry practices, regulations, and the design process for infrastructure projects.
+ Proven ability to manage interdisciplinary teams, mentor professionals, foster collaboration, and navigate change management effectively to drive team success and project outcomes.
+ Strong written and verbal communication abilities, including preparing reports, presentations, and correspondence, as well as engaging in public meetings and negotiations to support client and stakeholder collaboration.
+ Skilled in managing disputes professionally and constructively, ensuring positive outcomes while maintaining strong client and team relationships.
+ Exceptional ability to manage multiple tasks and priorities efficiently, with a focus on delivering high-quality results that align with organizational goals.
+ Experience working with Indigenous communities, demonstrating cultural sensitivity, collaboration, and the ability to build meaningful partnerships.
**What Desired Skills You'll Bring**
+ Experience working with Indigenous communities, demonstrating cultural sensitivity, collaboration, and the ability to build meaningful partnerships.
**Education and Typical Experience:**
+ CAPM/PMP certification or eligibility to obtain within 6 months.
+ 5+ years of related work experience.
+ A broad general technical and business background.
This position is part of our Critical Infrastructure team.
For more than 80 years, our experts have designed and delivered the critical infrastructure that connects and protects communities around the world. We work in collaborative teams, both within the company and with our partners and customers, to plan, design, build, and modernize infrastructure. We take special pride in projects and solutions that improve communities as well as people's quality of life by promoting economic growth, enhancing mobility, and increasing sustainability and resiliency. Powered by our people, we provide the imagination necessary to support our customers' visions-and to help them see what's next!
We value our employees and want our employees to take care of their overall wellbeing, which is why we offer best-in-class benefits such as health, vision, dental, employer paid provincial care premiums, Defined Contribution Pension Plan (DCPP), Tax-Free Savings Account (TFSA), Registered Retirement Savings Plan (RRSP), life insurance, paid time off, sick leave, all province observed holidays off, and gym membership discounts to fit your busy lifestyle!
Parsons is an equal opportunity employer committed to diversity, equity, inclusion, and accessibility in the workplace. Parsons equally employs representation at all job levels for indigenous peoples, women, individuals with disabilities, and visible minorities.
We truly invest and care about our employee's wellbeing and provide endless growth opportunities as the sky is the limit, so aim for the stars! Imagine next and join the Parsons quest-APPLY TODAY!
Parsons is aware of fraudulent recruitment practices. To learn more about recruitment fraud and how to report it, please refer to .
About Us
Parsons is a digitally enabled solutions provider focused on the defense, security, and infrastructure markets. With nearly 75 years of experience, Parsons is uniquely qualified to deliver cyber/converged security, technology-based intellectual property, and other innovative services to federal, regional, and local government agencies, as well as to private industrial customers worldwide.
Parsons is an equal opportunity, drug-free employer committed to diversity in the workplace. Minority/Female/Disabled/Protected Veteran/LGBTQ+.
For more about Parsons, visit parsons.com and follow us on Facebook, Twitter, LinkedIn, and YouTube.
This advertiser has chosen not to accept applicants from your region.
1
Client Services Manager
Acosta Group
Posted 8 days ago
Job Viewed
Job Description
**DESCRIPTION**
The Client Service Manager will be responsible for all aspects of day to day client management and operations while growing the client relationship and driving sales. Focusing on:
* Revenue growth
* Margin delivery
* Client satisfaction and retention
* Quality execution of programs
* Expanding services /solutions utilized by client
* Delivery of program specific training to District Managers and National Field Execution team
* Development of field tools to collect meaningful field information for our clients
* Analysis of impact of programs
**RESPONSIBILITIES**
+ Drive revenue growth with existing client and secure new opportunities - focus on increasing sales and growing margin by maximizing all revenue opportunities.
+ Identify and drive key initiatives that deliver mutually beneficial results for Mosaic and our clients.
+ Respond to and resolve issues in a timely way, balancing customer satisfaction, quality, and relevance.
+ Outline data reporting requirements, analyze business results, report on key insights.
+ Partner with the Mosaic field and internal operations leaders to develop the client strategic plan and communicate as necessary to accomplish client objectives.
+ Participate in or lead new business development activities as required.
+ Manage program communication to field management team and merchandisers.
+ Monitor and communicate to stakeholders any new product introductions, merchandising changes, training initiatives and special event needs from the client to the field team.
+ Seek out and share best practices.
+ Other duties as assigned
**Experience Requirement:**
1. Five or more years of account management or operation/management experience in a retail merchandising environment OR any similar combination of education & experience.
2. Excellent relationship building skills; proven success in relationship building and management.
3. Interact with all key client contacts to understand expectations, upcoming initiatives/product launches, and in-store execution needs.
4. Outstanding organizational skills, attention to detail, and prioritization of tasks.
5. Experience developing, tracking, and monitoring cross-functional processes (Requiring a proficiency in Excel).
6. Experience in anticipating client needs and developing solutions.
7. Experience in the general retail landscape.
8. Experience in executing resets within multiple channels is ideal (drug, mass, or grocery)
**QUALIFICATIONS**
Knowledge, Skill and Ability Requirements:
1.Ability to build relationships with all key stakeholders (e.g. Merchandising, Operations, HR, Finance, etc.)
2.Knowledge and ability to work with the finance contact to ensure all invoicing is accurate and timely.
3.Ability to produce quality field execution.
4.Ability to regularly connect with our clients and participate in quarterly business reviews and business planning meetings, as applicable.
5.Ability to manage client expectations and help to make all plans operational at the store level.
6.Great analytical skills - strong attention to detail.
7.Proficiency in Excel required.
8.Strong verbal communication and presentation skills.
9.Ability to drive for results.
10.Persuasive selling and ability to influence skills.
11.Assertive, creative team player.
12.Sense of urgency required.
**ABOUT US**
Mosaic is a part of Acosta Group - a collective of the industry's most trusted retail, marketing and foodservice agencies reimagining the way people connect with brands at every point in their shopping journey.
As a leading North American integrated marketing agency, Mosaic specializes in everything from experiential marketing, commerce + retail media and field marketing, to design and production. With a 35+ year history, Mosaic has office hubs in Chicago, Dallas, and Toronto and full reach across North America.
We focus on creating brand experiences that connect brands with consumers in creative and relevant ways. Mosaic's ultimate mission is to propel our client's business, culture, and communities forward to make the human experience better. We are diverse, yet like-minded individuals, and we believe in taking risks and creating shared experiences, not just for our clients, but for each other. Every associate is given the keys to charter new ground as they collectively live in the moment of building memorable experiences together.
Acosta Group is an equal opportunity employer and will ensure that applicants with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed, please contact Be sure to include "Applicant Accommodation" in the subject of your email to expedite the request.
Acosta Group believes in good faith that the minimum and maximum annual salary or hourly compensation range for this opportunity is accurate and reasonable at the time of posting.
The Acosta Group utilizes E-Verify for validating the ability to work in the United States for all job candidates. If you want more information on what this entails and your rights as a job applicant, please use the link provided to access information on our use of E-Verify and your right to work. Employer Resources (e-verify.gov)
By applying, you agree to our Privacy Policy and Terms and Conditions of Use.
**#DiscoverYourPath**
Acosta, and its subsidiaries, is an Equal Opportunity Employer
**Job Category:** Marketing
**Position Type:** Full time
**Business Unit:** Sales
**Salary Range:** $65,000.00 - $78,000.00
**Company:** Mosaic Sales Solutions Canada Operating Co
**Req ID:** 12883
**Employer Description:** MOSAIC_EMP_DESC
The Client Service Manager will be responsible for all aspects of day to day client management and operations while growing the client relationship and driving sales. Focusing on:
* Revenue growth
* Margin delivery
* Client satisfaction and retention
* Quality execution of programs
* Expanding services /solutions utilized by client
* Delivery of program specific training to District Managers and National Field Execution team
* Development of field tools to collect meaningful field information for our clients
* Analysis of impact of programs
**RESPONSIBILITIES**
+ Drive revenue growth with existing client and secure new opportunities - focus on increasing sales and growing margin by maximizing all revenue opportunities.
+ Identify and drive key initiatives that deliver mutually beneficial results for Mosaic and our clients.
+ Respond to and resolve issues in a timely way, balancing customer satisfaction, quality, and relevance.
+ Outline data reporting requirements, analyze business results, report on key insights.
+ Partner with the Mosaic field and internal operations leaders to develop the client strategic plan and communicate as necessary to accomplish client objectives.
+ Participate in or lead new business development activities as required.
+ Manage program communication to field management team and merchandisers.
+ Monitor and communicate to stakeholders any new product introductions, merchandising changes, training initiatives and special event needs from the client to the field team.
+ Seek out and share best practices.
+ Other duties as assigned
**Experience Requirement:**
1. Five or more years of account management or operation/management experience in a retail merchandising environment OR any similar combination of education & experience.
2. Excellent relationship building skills; proven success in relationship building and management.
3. Interact with all key client contacts to understand expectations, upcoming initiatives/product launches, and in-store execution needs.
4. Outstanding organizational skills, attention to detail, and prioritization of tasks.
5. Experience developing, tracking, and monitoring cross-functional processes (Requiring a proficiency in Excel).
6. Experience in anticipating client needs and developing solutions.
7. Experience in the general retail landscape.
8. Experience in executing resets within multiple channels is ideal (drug, mass, or grocery)
**QUALIFICATIONS**
Knowledge, Skill and Ability Requirements:
1.Ability to build relationships with all key stakeholders (e.g. Merchandising, Operations, HR, Finance, etc.)
2.Knowledge and ability to work with the finance contact to ensure all invoicing is accurate and timely.
3.Ability to produce quality field execution.
4.Ability to regularly connect with our clients and participate in quarterly business reviews and business planning meetings, as applicable.
5.Ability to manage client expectations and help to make all plans operational at the store level.
6.Great analytical skills - strong attention to detail.
7.Proficiency in Excel required.
8.Strong verbal communication and presentation skills.
9.Ability to drive for results.
10.Persuasive selling and ability to influence skills.
11.Assertive, creative team player.
12.Sense of urgency required.
**ABOUT US**
Mosaic is a part of Acosta Group - a collective of the industry's most trusted retail, marketing and foodservice agencies reimagining the way people connect with brands at every point in their shopping journey.
As a leading North American integrated marketing agency, Mosaic specializes in everything from experiential marketing, commerce + retail media and field marketing, to design and production. With a 35+ year history, Mosaic has office hubs in Chicago, Dallas, and Toronto and full reach across North America.
We focus on creating brand experiences that connect brands with consumers in creative and relevant ways. Mosaic's ultimate mission is to propel our client's business, culture, and communities forward to make the human experience better. We are diverse, yet like-minded individuals, and we believe in taking risks and creating shared experiences, not just for our clients, but for each other. Every associate is given the keys to charter new ground as they collectively live in the moment of building memorable experiences together.
Acosta Group is an equal opportunity employer and will ensure that applicants with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed, please contact Be sure to include "Applicant Accommodation" in the subject of your email to expedite the request.
Acosta Group believes in good faith that the minimum and maximum annual salary or hourly compensation range for this opportunity is accurate and reasonable at the time of posting.
The Acosta Group utilizes E-Verify for validating the ability to work in the United States for all job candidates. If you want more information on what this entails and your rights as a job applicant, please use the link provided to access information on our use of E-Verify and your right to work. Employer Resources (e-verify.gov)
By applying, you agree to our Privacy Policy and Terms and Conditions of Use.
**#DiscoverYourPath**
Acosta, and its subsidiaries, is an Equal Opportunity Employer
**Job Category:** Marketing
**Position Type:** Full time
**Business Unit:** Sales
**Salary Range:** $65,000.00 - $78,000.00
**Company:** Mosaic Sales Solutions Canada Operating Co
**Req ID:** 12883
**Employer Description:** MOSAIC_EMP_DESC
This advertiser has chosen not to accept applicants from your region.
2
Client Services Coordinator
Mississauga, Ontario
Spectrum Health Care
Posted today
Job Viewed
Job Description
Job Description
Additional Information
Job Description
Company Description
Your happiness and well-being are top priorities at Spectrum! We offer the most competitive wages, RRSP matching, benefits, paid sick days, and more!
We are hiring full time permanent Client Services Coordinators to work at our Mississauga office. These coordination pros keep nurses, PSWs, clients, and community partners connected while solving problems, managing schedules, and handling all the behind-the-scenes magic!
Full time day shifts are available: (approx. 7:00 am - 3:00 pm and/or 8:00 am - 4:00 pm).
By joining Spectrum Health Care you will be part of one of Canada’s Best Managed companies and a committed member of a team of highly skilled healthcare professionals.
Job Description- Works collaboratively with community PSW and Nurses, and assists with the scheduling and coordination of PSW and Nurse services
- Liaises with clients, staff, and community partners
- Acts as a problem solver for clients and responds to inquiries from HCCSS and employees
- Reports client and staff concerns to Home Support Supervisor
- Liaises with the HCCSS representatives regarding client care
- Collects and entrees all pertinent client data into the computer system
- Provides lists, schedules, and performs other administrative duties to support the personal support worker and Nurse program
- Minimum 2 years office experience with high school diploma or equivalent
- Excellent customer service and communication skills in English (additional languages an asset)
- Proficiency in Microsoft Office and ability to learn new software quickly
- Experience in healthcare industry preferred but not required
- This is a fully in office role
#peel_Coord
Additional Information
Spectrum Health Care is thrilled to be named one of Canada’s Best Managed Companies. This award recognizes top companies across Canada for overall performance, sustained growth, strategy, capabilities and innovation, culture and commitment, and leadership. Click here to learn more about this esteemed honour.
We thank all applicants, however, only those individuals selected for interviews will be contacted.
In accordance with the Accessibility for Ontarians with Disabilities Act 2005, upon request, support will be provided for accommodations throughout the recruitment process.
If you require accommodation because of disability through the recruitment process, please contact Human Resources at ( ) for assistance.
Spectrum Health Care is committed to fostering, cultivating and building a culture of diversity, equity and inclusion within our organization. We strive to attract, engage and develop a workforce that reflects the diverse communities that we serve and we know a diverse workforce is key to the growth and success of our organization.
This advertiser has chosen not to accept applicants from your region.
3
Client Services Lead
Surrey, British Columbia
Targeted Talent
Posted today
Job Viewed
Job Description
Job Description
Job Description
Job Summary:
The Client Services Lead will oversee and assist customer success employees in the performance of their job duties such as responding to customer inquiries and resolving issues or complaints.
Duties/Responsibilities:- Help build the infrastructure and standard operating procedures for the department
- Help create company guidelines particularly related to quality of service
- Manage the department and ensure the team complies with company guidelines particularly related to quality of service.
- Prepare knowledge-based documents such as summaries and responses to frequently asked questions.
- Hire entry-level customer success employees.
- Train new employees in the company's customer service policies, procedures, and best practices.
- Organize and oversee the schedules and work of the department.
- Conduct performance evaluations that are timely and constructive.
- Handle discipline and termination of employees as needed and in accordance with company policy.
- Monitor or review calls or other correspondence between representatives and customers.
- Ensure that representatives are informed about changes to company products and services.
- Collect data and prepares reports on customer complaints and inquiries.
- Prepare monthly reports summarizing the assigned customer success teams performance.
- Assist with budget preparation for the Customer Success department.
- Perform other related duties as assigned.
- Bachelor's degree in business, technology or similar
- At least five years of customer success experience required.
- At least two years of experience in a supervisory role preferred.
- At least two years of experience in customer service or customer success in the manufacturing industry
- Excellent communication and presentation skills
- Must be personable and enjoy working with people in an entirely customer-facing role
- Knowledge of project management/delivery methods and tools
- Organized, detail-oriented, and able to support many clients at once. Ability to deal with ambiguity and structure the unstructured
- Demonstrated ability to work both collaboratively as part of a team and independently with minimal supervision
- Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues
- Work logically to diagnose and resolve basic to intermediate issues and recognize circumstances that require escalation
- Comfortable using and learning software, including MS Office (Excel), multiple internet browsers, ticketing/tracking systems
- Experience in the Food & Beverage or Consumer Packaged Goods domain preferred
- Experience with Salesforce (or other CRM) desired
- Ability to travel (job requires up to 30% travel)
- Comfortable working as needed in a remote environment with video-conferencing tools
- Excellent management and supervisory skills.
- Excellent verbal and written communication skills.
- Extensive knowledge of customer service procedures and principles.
- Organized with attention to detail.
- Ability to resolve customer complaints and issues while maintaining a professional and calm demeanour.
- Ability to coach and mentor customer success representatives.
This advertiser has chosen not to accept applicants from your region.
4
Client Services Associate
Toronto, Ontario
CI Financial Corp.
Posted today
Job Viewed
Job Description
Job Description
Job Description
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
As a Client Service Associate at CI Financial, you will be instrumental in collaborating with internal and external stakeholders to provide top-notch client support to our Financial Advisors. In this role, the successful candidate will work to gather information and create solutions in order to provide excellent support to our advisors. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively.
We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is a client-facing role that requires a heightened level of experience working within the financial services industry. After your initial training period, you will service a set group of advisors allowing you to get to know them and their business. You will also be part of a team so that you are working with a consistent group of team members which will empower you to collaborate to provide amazing service.
WHAT YOU WILL DO
- Collaborate within a team approach to support Advisors in process-related matters and handle complex inquiries.
- Directly engage with operations and back office team members to process documentation and troubleshoot operational and account issues.
- Work closely with colleagues across the organization to facilitate daily activities, ensuring seamless operations.
- Process financial transactions related to Dealer activity, ensuring precision and compliance.
- Raise and track client and operational issues, promptly escalating matters as required.
- Apply creative and out-of-the-box thinking when dealing with unique inquiries.
WHAT YOU WILL BRING
- 1-3 years’ experience providing client service in the investment, banking or related industries – focus on very strong client service skills
- Industry related academic experience (ex. CSC, CPH) or an evidenced commitment towards further education
- Strong MS Office skills (Outlook, Word and Excel)
- Team Player with friendly personality and strong communication skills
- Proven ability to manage high volumes with a positive and professional attitude
- Calm approach to a dynamic and fast-paced environment.
- Demonstrated collaborative approach to problem-solving.
- Strong communication skills.
- Proven ability to manage high volumes with a positive and professional attitude.
- Friendly and service-oriented personality.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Share Purchase Program (ESPP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Fitness membership discounts
- Paid Volunteer Days
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.
This advertiser has chosen not to accept applicants from your region.
5
Client Services Lead
Coquitlam, British Columbia
Targeted Talent
Posted today
Job Viewed
Job Description
Job Description
Job Description
Job Summary:
The Client Services Lead will oversee and assist customer success employees in the performance of their job duties such as responding to customer inquiries and resolving issues or complaints.
Duties/Responsibilities:- Help build the infrastructure and standard operating procedures for the department
- Help create company guidelines particularly related to quality of service
- Manage the department and ensure the team complies with company guidelines particularly related to quality of service.
- Prepare knowledge-based documents such as summaries and responses to frequently asked questions.
- Hire entry-level customer success employees.
- Train new employees in the company's customer service policies, procedures, and best practices.
- Organize and oversee the schedules and work of the department.
- Conduct performance evaluations that are timely and constructive.
- Handle discipline and termination of employees as needed and in accordance with company policy.
- Monitor or review calls or other correspondence between representatives and customers.
- Ensure that representatives are informed about changes to company products and services.
- Collect data and prepares reports on customer complaints and inquiries.
- Prepare monthly reports summarizing the assigned customer success teams performance.
- Assist with budget preparation for the Customer Success department.
- Perform other related duties as assigned.
- Bachelor's degree in business, technology or similar
- At least five years of customer success experience required.
- At least two years of experience in a supervisory role preferred.
- At least two years of experience in customer service or customer success in the manufacturing industry
- Excellent communication and presentation skills
- Must be personable and enjoy working with people in an entirely customer-facing role
- Knowledge of project management/delivery methods and tools
- Organized, detail-oriented, and able to support many clients at once. Ability to deal with ambiguity and structure the unstructured
- Demonstrated ability to work both collaboratively as part of a team and independently with minimal supervision
- Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues
- Work logically to diagnose and resolve basic to intermediate issues and recognize circumstances that require escalation
- Comfortable using and learning software, including MS Office (Excel), multiple internet browsers, ticketing/tracking systems
- Experience in the Food & Beverage or Consumer Packaged Goods domain preferred
- Experience with Salesforce (or other CRM) desired
- Ability to travel (job requires up to 30% travel)
- Comfortable working as needed in a remote environment with video-conferencing tools
- Excellent management and supervisory skills.
- Excellent verbal and written communication skills.
- Extensive knowledge of customer service procedures and principles.
- Organized with attention to detail.
- Ability to resolve customer complaints and issues while maintaining a professional and calm demeanour.
- Ability to coach and mentor customer success representatives.
This advertiser has chosen not to accept applicants from your region.
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6
Client Services Lead
New Westminster, British Columbia
Targeted Talent
Posted today
Job Viewed
Job Description
Job Description
Job Description
Job Summary:
The Client Services Lead will oversee and assist customer success employees in the performance of their job duties such as responding to customer inquiries and resolving issues or complaints.
Duties/Responsibilities:- Help build the infrastructure and standard operating procedures for the department
- Help create company guidelines particularly related to quality of service
- Manage the department and ensure the team complies with company guidelines particularly related to quality of service.
- Prepare knowledge-based documents such as summaries and responses to frequently asked questions.
- Hire entry-level customer success employees.
- Train new employees in the company's customer service policies, procedures, and best practices.
- Organize and oversee the schedules and work of the department.
- Conduct performance evaluations that are timely and constructive.
- Handle discipline and termination of employees as needed and in accordance with company policy.
- Monitor or review calls or other correspondence between representatives and customers.
- Ensure that representatives are informed about changes to company products and services.
- Collect data and prepares reports on customer complaints and inquiries.
- Prepare monthly reports summarizing the assigned customer success teams performance.
- Assist with budget preparation for the Customer Success department.
- Perform other related duties as assigned.
- Bachelor's degree in business, technology or similar
- At least five years of customer success experience required.
- At least two years of experience in a supervisory role preferred.
- At least two years of experience in customer service or customer success in the manufacturing industry
- Excellent communication and presentation skills
- Must be personable and enjoy working with people in an entirely customer-facing role
- Knowledge of project management/delivery methods and tools
- Organized, detail-oriented, and able to support many clients at once. Ability to deal with ambiguity and structure the unstructured
- Demonstrated ability to work both collaboratively as part of a team and independently with minimal supervision
- Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues
- Work logically to diagnose and resolve basic to intermediate issues and recognize circumstances that require escalation
- Comfortable using and learning software, including MS Office (Excel), multiple internet browsers, ticketing/tracking systems
- Experience in the Food & Beverage or Consumer Packaged Goods domain preferred
- Experience with Salesforce (or other CRM) desired
- Ability to travel (job requires up to 30% travel)
- Comfortable working as needed in a remote environment with video-conferencing tools
- Excellent management and supervisory skills.
- Excellent verbal and written communication skills.
- Extensive knowledge of customer service procedures and principles.
- Organized with attention to detail.
- Ability to resolve customer complaints and issues while maintaining a professional and calm demeanour.
- Ability to coach and mentor customer success representatives.
This advertiser has chosen not to accept applicants from your region.
7
Client Services Lead
Delta, British Columbia
Targeted Talent
Posted today
Job Viewed
Job Description
Job Description
Job Description
Job Summary:
The Client Services Lead will oversee and assist customer success employees in the performance of their job duties such as responding to customer inquiries and resolving issues or complaints.
Duties/Responsibilities:- Help build the infrastructure and standard operating procedures for the department
- Help create company guidelines particularly related to quality of service
- Manage the department and ensure the team complies with company guidelines particularly related to quality of service.
- Prepare knowledge-based documents such as summaries and responses to frequently asked questions.
- Hire entry-level customer success employees.
- Train new employees in the company's customer service policies, procedures, and best practices.
- Organize and oversee the schedules and work of the department.
- Conduct performance evaluations that are timely and constructive.
- Handle discipline and termination of employees as needed and in accordance with company policy.
- Monitor or review calls or other correspondence between representatives and customers.
- Ensure that representatives are informed about changes to company products and services.
- Collect data and prepares reports on customer complaints and inquiries.
- Prepare monthly reports summarizing the assigned customer success teams performance.
- Assist with budget preparation for the Customer Success department.
- Perform other related duties as assigned.
- Bachelor's degree in business, technology or similar
- At least five years of customer success experience required.
- At least two years of experience in a supervisory role preferred.
- At least two years of experience in customer service or customer success in the manufacturing industry
- Excellent communication and presentation skills
- Must be personable and enjoy working with people in an entirely customer-facing role
- Knowledge of project management/delivery methods and tools
- Organized, detail-oriented, and able to support many clients at once. Ability to deal with ambiguity and structure the unstructured
- Demonstrated ability to work both collaboratively as part of a team and independently with minimal supervision
- Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues
- Work logically to diagnose and resolve basic to intermediate issues and recognize circumstances that require escalation
- Comfortable using and learning software, including MS Office (Excel), multiple internet browsers, ticketing/tracking systems
- Experience in the Food & Beverage or Consumer Packaged Goods domain preferred
- Experience with Salesforce (or other CRM) desired
- Ability to travel (job requires up to 30% travel)
- Comfortable working as needed in a remote environment with video-conferencing tools
- Excellent management and supervisory skills.
- Excellent verbal and written communication skills.
- Extensive knowledge of customer service procedures and principles.
- Organized with attention to detail.
- Ability to resolve customer complaints and issues while maintaining a professional and calm demeanour.
- Ability to coach and mentor customer success representatives.
This advertiser has chosen not to accept applicants from your region.
8
Client Services Lead
Richmond, British Columbia
Targeted Talent
Posted today
Job Viewed
Job Description
Job Description
Job Description
Job Summary:
The Client Services Lead will oversee and assist customer success employees in the performance of their job duties such as responding to customer inquiries and resolving issues or complaints.
Duties/Responsibilities:- Help build the infrastructure and standard operating procedures for the department
- Help create company guidelines particularly related to quality of service
- Manage the department and ensure the team complies with company guidelines particularly related to quality of service.
- Prepare knowledge-based documents such as summaries and responses to frequently asked questions.
- Hire entry-level customer success employees.
- Train new employees in the company's customer service policies, procedures, and best practices.
- Organize and oversee the schedules and work of the department.
- Conduct performance evaluations that are timely and constructive.
- Handle discipline and termination of employees as needed and in accordance with company policy.
- Monitor or review calls or other correspondence between representatives and customers.
- Ensure that representatives are informed about changes to company products and services.
- Collect data and prepares reports on customer complaints and inquiries.
- Prepare monthly reports summarizing the assigned customer success teams performance.
- Assist with budget preparation for the Customer Success department.
- Perform other related duties as assigned.
- Bachelor's degree in business, technology or similar
- At least five years of customer success experience required.
- At least two years of experience in a supervisory role preferred.
- At least two years of experience in customer service or customer success in the manufacturing industry
- Excellent communication and presentation skills
- Must be personable and enjoy working with people in an entirely customer-facing role
- Knowledge of project management/delivery methods and tools
- Organized, detail-oriented, and able to support many clients at once. Ability to deal with ambiguity and structure the unstructured
- Demonstrated ability to work both collaboratively as part of a team and independently with minimal supervision
- Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues
- Work logically to diagnose and resolve basic to intermediate issues and recognize circumstances that require escalation
- Comfortable using and learning software, including MS Office (Excel), multiple internet browsers, ticketing/tracking systems
- Experience in the Food & Beverage or Consumer Packaged Goods domain preferred
- Experience with Salesforce (or other CRM) desired
- Ability to travel (job requires up to 30% travel)
- Comfortable working as needed in a remote environment with video-conferencing tools
- Excellent management and supervisory skills.
- Excellent verbal and written communication skills.
- Extensive knowledge of customer service procedures and principles.
- Organized with attention to detail.
- Ability to resolve customer complaints and issues while maintaining a professional and calm demeanour.
- Ability to coach and mentor customer success representatives.
This advertiser has chosen not to accept applicants from your region.
9