38 Client Management jobs in Toronto

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.

Job Description

Job Description

Position Summary

The Client Services Manager is responsible for maintaining the client relationship for existing accounts. This role leads the development of account strategies by understanding the client's business and partnering with internal shared services to develop high-value market solutions to drive Archway’s value proposition for the purpose of revenue growth. The Client Services Manager must ensure strong executional delivery for day-to-day account management.

Key Results Area

· Execute defined tasks related to specific client requirements & ensure Client Services obligations & program specifications sold to the client are attained

· Ensure daily support needs are accounted for in the onboarding process. In addition, kick-off a 6-month post go-live effectiveness check of the rate card & SOW

· Manages weekly client status meetings

· Manage client health corrective actions with each department by coordinating discussions & communicating the plan of action in the weekly client health reporting

· Execute monthly financial assessments of each client, provide variance explanation to assigned FP&A

· Ensure all services are billed as defined by the SOW & rate card

· Facilitate Business Review content for clients by engaging Client Services Representative, Operations, Client Support & assigned Sales owner

· Identify new opportunities with clients and communicate effectively with the Sales team and the Line of Business leaders to drive additional profitable revenue growth

· Manage the workload between Client Services Manager & appropriately & ensure all Client Services Representatives understand their accountabilities & are actively executing their tasks to meet the Client Services expectations of the clients

· Work with direct report(s)through coaching and development, setting clear expectations, and recognizing and celebrating successes and behaviors

· All other duties as assigned

Skills & Qualifications

· Bachelor’s or advanced degree, preferably in business, or equivalent work experience

· Minimum 4-6 years successful major account management and/or sales experience

· Ability to develop, maintain, and deepen relationships with senior-level client contacts

· Track record of exceeding relationship management objectives

· Proven business acumen, judgment, and decision-making skills

· Ability to coach, mentor, and support the personal development of employees 

· Ability to prioritize and manage multiple tasks with sensitive deadlines and a changing environment

· Record of success as a self-starter who can work independently and in a team environment

· Strategic thinker with analytical aptitude and ability to manage detailed project requirements

· Proficient in the MS Office suite and able to learn new systems

· Aptitude for interpreting contracts and legal documents

· Ability to travel independently up to 20% or as may be required

This is a hybrid role, and the ideal candidate lives in the Toronto/Mississauga area.

Advatix®, Inc. is one of the world’s leading providers of e-commerce Supply Chain and Logistics Consulting Services and Solutions that enable its clients to transform their operations for speed, service, and cost of fulfillment and delivery of goods and services. We are committed to an inclusive workplace that does not discriminate against race, nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, or gender identity. We believe in diversity and encourage any qualified individual to apply. We are an EEOC Employer.  
 

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Job Description

Job Description

Company Description

Your happiness and well-being are top priorities at Spectrum!  We offer competitive wages, paid sick days, RRSP matching and more!

We are hiring a Client Services Manager   to support our Toronto branch. This role is for you if you're a people-powered problem solver who loves leading teams, streamlining schedules, and turning client care into a well-oiled, high-impact operation. This role is fully in our Toronto office location (Bloor/Yonge). 

At Spectrum Health Care our mission is re-imagining home care for clients and families to provide products and services they need, whenever care is required, delivered by the most qualified and compassionate staff.

Our people are the cornerstone of our business. 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

• Motivates, directs and coaches staff to ensure quality care to all clients.
• Reviews staffing assignments to ensure the delivery of quality care to all clients and overtime for field staff is managed
• Ensures effective resolution of customer complaints to increase satisfaction and maintain customer loyalty
• Oversees staffing and the preparation of monthly schedules for Client Service Coordinators
• Oversees the hiring, training and orientation for Client Service Coordinators
• Collects and shares key performance indicator (KPIs) results with the team and engages team to conduct continuous improvement activities
• Organizes & evaluate workflows for the coordination team. Identifies trends, process gaps, and variations as part of establishing a continuous quality improvement
• Communicates serious service quality issues to the Regional Director/Manager for intervention and resolution where appropriate
• Supports the Regional Director/Manager with projects and day to day operations as required

Qualifications

• Minimum 5 years experience in the health care industry with experience in home care
• Registered health care professional an asset
• Post-secondary education or equivalent work experience
• 2+ years’ people management experience
• Demonstrated commitment to the delivery of customer service excellence
• Ability to manage and improve core business processes
• Proficient in Microsoft Office applications including Word, Excel, and PowerPoint
• Strong computer skills (including ability to learn proprietary software and prepare reports in Excel) 

#TO_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.

Job Description

Job Description

Company Description

Your happiness and well-being are top priorities at Spectrum!  We offer competitive wages, paid sick days, RRSP matching and more!

We are hiring a Manager, Client Care Services   to support our new integrated care programs out of our Peel branch.  This position will work out of our Mississauga office.  

Reporting to the Regional Director, the Manager, Client Care Services  manages the Client Care Coordinators and oversees the coordination of patient schedules and ensures the overall efficiency of service delivery for government funded and private patient programs.  The Manager, Client Services  responds to difficult situations related to patient care and/or patient schedules, supports in addressing employee concerns, implements and manages scheduling processes including monitoring and reporting of key performance indicators such as missed care and referral acceptance,  and managing the day-to-day operations of the coordination  department.

At Spectrum Health Care our mission is re-imagining home care for clients and families to provide products and services they need, whenever care is required, delivered by the most qualified and compassionate staff.  

Our people are the cornerstone of our business. 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

• Motivates, directs and coaches staff to ensure quality care to all clients.
• Reviews staffing assignments to ensure the delivery of quality care to all clients and overtime for field staff is managed
• Ensures effective resolution of customer complaints to increase satisfaction and maintain customer loyalty
• Oversees staffing and the preparation of monthly schedules for Client Service Coordinators
• Oversees the hiring, training and orientation for Client Service Coordinators
• Attends and facilitates meetings as required both internal and external.
• Collects and shares key performance indicator (KPIs) results with the team and engages team to conduct continuous improvement activities
• Organizes & evaluate workflows for the coordination team. Identifies trends, process gaps, and variations as part of establishing a continuous quality improvement
• Communicates serious service quality issues to the Regional Director/Manager for intervention and resolution where appropriate
• Supports the Regional Director/Manager with projects and day to day operations as required

Qualifications

• Minimum 5 years experience in the health care industry with experience in home care
• Registered health care professional an asset
• Post-secondary education or equivalent work experience
• 2+ years’ people management experience
• Demonstrated commitment to the delivery of customer service excellence
• Ability to manage and improve core business processes
• Proficient in Microsoft Office applications including Word, Excel, and PowerPoint
• Strong computer skills (including ability to learn proprietary software and prepare reports in Excel) 

#Peel_Mngr

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.

The Bilingual Bank Client Services Administrator delivers customer service to internal and externals customers and processes financial and non-financial requests. The position may be responsible for ensuring customer satisfaction with company products and services through the timely and accurate processing of transactions as well as for identifying and facilitating correction of processing and related service delivery issues.
**Position Responsibilities:**
**Individual Responsibilities:**
+ Deliver timely service, address inquiries, and ensure transaction accuracy and policy compliance.
+ Analyze trends, define errors, and recommend workflow and system enhancements.
+ Work with teams to meet quality standards, assist in training new employees, and support management in resolving complex issues.
+ Support clients and business areas, process transactions, and resolve paperwork issues.
+ Develop product knowledge proactively and contribute to projects, audits, and company initiatives.
**Shared Responsibilities:**
+ Develop relationships with associates to understand the organization.
+ Engage with business associates to address daily customer inquiries.
+ Review and improve policies and procedures as needed.
+ Assist other departments during high volumes.
+ Actively support colleagues in resolving issues.
**Required Qualifications:**
+ Proficiency in Microsoft Word and Excel
+ Bachelor's Degree Preferred
+ 2-4 years previous industry or customer-centric service experience preferred
+ Ability to work independently in a fast-paced environment
+ Demonstrated passion for providing customer centric solutions
+ Knowledge of geography specific financial, securities, and tax regulations
**When you join our team:**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Referenced Salary Location**
Waterloo, Ontario
**Modalidades de Trabajo**
Híbrido
**Salary range is expected to be between**
$42,825.00 CAD - $71,375.00 CAD
Si se está postulando para este puesto fuera de la ubicación principal, póngase en contacto con para conocer el rango salarial de su ubicación. El salario real variará según las condiciones locales del mercado, la geografía y los factores relacionados con el trabajo pertinentes, como conocimiento, habilidades, calificaciones, experiencia y educación/capacitación. Los empleados también tienen la oportunidad de participar en programas de incentivos y obtener una compensación de incentivos vinculada al desempeño comercial e individual.
Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.

**Job Opportunity: Client Services Operations Analyst**
**Why Join Us?**
Are you a highly organized, detail-oriented professional looking to build your career in the financial services industry? As a **Client Services Operations Analyst** , you'll join a supportive and collaborative team environment where your accuracy, independence, and ability to meet deadlines will shine. This is a fantastic opportunity to gain valuable experience in corporate actions processing at one of Canada's top financial institutions-with potential for extension or permanent conversion based on business needs.
**What You'll Be Doing**
You'll support corporate actions processing, ensuring timely and accurate execution of event notifications, reconciliations, and reporting. You'll analyze information, track timelines, and help reduce risk to both clients and the business-all in a back-office, non-client-facing capacity.
**Your Responsibilities Will Include:**
+ Monitoring and reviewing daily corporate action notifications and circulars from vendors (e.g. DTC, CDS, TSE, Bloomberg)
+ Validating data using multiple sources and manually identifying systems holding share positions
+ Analyzing circulars for tax implications and escalating to the tax department where required
+ Tracking submissions, timelines, and documentation requirements for each event
+ Communicating with transfer agents and companies to confirm event details
+ Creating and maintaining corporate action files and updating internal systems and logbooks
+ Performing risk assessments on foreign currency exposure and shareholder eligibility
+ Supporting communication efforts including translations, web uploads, and client notifications
+ Collaborating with internal partners to ensure compliance, accuracy, and service level agreements are met
**Who We're Looking For**
You're a self-motivated, detail-oriented professional who can prioritize tasks in a deadline-driven environment. You work well independently but also thrive as part of a collaborative team.
**Must-Have Skills & Experience:**
+ Strong attention to detail and organizational skills
+ Ability to analyze complex data and meet tight deadlines
+ Comfortable working in a fast-paced, operations-focused environment
+ Strong written communication skills
+ Prior experience in corporate actions, financial services, or similar back-office functions is an asset
**What Makes This Role Great:**
+ Opportunity to gain valuable experience in a **top-tier financial institution**
+ Exposure to critical corporate actions and high-impact work
+ Potential for **extension** or **full-time employment** , based on performance and business needs
+ Work in a **non-client-facing role** with predictable weekday hours
**Sound Like You?**
If you're ready to contribute to a high-performing operations team, grow your career, and work in a structured yet dynamic environment-we'd love to hear from you.Top of Form
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As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here ( for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.
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Job Description

Job Description

Company Description

We are hiring part time Client Services Coordinators to work at our Downtown  Toronto, office to provide exemplary client service and support, in person and over the telephone to our internal and external customers/clients. Day (approx 8:00 am - 4:00 pm)  and evening (approx 3:00 pm - 12:00 am) shifts are required including weekends and statutory holidays. Scheduling may vary based on the needs of the business. 

Successful hires must be available for 6 weeks of training (Mon - Fri 8am - 4pm). 

Our people are the cornerstone of our business. 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.

At Spectrum Health Care our mission is re-imagining home care for clients and families to provide products and services they need, whenever care is required, delivered by the most qualified and compassionate staff.

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 LHIN and employees
• Reports client and staff concerns to Home Support Supervisor
• Liaises with OH representatives regarding client care. Collects and entrees all pertinent client data into the computer system
• Provides list, schedules, and performs other administrative duties to support the personal support worker and Nurse program

Qualifications

• Minimum of 2 years working in an office setting (healthcare setting preferred)
• High school diploma or equivalent
• Medical Office Admin Certificate/Diploma an asset 
• Medical terminology knowledge an asset but not required
• Ability to handle a high volume of calls while delivering exceptional customer service (healthcare industry experience an asset)
• Ability to multitask and prioritize
• Excellent English written and verbal communication skills (Additional language skills considered an asset) 
• Proficient in Word, Outlook and ability to learn proprietary software

Job Description

Job Description

Who we are:

Centah Inc. is a scaling Software as a Service (SaaS) company that is part of Financeit. We have become the leading experts in providing innovative and configurable solutions to home improvement retailers, trades, construction and facility management departments. Our world-class development team has created configurable Work Order Management software that helps our clients to maximize their service levels and increase sales leads.

Together we created a place where collaboration, inclusivity, fairness, and respect aren’t just ideas that get talked about, but are part of who we are. If such a workplace intrigues you, we hope you’ll join us.

About the role:

We’re a team focused on making our clients’ operations run smoothly and efficiently. If you enjoy helping people, take ownership naturally, and thrive on problem-solving as part of a collaborative team, this role could be a great fit. As a Client Services Coordinator, you’ll manage the back-end processes and systems that keep everything running seamlessly. You’ll be responsible for updating and configuring systems, ensuring all stakeholders have the information they need to complete their work. You’ll also play an active role in identifying and suggesting improvements to enhance overall operations.

What you'll do:

• Intake and manage service requests submitted by system users.
• Provide concierge administrative support.
• Execute onboarding activities and deliver training for the systems users.
• Develop business process documentation.
• Contribute to the department optimization and business process improvement initiatives.
• Assist with user account management activities (e.g., onboarding and offboarding of employees).
• Contribute to maintaining SLAs at 95%.
• Execute back-up Contact Centre Agent responsibilities, as required.

Requirements

• 2+ years of customer service experience, ideally in a technical environment involving multiple systems.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) or Google Workspace (Docs, Sheets, Slides).
• A proactive and persistent approach to challenges, with the drive to help the company achieve its goals.
• Ability to address issues with a sense of urgency and prioritize tasks effectively.
• Dedication to producing high-quality work that aligns with the organization's standards.
• Capacity for analytical thinking, sound judgment, and the ability to make decisions considering various levels of risk and complexity.
• A commitment to delivering exceptional service to both internal and external clients.
• Bilingual fluency in French and English is an asset.

Benefits

Winner of Canada’s Most Admired Corporate Cultures, twice. We offer more than just the basics, take advantage of:

• An award-winning culture with a collaborative & inclusive team.
• Competitive pay and performance-based bonus:
• Committed to flexible work arrangements, offering hybrid workplace options.
• Comprehensive medical, dental and vision coverage + Lifestyle Account.
• RRSP Matching and Parental Leave Top UP Program.
• In office massage, meditation & workout sessions.
• Virtual events such as Lunch & Learns, company parties, fun team activities and charity initiatives.
• Career learning and development programs.

Next Steps:

If what you just read excites you, we’d like to hear from you! Please submit your application and we’ll contact you if you become selected for a phone interview.

Financeit is an equal opportunity employer. Accommodation is available on request for candidates taking part in all aspects of the selection process.