3,719 Client Services jobs in Canada
Client Services Manager

Posted 10 days ago
Job Viewed
Job Description
When it comes to what you want in your career, if you can imagine it, you can do it at Parsons. Imagine a career working with intelligent, diverse people sharing a common quest. Imagine a workplace where you can be yourself. Where you can thrive. Where you can find your next, right now. We've got what you're looking for.
**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.
Client Services Manager

Posted 10 days ago
Job Viewed
Job Description
When it comes to what you want in your career, if you can imagine it, you can do it at Parsons. Imagine a career working with intelligent, diverse people sharing a common quest. Imagine a workplace where you can be yourself. Where you can thrive. Where you can find your next, right now. We've got what you're looking for.
**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.
Client Services Representative

Posted 10 days ago
Job Viewed
Job Description
**Job Number:** JO-
**Location (City, State):** Ontario, Canada
**Employee Group:** Regular
**Shift:** Day
**Travel:** 0%
**Site Name:** Mississauga, Canada
**Is Remote Eligible:** No
**Pay:** CA$60,300.00 - CA$102,500.00 per year
Share ( |Email this job
Client Service Representative
At Radial, our employees are the forefront of ecommerce, bringing beloved brands to consumers through our fulfillment and technology solutions. We are fueling the future of retail, which means you are, too. When you work for Radial, you join a global community of changemakers, where the work is critical, and the culture is fun. We depend on our workforce to overcome real-world challenges every day and encourage you to carve your own career path while shaping our future together. We currently have an exciting opening for a Client Service Representative.
Radial is the pre-eminent B2C eCommerce fulfillment solutions provider powering some of the world's best customer experiences, specializing in tailored, scalable eCommerce fulfillment solutions for mid-market and enterprise brands. Click Here to Learn More About Radial
Role Summary:
The Client Service Representative (CSR) will serve as a single point of contact for Radial clients. The CSR will serve as the single point of contact and manage day-to-day communications between assigned client groups and Radial for all fulfillment needs and will interact with clients and site leadership on a daily basis through email, phone calls, text messages, etc. as necessary.
Responsibilities:
+ Primary contact for customers related to all operational inquiries, reporting, KPI's, etc in support of the fulfillment Site Director.
+ Assisting customers in resolving all questions and issues.
+ Trouble resolution root cause both operational and systemic, with internal escalation & communication as required.
+ Making sound business decisions and resolving escalated customer issues in a professional manner.
+ Tracking, reporting and making suggestions regarding the current impact of policies and procedures on the customer experience. Communicate these points effectively to site leadership
+ Providing exceptional service by assisting customers via phone, email, chat, and text.
+ Processing requests in customer service, escalation, and other queues correctly and efficiently.
+ Managing projects with minimal supervision.
+ Following up on status of issues forwarded to other Radial personnel to ensure that client's/customer's concerns are addressed promptly. Solve issues through research (system, in the operation, collaborating with customer and leadership, etc) as much as possible
+ Assisting with floor support.
+ Maintaining a high level of customer knowledge (forecast, product, policies, procedures, promotions, etc).
+ May be required to complete other duties as assigned.
Qualifications:
+ Experience in a warehouse setting
+ Strong interpersonal and communication skills - within the company and with customers
+ Experience with Warehouse Management Systems (WMS); reporting and troubleshooting.
+ Knowledge of department processes and SOPs
+ Collaborative approach and excellent problem-solving ability
+ Strong attention to detail and ability to meet deadlines
+ Superior written and oral communication skills, coupled with technical acumen
+ High School diploma or equivalent.
+ Strong Microsoft Office Suite skills including Word, Excel, Outlook and Teams are required
+ Flexibility to work a non-traditional schedule on a year-round basis including extended hours
+ Must be able to hear and understand verbal instructions
+ Must possess capability to walk or stand for extended periods of time
+ Must be able to lift up to 50 pounds to push or pull carts of up to 100 pounds
+ Must be able to climb stairs, to bend, stoop, kneel and grasp products
Travel:
+ This position is not remote.
+ No travel will be required.
Benefits:
+ Opportunities to develop and explore career advancement
+ Competitive benefits package including supplemental medical, dental, vision, life insurance and disability
+ RRSP with company matching
+ Generous PTO, holiday, and vacation time
+ Employee assistance plans and more!
Radial is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any other group or class protected by applicable federal, state or local law.
Radial is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by emailing We will work to assist disabled job seekers whose disability prevents them from being able to apply online.
Want to join an organization with an inclusive work culture? No need to look any further. Apply now!
Click Here for All Open Jobs at Radial
Access this link to review our privacy notice: Radial, Inc. Privacy Notice for Candidates | Radial
Would you like to apply to this job?
Apply for the Client Services Representative position
Radial is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
Radial is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by emailing . We will work to assist disabled job seekers whose disability prevents them from being able to apply online.
Client Services Representative
Posted today
Job Viewed
Job Description
Job Description
Client Services Representative - Desjardins Agent Team Member
Location: Burlington, ON
Job Type: Full Time
Position Overview:
Are you self driven?, energetic passionate individual that is looking for a challenge? We are looking for a high energy, self motivated individual to join our team. Lets us help you lay the ground work to one day open your own office!
We've in business for over 24 years and we have serving our Burlington community since 1996.
Responsibilities:
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
- Work with the agent to establish and meet marketing goals.
Requirements:
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- Excellent interpersonal skills
- Excellent communication skills - written, verbal and listening
- Proactive in problem-solving
- Dedicated to customer service
- Ability to multi-task
- Ability to make presentations to potential customers
- Property & Casualty license (preferred/must be able to obtain)
- Within 6 months must be willing to obtain LLQP
Salary range: $42500 - $5000 / Year including base salary and commision.
These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.
Client Services Lead
Posted today
Job Viewed
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.
Client Services Lead
Posted today
Job Viewed
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.
Client Services Lead
Posted today
Job Viewed
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.
Be The First To Know
About the latest Client services Jobs in Canada !
Client Services Associate
Posted today
Job Viewed
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.
Client Services Manager
Posted today
Job Viewed
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.
Powered by JazzHR
DJqd3V81G5
Client Services Coordinator
Posted today
Job Viewed
Job Description
Job Description
ABOUT UNIVERUS:
Univerus is a global software company that unites industry-leading solutions on a single, intuitive platform. Headquartered in Port Moody, British Columbia, we serve over 3,500 clients across eight countries. Our mission is to simplify complex operations by providing scalable, user-friendly technology that empowers organizations in local government, utilities, education, manufacturing, recruitment, sport and recreation, and more.
At Univerus, we believe in the power of connection – between people, technology, and communities. Our team is passionate about delivering innovative solutions that help our customers achieve meaningful outcomes while building a workplace where employees can grow, thrive, and make an impact.
Learn more at univerus.com.
ABOUT UNIVERUS- BARAGAR SYSTEMS:
At Univerus - Baragar Systems, we support school districts in making data-driven decisions, and we're looking for someone who can take ownership of the essential task of keeping our clients informed, satisfied, and running smoothly, even when things don't go as planned. If you are skilled in managing client communications, handling emails and inquiries, coordinating events, and maintaining organization in a dynamic environment, apply today!
Learn more at baragar.com.
ROLE OVERVIEW:
As Client Services Coordinator for Univerus - Baragar Systems, you’ll be the main point of contact for our clients – coordinating support, training inquiries, account setups, and software access. You'll collaborate with internal teams to drive process improvements and enhance client engagement. You’ll organize client onboarding, schedule training sessions, and maintain CRM records, while ensuring smooth communication workflows and timely resolution of technical issues.
Additionally, you’ll ensure branding consistency in client communications, handle data-related inquiries, and distribute promotional materials. Your proactive approach will support client satisfaction and contribute to the overall success of our client services.
- Hours: 37.5 hours/week; Monday to Friday; 9am – 5pm
- Salary Range: $50,000 to $55,000 per year
- Location: Hybrid, based out of our Surrey, BC office. (This is not a fully remote role and will require on-site attendance throughout the training process and intermittently during the year).
- Anticipated Start Date: November 3, 2025
COVER LETTER MUST BE INCLUDED WITH APPLICATION
ORGANIZATIONAL RELATIONSHIP:
Primary Contact for: Clients regarding general support & training inquiries; software access requests; user account setup
Reports to: Manager of Sales & Client Success
Coordinates with: all internal teams to manage CRM records, client training, technical issues, improve client engagement, and support sales & marketing efforts.
KEY RESPONSIBILITIES:
- Email & Support Platform Management - Manage emails from general and support platforms, organize inbox structure, ensure timely follow-up and adequate coverage during absences.
- Client Training Coordination - Schedule and coordinate both virtual and in-person training sessions, secure venues, manage invitations and materials, and ensure necessary accommodations (tech, refreshments, software setup).
- Training Facilitation - Support virtual and in-person training events, assist clients during training, and ensure smooth execution. Track attendance and maintain training records for future planning.
- Client Engagement - Drive engagement through social media, surveys, and check-ins. Create and maintain email templates to ensure consistent branding and assist with preparing and shipping marketing materials.
- CRM Management - Maintain accurate client records, assist with CRM reporting, and contribute to ongoing CRM improvements.
- Phone Management - Serve as primary contact for incoming calls (low volume), oversee phone processes, and ensure adequate coverage during absences.
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:
- Client Relationship Management: Strong customer service skills, with the ability to build and maintain positive client relationships, address concerns, and communicate effectively.
- Communication & Interpersonal Skills: Excellent written and verbal communication (English), with the ability to manage multiple communication channels and liaise with internal teams and clients.
- CRM & Data Management: Proficient in CRM software to maintain client records, assist with reporting, track client interactions, and contribute to process improvements.
- Training & Event Coordination: Strong organizational skills to plan and support training sessions, manage logistics, and ensure smooth execution.
- Technical Proficiency: Knowledge of MS Office Applications (Word, Excel, PowerPoint, Outlook) and MS Teams/Office 365/Sharepoint for document management, communication, and collaboration.
- Time Management & Organization: Ability to manage multiple tasks, prioritize effectively, and ensure timely follow-ups across various projects.
- Problem-Solving & Process Improvement: Proactive in troubleshooting client issues and contributing to process improvements across teams.
- Collaboration & Teamwork: Ability to work cross-functionally with various teams and ensure alignment in client-related tasks.
- Adaptability & Flexibility: Comfort with a fast-paced environment, adapting to changing priorities and new tools or processes.
- Marketing & Promotional Support: Support marketing efforts by assisting with materials, maintaining branding consistency, and managing client engagement.
EDUCATION AND EXPERIENCE:
- Post-secondary education and/or relevant experience in business administration, administrative support, communications, customer service or project coordination
- 2+ years of experience in client-facing or support role
- Microsoft Office Specialist or Microsoft 365 certification (beneficial, but not required)
- Social media management experience an asset
WHAT WE OFFER:
- Health and Dental
- EFAP
- RRSP Matching
- Generous Paid Time Off
- Flexible Work Environment
- Education Reimbursement Program
Our Commitment to Diversity, Equity & Inclusion
Univerus is proud to be an equal opportunity employer. We are committed to creating an inclusive and respectful workplace where everyone feels valued, supported, and empowered to contribute fully. We welcome applications from candidates of all backgrounds, abilities, and experiences, including but not limited to Indigenous peoples, racialized persons, women, LGBTQ2S+ individuals, persons with disabilities, and veterans.
If you require accommodation at any stage of the recruitment process, please let us know. We are committed to working with you to ensure your needs are met.
How to Apply
Ready to join us? Please submit your resume and cover letter by following the application instructions outlined in this posting.