56 Customer Service Manager jobs in Brampton
Customer Service Manager
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Primary Responsibilities
- Develop and monitor the application of operating systems including policies and procedures, operating structure, and information flow;
- Ensure the volume of work produced meets product/service standards and exceeds quality standards;
- Set and report benchmark metrics to drive customer service excellence;
- Create tools and training materials for customer service so onboarding is consistent and customer experience is seamless and performance is sustainable;
- Administer and balance workload;
- Plan, direct, supervise, and evaluate workflow;
- Coordinate work activities to achieve the volume expected to meet operational requirements;
- Recognize and recommend operational improvements;
- Responsible for the day-to-day application of organizational policies and procedures;
- Monitor performance of staff members according to established monitoring standards;
- Approve special price concessions, quotes, bid allowances, or adjustments;
- Make hiring decisions and conduct performance appraisals;
- Liaise with other staff, particularly in quality, planning, SET and sales, to ensure that customer service strategies and activities are integrated with other parts of the business and align to the overall corporate objectives
Knowledge and Skills Requirements :
- Bachelor’s degree preferred;
- 8+ years of work experience in a commercial/customer -interfacing role;
- 5+ years of work experience in a management role;
- Be able to manage teams remotely;
- Ability to deal with customers & coworkers of different cultures;
- Technical aptitude;
- Analytical, detail oriented;
- Service-minded, ability to independently interface with customers;
- Pro-active and able to work independently;
- Experience with Microsoft Office products and CRM, Navision and QlikView;
- Strong in Excel, Word, and PowerPoint;
- Must be able to work in the Canada
Salary & Conditions:
1. Job Location: Ammega Canada Inc. - 265 Export Blvd, Mississauga, ON
2. Salary: $65k-80k depending on profile and experience
3. Days of work: Monday to Friday - Permanent Full-time position, 40 hours per week
BENEFITS:
1. Paid Sick Days
2. Employer Paid Comprehensive Group Benefit Plan – Life/AD&D/LTD/ Extended Health/Dental/Health Care Spending Account
3. Group Pension Plan with Employer Match
4. Employee and Family Assistance Program
The hiring is open to all applicants able to work 40 hours per week.
For the hiring you will need to provide valid photo ID, SIN number, banking details – Company will conduct criminal background check as part of onboarding
ABOUT US:
AMMEGA CANADA is in full expansion and is looking for new talents to reinforce its teams.
AMMEGA is a global leader in product quality and service excellence for Lightweight Conveyor Belts, Power Transmission Belts, and Rubber Hose products. Our core mission is to fully enable the most dedicated, knowledgeable and creative team in the industry so that we remain the leading innovator in belting.
We cultivate internal talents, tradition of fabrication, and technical expertise to excel in management performance and operational efficiency in order to deliver enduring value to our customers.
Explore our website to get more information about our company & brands:
Ammega. We make your business move.
Ammega is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, national origin, age, disability, protected veterans status or any other legally protected factors. We foster an inclusive and accessible environment and are committed to providing support to applicants and employees with disabilities.
Corporate Customer Service Manager, Vaughan location
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CMP Group Ltd. (CMP) is a global manufacturing company with 6 manufacturing and distribution facilities throughout Canada, the United States, Italy, Australia, and China. CMP supplies the recreational and commercial marine industries with a broad range of products for various industry segments, including anchoring & ground tackle, corrosion, dock & boat accessories, and steering & controls. CMP manufactures and distributes products under the brands, Martyr, Rocna, Vulcan, Titan, Panther, Dock Edge, Octopus, Intellisteer, Sanitation Equipment and, Trollmaster.
Reporting to the Chief Financial Officer, the Corporate Customer Service Manager is responsible for championing the position of the “customer” by managing the order workflow , customer support processes, and providing prompt and accurate technical information for all company products as well as managing the day-to-day operations of the customer service department across North America.
Benefits:
- Salary range - $95000 to $ (based on experience)
- Extended Benefits Plan (Vision/Dental/Prescription/etc.) as of your first day
- Performance, Education & Referral Programs
- Quarterly town halls, summer BBQ’s, quarterly pizza lunch and Winter Holiday Party
- And much more!
Responsibilities:
- Responsible for the direct supervision of team members across North America. This includes, but is not limited to, selection, training, performance evaluation and development, skills assessment, discipline and termination.
- Manages and assess service statistics and prepare detailed reports on their findings.
- Fosters a cooperative team environment conducive to the sharing of information and training to promote independent decision making.
- Responds to escalated customer concerns and issues.
- Facilitates training programs to enhance customer service performance and staff development.
- Ensures that the customer service department is effective in the processing and expedition of customer orders.
- Action-oriented approach to efficient resolution of product/service requests for customers.
- Initiates and supports continuous improvement efforts that increase customer satisfaction and revenue throughout all areas of responsibility.
- Supports the development and ensures implementation of new systems and processes that improve efficiency.
- Leverages company database tools to create efficiency in logistics and customer satisfaction.
- Responsible for overseeing the management of the Master data for customers in the ERP system
- Works collaboratively with customers and all internal departments to drive customer satisfaction throughout the organization
- Maintains and ensures process workflow, standard operating procedures (SOP) and documentation are up to date.
- Supports the Finance team with the administration of collections initiatives and ensures that cash and credit card sales are paid prior to being released to shipping.
- Provides basic quotation services
- Timely and accurate sales lead information.
- Facilitates Customer Returns and oversees the returns process and works with other functional groups in the organization to expedite the processing of credits.
- Facilitates Warranty Claims and oversees the Warranty process.
- Participates or provides resources as exhibitor at trade shows as required.
Quality:
- Participate in Quality Audits as an Internal Auditor or Auditee.
- Ensures that subordinates participate in internal audits as required.
- Closes outstanding Quality Reports within 14 days of issue.
Team Building:
- Conducts and documents 1X1 meetings with direct reports, conduct annual performance review.
- Attends and participate in 1X1 meetings with the CFO.
- Participates and contributes in the Steering Committee Meetings.
Training:
- Work with direct reports to develop training plans for all employees
Safety:
- Promotes safe work practices as outlined by CMP and the Provincial regulations
Requirements:
- Bachelor’s Degree in business or equivalent
- 7 to 10 years of experience in customer service within a manufacturing industry, with at least 3 to 5 years in a management role
- Demonstrated ability to lead a customer service migration to an e-commerce based operating environment
- Proven track record from championing change and innovation within the organization
- Must be able to develop a strong understanding of all CMP products and their applications
- Must have outstanding problem solving skills and the ability to demonstrate a high level of responsiveness towards urgent customer issues
- Must exhibit superior communication skills and the ability to maintain professionalism in times of great adversity and pressure
- Works collaboratively and creates a sense of trust and reliability with internal team and customers
- Demonstrates a strong work ethic and flexibility towards the needs of the business
- Focused on details and follow through
- Must demonstrate a breadth of diverse leadership experiences and capabilities including: the ability to influence and collaborate with peers, develop and coach others, oversee and guide the work of other colleagues to achieve meaningful outcomes and create business impact.
- Excellent team performance management and on-the-job coaching skills
- Comfortable providing hands on support when required
- Experience using CRM (Zoho would be an asset)
- Experience using an ERP system (Visual would be an asset)
- Comfortable travelling within Canada and to the USA (valid passport needed)
- French language skills an asset (spoken and written)
Hours
- 8:00 am – 4:30 pm, Monday to Friday
- Hybrid - (3 days in the office and 2 days from home)
CMP values diversity and encourages applications from all qualified individuals who are legally entitled to work in Canada. We welcome applications from candidates with disabilities, and accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation please contact Human Resources. We thank all applicants for their interest and advise that only those selected for an interview will be contacted.
Sell In & B2B Customer Service Manager
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JOB SUMMARY:
The Sell In and B2B Customer Service Manager is in charge of the day-to-day operations of our customer service team and ensuring an outstanding customer satisfaction to all our US and Canada Sell In and B2B customers.
The Sell In and B2B Customer Service Manager will be managing and optimizing all aspects of the order processing from creation to delivery, ensuring orders are delivered on time, in full, and comply with customers’ requirements.
The Sell In and B2B Customer Service Manager is also responsible for the maintenance of the entire customer database in a timely and accurate manner.
JOB RESPONSIBILITIES:
- Responsible for daily operations of the Sell In and B2B Customer Service department
- Internal and external communication and teamwork are essential.
- Communicate with our customers to ensure customer satisfaction
- Collaborate with our sales teams, supply chain team and warehouse operations teams to provide in a timely manner all inquiries from our customers
- Ensuring that our products are efficiently and accurately delivered to our customers and in compliance with our customers’ requirements :
- Order acknowledgment
- Delivery notification
- Tracking information
- Monitoring and reporting on department KPIs, aligning internal operational KPIs with customer metrics and develop performance scorecards
- Optimizing all aspects of the fulfillment process, from order receipt to delivery, ensuring a customer centric experience
- Support warehouse with delivering high service level and the flawless execution of order management processes
- Develop collaborative supply chain solutions through cross-functional partnerships that drive mutual benefits for external customers and internal business partners
- Coordinate with operations on service issues to ensure that the root cause analysis and corrective/preventive actions are robust
- Provide strategic supply chain expertise and insights to the commercial teams for competitive differentiation
- Manage customer claims, credits and returns.
- Internal and external communication and teamwork are essential.
- Lead a team of customer service representatives.
- Ensure continuous training and coaching customer service representatives on best practices
- Maintain comprehensive and completed documentation.
- Help maintaining an accurate customer master data in a timely manner
- Proactively develop processes and procedures :
- Fostering a culture of continuous processes improvement
- Identifying opportunities to enhance efficiency, improve operational performance, reduce costs and minimize customer complaints
- Leveraging emerging supply chain capabilities and technology such as EDI to improve customer collaboration and service
KEY PERFORMANCE INDICATORS:
- % of order shipped in full
- Customers Chargebacks
- Customers Claims
- % of EDI orders
- Proven experience in a customer service management role
- Strong leadership skills with the ability to motivate and inspire a team
- Experience in project management is preferred
EDUCATION:
Bachelor's degree or foreign equivalent in Supply Chain Management or Business Administration
EXPERIENCE:
3-5 years of experience in Supply Chain Management and/or Customer Service
SKILLS:
- Exceptional verbal and written communication skills with customers. Different functions and seniority level
- Understanding of B2B business
- Excellent organizational and time-management skills in a fast-paced environment with deadlines
- High degree of attention to details, but ability to see the big picture
- Ability to multitask and prioritize
- Strong problem solving and conflict management skills
- Strong leadership skills with experience managing a team
- Strong process management skills
- Proficiency in ERP system (plus if experience with SAP S/4)
- Advanced Microsoft Office, especially Excel
- Knowledge of inventory management practices and fulfilment operations
- Fluent in English
PHYSICAL & TRAVEL REQUIREMENTS:
- Able to occasionally travel to US
All Applicants:
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Customer Engagement & Service Manager
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Customer Experience & Service Manager
Toronto, On
Manufacturing
Competitive Salary $105,000-145,000, plus Bonus and Benefits
Our client, a global leader in specialized electronics manufacturing, is seeking to add a critical role to their growing leadership team. The Customer Experience & Service Manager is responsible for the end-to-end customer service function, encompassing order fulfillment, service operations, and post-sales support. The position manages the complete customer order lifecycle—from sales orders to shipping and invoicing—while also overseeing the management of product maintenance, repairs, and returns. The role requires active leadership in managing service technicians, handling Return processes and collaborating with internal subject matter experts to resolve complex technical issues.
The ideal candidate brings strong operational management skills along with exceptional communication abilities, ensuring every customer interaction reflects the highest standards of responsiveness, accuracy, and professionalism. A passion for process improvement and operational excellence is critical.
The Role:
• Oversees the customer order process, including order processing and confirming sales orders, coordinating shipments, and ensuring timely delivery.
• Oversees and ensures the accuracy of order details in the ERP system (quantities, prices, and delivery dates).
• Monitors order progress and proactively resolves any fulfillment or documentation issues to ensure timely delivery of shipments and customer satisfaction.
• Coordinates with Operations, Logistics, and Finance to ensure accurate billing and documentation.
• Collaborates with Warehouse and Logistics teams to facilitate timely picking, packing, shipping, and delivery of orders.
• Oversees and manages customer inquiries related to order status, product availability, and delivery schedules
• Collaborates with the planning area to ensure optimal stock levels and prevent stockouts or overstock situations.
• Provides proactive support to Sales, Marketing, and Field Operations by addressing order-related queries and providing timely information.
• Ensures compliance with all relevant regulations and industry standards in the order management process.
• Manages the company's Return Authorization process, including receiving, tracking, evaluating, and closing cases related to returns, order modifications, cancellations, and exchanges.
• Supervises and schedules service technicians, ensuring they have the tools, resources, and training to meet service commitments.
• Maintains service documentation, repair logs, and service-level metrics.
• Tracks and reports on service KPIs (turnaround time, repair quality, customer satisfaction).
• Manages organization of service calls, troubleshooting, diagnoses, and repairs.
• Manages scheduled preventative maintenance services according to Standard Operating Procedures.
• Drives safety culture for technicians ensuring the safe and correct use of equipment and tools.
• Oversees contract management of 3rd party service providers including validation, qualification, negotiation, and management.
• Supports distributor on-boarding and technical product support.
• Serves as the primary escalation point for customer service and technical issues, ensuring timely resolution.
• Interfaces with internal Subject Matter Experts (engineering, product development, quality assurance) to troubleshoot and resolve complex product issues.
• Provides technical support guidance to customers and coordinate with service teams to address on-site or remote service needs.
• Acts as the primary liaison for customer inquiries related to orders, repairs, and ongoing product performance.
• Builds and maintains strong relationships with customers, encouraging long-term loyalty and repeat business.
• Identifies and implements process improvements in service delivery, order management, and customer communications.
• Partners with product and operations teams to relay customer feedback and drive product/service enhancements.
• Develops, tracks, and analyzes KPIs related to order processing, service performance, and customer feedback to drive operational excellence and continuous improvement.
• Manages and develops direct reports.
• Considers quality in all aspects of the job and respects procedures and norms.
The Ideal Candidate:
• Bachelor's degree or diploma in Mechanical, Electrical engineering or a related field.
• 8-10 years of related experience within a technical/engineering environment dedicated to manufacturing devices with intricate electronic and mechanical interfaces.
• 3-5 years of experience managing small teams.
• Experience in working collaboratively within a broader team (e.g., sales, engineering, marketing).
• Demonstrated success in building consensus with technical leaders.
• Strong problem-solving and conflict resolution skills.
• Excellent interpersonal and communication skills (verbal and written).
• Superior attention to detail.
• Strong computer skills and proficiency with Microsoft Office suite products (Word, Excel, PowerPoint).
• Knowledge of ERP and Quality Management systems.
JOBID#
Client Services Associate
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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 Coordinator
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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 Client Services Coordinators to work at our Mississauga office to provide exemplary service and support to our internal and external clients. Full Time day and evening shifts available (weekend rotation required).
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 of 2 years working in an office setting
- Must be able to work weekends
- Ability to handle a high volume of calls while delivering exceptional customer service (healthcare industry experience an asset)
- Ability to multitask and prioritize
- High school diploma or equivalent
- Excellent English written and verbal communication skills (Additional language skills considered an asset)
- Excellent customer service and organizational skills
- Proficient in Word, Outlook and ability to learn proprietary software
- Medical terminology knowledge an asset but not required
Client Services Manager
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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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Bilingual Client Services Manager
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Company Description
Ayming Canada is part of a leading international Business Performance Consulting Group, with over 1,600 employees across 14 countries . Our Canadian offices operate with a dynamic start-up spirit, offering the best of both worlds—global support and local expertise.
Join our human-sized company based in Toronto, Montreal, Vancouver and Calgary where your contribution adds significant value. Whether you’re looking to thrive professionally or personally, it’s time to go #FurtherTogether !
Job DescriptionAyming Canada is looking for a Client Services Manager to support the Director of Client Services in delivering a high-quality client experience and ensuring smooth coordination across departments. You’ll play a key support role in internal operations, client relationship management, and partner reporting—all essential to our continued success.
As part of a dynamic and passionate team, you will help uphold the standards of service our clients expect while contributing to internal efficiency and collaboration.
Your Mission
- Support the Director of Client Services in managing client accounts and internal coordination
- Assist in onboarding new clients, ensuring internal processes are followed and records are up to date
- Track and maintain the active and inactive client list
- Follow up on renewals, fee discussions, and contract updates in collaboration with the client service director
- Provide administrative support including scheduling, email follow-up, and CRM (Salesforce) updates
- Coordinate logistics for client business reviews, audits, and other service-related meetings
- Support with escalations, cancellations, and client satisfaction follow-ups as needed
- Help gather testimonials and client highlights for marketing and promotional use
- Assist with internal tracking of partnership activities and performance reporting
- Attend client-facing events to support the Director of Client Services and help coordinate post-event actions
- Provide internal coordination to help ensure a seamless client experience across consulting, sales, and delivery teams
Your Talents and Professional Aspirations
- 2+ years of experience in client services, sales coordination, or an administrative support role
- Highly organized, proactive, and detail-oriented
- Collaborative team player with excellent communication and follow-up skills
- Comfortable managing multiple tasks and working cross-functionally
- Familiarity with Salesforce or other CRM platforms is an asset
- Must be fully bilingual (French, English)
- Strong written and verbal communication skills
- A professional, client-focused approach with a positive and adaptable mindset
- Sales experience is a plus
Additional Information
HR Policy :
- Unleash your potential with our Ayming Academy and Ayming Digital Academy!
- Grow your career with our tailored support programs, My Professional Journey or MoveWithUS .
- Work your way : enjoy flexibility, inspiring and friendly spaces, with a up to 100 remote days per year.
- Connect and celebrate through events and gatherings all year round (Webinars, “Coffee With” etc.)
What will you benefit from ?
- We strive to offer an ideal work environment for our employees – Ayming Canada is proud to announce that we have been certified Great Place to Work® after an extensive and independent analysis conducted by Great Place to Work Institute® Canada.
- Globally established brand where you can grow your career and make a meaningful impact .
- Autonomy , balanced with a strong level of support and collaboration .
- Flexibility – work from home 3 days/week, and 1 month from anywhere in the world.
- Excellent base salary , with high earning potential in bonuses, benefits, etc.
- We offer personal days, extra holidays, and half-day Fridays all summer long.
- Excellent benefits package with 100% of employee benefits covered by the company.
- Competitive retirement plan with employer contribution (RRSP)
Ready to take your Next Step?
At Ayming, it’s your talents, passions, and personality that make the real difference . If you’re driven by curiosity and eager to grow, we encourage you to apply . What matters most is your potential to thrive with us.
We are proud to be an Equal Opportunity Employer , committed to building a diverse and inclusive workplace.
Come as you are —your unique perspective is valued here.
Associate Specialist, Client Services
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Salary:
Best Workplaces in Canada 2020 - 2025 | Best Workplaces with Most Trusted Executive Teams 2024, 2025 | Best Workplaces in Financial Services & Insurance 2020 - 2025 | Best Workplaces for Mental Wellness 2023 - 2025 | Best Workplaces for Giving Back 2022, 2024 | Best Workplaces for Inclusion 2021, 2024 | Best Workplaces for Women 2021 | Best Workplaces in Ontario 2020, 2021, 2024 | 2025 Best Workplaces for Professional Development
One of Canada's Most Trusted Investment Brands.
At Picton Mahoney Asset Management (PICTON Investments), being alternative isnt just what we doits who we are. Founded by industry pioneer David Picton, weve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canadas most trusted investment brands, we are proudly independentprivately run, 100% employee-owned, and deeply committed to delivering results for our clients.
Thinking Alternatively is in Our DNA.
With a team of 171 bold thinkersone-third dedicated solely to investment managementwe are specialists, not generalists. Managing $15.3 billion for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach.
Were more than investors were innovators. We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.
Our success is built on four guiding principles:
- Treat investors money like our own.
- Redefine the way investors invest.
- Be humanalways approachable.
- Succeed together, one investment at a time.
These arent just wordsthey define how we think, how we invest, and how we work.
Now, were entering our next chapter. Were transforming our brand and reshaping the way the world invests. If you think alternatively, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy-free environment, join us and be part of whats next.
Thriving in Our Entrepreneurial Culture
At PICTON Investments, youll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, youll have the opportunity to take on significant responsibilities, work in a flexible environment, and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. Youll be empowered with a high level of responsibility, trust, and flexibility, providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards, performance-based bonuses, and a clear path for career growth, youll have everything you need to develop both now and over the longer term.
The Opportunity
As we continue to transform how the world invests, were looking for bold thinkers and high performers to join our growing team. We are currently seeking an Associate Specialist, Client Services (Known internally as Dealer and Investor Services, Associate Specialist) to play a key role within our Operations team. This individual will collaborate closely with Compliance and Sales, bringing cross-functional insight and enthusiastic execution to the role.
Youll have the opportunity to lead and learn:
- Assist with the process for collection, verification, and accuracy of investor subscription documentation, treating every detail with care and discipline.
- Support our Sales team by responding to advisor inquiries, due diligence questionnaires, and various external communications.
- Build trusted partnerships with external service providers, ensuring smooth information flow and alignment with our service values.
- Collaborate on updates to our investment product suite, managing and executing on workflow management. Provide operational support, including cash flow reconciliation, across our full range of investment products, ensuring efficient and compliant processing.
- Investigate and resolve investor inquiries, always prioritizing clear, authentic communication and client needs.
- Assist in periodic regulatory filings with accuracy, meeting multiple deadlines with professionalism.
- Engage in industry research, and competitor analysis to drive innovation and performance.
What were looking for:
- Undergraduate degree in business or a relevant field of study.
- Completion of the Canadian Securities Course (CSC).
- Bilinguism in both English and French is considered a strong asset.
- 1+years of related experience, ideally in mutual fund trade processing or advisor/sales support.
- Working knowledge of hedge fund and mutual fund operations and administrative functions.
- Familiarity with ETFs and platform-traded funds is considered an asset.
- Proficiency with FundSERV, Unitrax, or other trade processing systems is an asset
- Advanced Microsoft Excel skills.
- Understanding of KYC/AML, FATCA, and applicable industry regulations.
- Collaborative mindset with the ambition to build strong cross-departmental relationships.
- Proactive work ethic with strong problem-solving skills and an honest approach to ownership.
- Clear and effective communicatorboth written and verbal.
- Highly professional, organized, and flexible, with unwavering integrity.
- Ability to thrive under pressure without compromising on detail or quality.
Our Commitment to Employees
At PICTON Investments, we take pride in enhancing our employees' experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts, VersaFi memberships (formerly Women in Capital Markets), Picton investment counseling and portfolio management services, volunteer and charitable donation matching, maternity and parental leave top-up, recognition awards, semi-annual performance bonuses, a generous annual vacation entitlement (minimum of 15 days per year), training and development reimbursement, extensive health and dental benefits, a healthcare spending account, and more.
These offerings are designed to support your career growth, well-being, and overall success. Join us and thrive in an environment that values and invests in you!
PICTON Investments is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at or at
PICTON Investments does not accept unsolicited resumes, emails, calls, or any other form of communication from third-party recruitment agencies. Any unsolicited outreach, including commercial electronic messages, will neither be acknowledged nor considered.