261 Customer Service Representatives jobs in Vaughan

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

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Job Description

Company Description

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

We are hiring a full time Client Services Coordinator  to work at our Markham  office to provide exemplary service and support to our internal and external clients. Full Time 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. 

• 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 on rotation 
• Ability to handle a high volume of calls while delivering exceptional customer service (healthcare industry experience an asset)
• Ability to multitask and prioritize
• Medical Office Admin Diploma or equivalent experience/education an asset 
• 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

#york_coord

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

Salary:

Great Place to Work 2020 - 2025 | Best Workplaces with Most Trusted Executive Teams 2024, 2025| Best Workplaces in Financial Services & Insurance 2020 - 2024 | Best Workplaces for Mental Wellness 2023 - 2025 | Best Workplaces for Giving Back 2022, 2024 | Best Workplaces for Inclusion 2024 | Best Workplaces in Ontario 2024

One of Canadas 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 160 bold thinkersone-third dedicated solely to investment managementwe are specialists, not generalists. Managing $15 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 a Senior Specialist, Client Services (Dealer and Investor Services) 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:

• Engage in and own special projects, industry research, and competitor analysis to drive innovation and performance.
• Deliver and own operational support, including cash flow reconciliation, across our full range of investment products, ensuring efficient and compliant processing.
• 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 new initiatives such as fund launches or updates to our investment product suite, embracing change with enthusiasm.
• Investigate and resolve investor inquiries, always prioritizing clear, authentic communication and client needs.
• Assist with client onboarding, ongoing KYC, and investor file maintenance in line with regulatory standards.
• Coordinate periodic regulatory filings with accuracy, meeting multiple deadlines with professionalism.
• Provide internal training and share knowledge to support our collective team growth.
• Manage the process for collection, verification, and accuracy of investor subscription documentation, treating every detail with care and discipline.
  

What were looking for:

• Undergraduate degree in business or a relevant field of study.
• Completion of the Canadian Securities Course (CSC).
• Bilingualism in French and English is considered a strong asset.
• 3+ 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.
• 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 Wealth 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.

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.

WHAT YOU WILL DO

• Act as the primary service contact for Investment Counsellors, HNW or UHNW Wealth Advisors, and end-clients 
• Investigate account-related problems, make recommendations, and implement the best possible agreed-upon solution for the client in a timely manner 
• Respond to account-specific inquiries and procedural questions about the Private Client program via email and phone and provide value added suggestions where possible 
• Liaise and maintain strong relationships with internal departments (PC Administration, Investment Policy Group, PC trading desk, Managed Solutions), Investment Counsellors, CIPW Private Counsel Advisors, and Custodians (CI Investment Services, RBC Investor Services Trust, NBIN) 
• Submit accurate and complete trade requests prior to 2:00pm and seek appropriate approvals and where applicable (depending on the ICs/region assigned) 
• Keep current on industry updates, custodian announcements, corporate initiatives, product changes and updates to policies and procedures to assist with field support and inquiries. 
• Assist with various reporting requests from the field (ie. client statements, trade confirms and tax packages) 
• Assist in special projects and various campaigns where applicable.

• Completion of post-secondary education in Business or a related discipline
• CSE required, CFA nice-to-have
• Experience in the investment industry; Private Client or high net worth industry experience considered an asset
• Mutual fund and securities industry knowledge
• Exceptional customer service and relationship-building skills
• Exceptional written and verbal communication skills
• Ability to work in a high-pressure environment
• Ability to be resourceful and work independently 

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

Salary:

Great Place to Work 2020 - 2025 | Best Workplaces with Most Trusted Executive Teams 2024, 2025| Best Workplaces in Financial Services & Insurance 2020 - 2024 | Best Workplaces for Mental Wellness 2023 - 2025 | Best Workplaces for Giving Back 2022, 2024 | Best Workplaces for Inclusion 2024 | Best Workplaces in Ontario 2024

One of Canadas 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 160 bold thinkersone-third dedicated solely to investment managementwe are specialists, not generalists. Managing $15 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 Wealth 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.

Job Description

Company Description

We are hiring Part Time  Client Services Coordinators to work at our Markham  office for evening and weekend shifts. As a Client Services Coordinator  you will provide exemplary client service and support and act as a liaison between patients, clients and clinical staff. This roll is 100% on site in our Markham office. 

• Mandatory two weekdays – shift timings 2:00 PM to 10:00 PM
• Weekends – availability anytime between 7:00 AM and 10:00 PM

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.

If you are passionate about caring for people, responsive to the needs of others, dedicated to providing quality care, and looking for a rewarding career in health care with a leading home health care provider, apply today! 

• 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 the funder representatives regarding client care
• Collects and enters all pertinent client data into 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 on rotation 
• Ability to handle a high volume of calls while delivering exceptional customer service (healthcare industry experience an asset)
• Medical Office Admin Diploma or equivalent 
• Excellent English written and verbal communication skills (Additional language skills considered an asset) (Fluency in Mandarin/Cantonese is an asset) 
• Proficient in Word, Outlook and ability to learn proprietary software

#york_coord

Job Description

Company Description

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

We are hiring a full time contract Client Services Coordinator  to work at our Markham  office to provide exemplary service and support to our internal and external clients. Full Time shifts available (weekend rotation required). This is a minimum 12 month contract with possibility of extension or permanency. 

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. 

• 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 on rotation 
• 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

#york_coord