Client Services Representative

• Provide expert consultation and coaching to front-line leaders and teams on client service processes, standards, and best practices
• Support implementation and ongoing sustainment of the advisory planning model
• Reinforce expectations, identify gaps, and help teams adopt effective routines and behaviours
• Analyze service trends, team performance indicators, and client experience opportunities
• Recommend improvement actions to senior management
• Deliver guidance, support, and training on contact strategies and client relationship planning tools
• Work with leadership and business partners on departmental planning, process milestones, and service initiatives
• Build relationships across teams and connect people, resources, and networks to drive alignment and remove barriers
• Help embed client-focused standards in everyday practices

Senior Consultant, Client Support

• Provide client service to Virtual Business Centre clients by responding to basic inquiries and escalating complex requests to appropriate team members
• Respond to clients promptly and professionally while following established policies, procedures, and processes
• Complete administrative tasks through a queue management system, including preparing correspondence according to established processes
• Maintain accurate client information and documentation and complete required follow-ups
• Prioritize multiple administrative activities and meet deadlines in a fast-paced environment to maintain service standards
• Stay current on changes to policies, standardized procedures, and processes
• Collaborate effectively within a virtual team while completing assigned work independently

Client Support Coordinator

• Support Trust Officers with the administration and ongoing management of Indigenous trust relationships
• Build client relationships and serve as a trusted point of contact for inquiries, service needs, and follow-up
• Develop knowledge of trust administration, documentation, governance requirements, and account activity
• Coordinate client meetings and complete commitments and follow-up activities
• Navigate client requests and complex situations with TD Wealth partners and subject-matter experts
• Maintain accurate client records and documentation while meeting regulatory, fiduciary, and internal requirements
• Identify opportunities to improve processes and strengthen the client experience
• Build technical and relationship-management capabilities through increasingly complex trust matters
• Stay current on trust and estate administration developments and apply knowledge to support clients and the team

Private Trust Client Service Associate – Indigenous Trust

• Lead teams through the full process of preparing financial statements, disclosures, and reportable conditions letters
• Coordinate audits, review engagements, compilations, tax work, and other client deliverables
• Develop an understanding of clients’ businesses and needs
• Apply RSM’s review, compilation, and audit methodologies using a risk-based approach
• Collaborate with engagement managers, senior managers, and partners on engagement planning and execution
• Identify accounting, auditing, industry, and client issues
• Prepare board communications, deficiency letters, management letters, and other deliverables
• Supervise associates and seniors, monitor productivity, and report on work-plan and budget adherence
• Address client concerns and escalate issues
• Facilitate efficient information flow between clients and audit teams
• Identify performance improvement opportunities for team members
• Recognize opportunities for RSM to expand services to clients
• Manage time across multiple projects
• Keep current with industry developments and thought leadership
• Maintain professional development through ongoing education

Assurance Supervisor – Private Client Services

• Understand client briefs, project objectives, and required expertise.
• Build commercial and market context to identify and target appropriate professionals.
• Use proSapient’s proprietary AI-powered platform, professional networks, and advanced sourcing channels to map industry value chains and identify experts.
• Conduct outbound outreach via phone, email, and messaging.
• Ask targeted questions to assess expert suitability and secure insights.
• Manage multiple live client requests, competing deadlines, and shifting priorities.
• Communicate with senior professionals across industries and build professional relationships.
• Own individual targets and project outcomes.
• Complete two weeks of structured onboarding training before managing active client projects.
• Work closely with the Client Services Manager from initial client brief through expert identification, engagement, and qualification.

Client Services Associate

• Provide high-quality client service to the BDC Financing team
• Resolve basic client questions and inform senior levels of complex cases
• Support the business development team and business center manager
• Respond promptly, accurately, and professionally to existing and potential clients
• Prepare client letters, letters of intent, letters of offer, mandates, proposals, and contracts
• Enter accurate information into the system and ensure required documents, conditions, forms, signatures, and follow-up are completed
• Identify funding opportunities and develop innovative value-adding solutions for client needs
• Conduct pre-qualification and risk rating assessments for existing and potential BDC Financing clients
• Organize branch marketing events, campaigns, and activities
• Prepare marketing communications and provide on-site logistical support
• Perform administrative tasks and provide support to the team

• Lead the daily activities of the global helpdesk and ensure deliverables are met
• Act as the internal voice of the customer and surface trends, bug patterns, and product feedback
• Partner with Sales and Client Success to define support entitlements and coverage models
• Contribute to the global support strategy roadmap, including AI/automation tooling, self-service deflection, and regional expansion planning
• Ensure 24/7 global coverage models and SLA compliance across regions and customer segments
• Train and develop the support team through performance management programs
• Participate in Support Team recruitment
• Manage tickets and escalated issues through resolution within expected timelines
• Collaborate with cross-functional teams to troubleshoot and escalate client helpdesk issues
• Maintain helpdesk statistics, reporting, and trend analysis
• Maintain Zendesk and other support systems and research new features and tools
• Maintain client support materials and lead client support training
• Prepare weekly, monthly, and quarterly statistics for company reporting
• Provide user support and guidance through client administrators
• Identify trends using Zendesk data and provide product improvement feedback
• Test resolved bugs and report bugs in Jira for development
• Document tests and results and provide feedback to QA and Engineering
• Maintain the StoreForce Demo environment with Client Services and Product teams

Global Client Support Manager – B2B SaaS

• Lead a group of Client Services Managers and Account Managers
• Hold significant client relationships directly
• Set consistent client review standards across pods
• Own senior client relationships, including strategy, target performance and renewal
• Assess managers' strengths and development gaps and create development plans
• Identify and support employees ready for advancement
• Improve onboarding, client health monitoring and reporting
• Coach managers through client calls and one-on-ones
• Review reporting and provide feedback
• Set goals and OKRs for each pod
• Conduct quarterly performance conversations
• Manage group capacity, absence coverage and account reallocation
• Own hiring and onboarding as the group grows
• Build and deliver program strategies against client goals and revenue targets
• Manage senior relationships through difficult situations
• Handle escalations involving tracking failures, missed targets or quiet relationships
• Identify churn risks and expansion opportunities
• Maintain project management system visibility
• Triage tracking and integration issues and escalate to product or engineering when needed
• Report accurately and on time and explain performance drivers
• Relay information between pods and Client Services leadership
• Collaborate with sales, marketing, product and engineering

Senior Client Services Manager

• Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments
• Correspond with clients and other branch staff
• Prepare documentation and provide updates to Investment Advisors for client meetings
• Create reports for analysis of client accounts
• Communicate with customers about products and services and identify referral opportunities
• Accept and create leads and ensure correct referral coding administration
• Submit marketing pieces for approval
• Compile client information packages and maintain marketing materials
• Adhere to compliance requirements for account documentation and marketing materials
• Respond to phone, mail, and electronic enquiries based on full-service brokerage knowledge
• Deliver a high-level client experience and exercise discretion
• Adhere to policies and procedures and maintain risk management practices
• Use insights to improve individual and team performance
• Participate as a team member, maintain knowledge, and communicate status, progress, and issues

Client Service Associate

• Own the end-to-end client benefits administration experience within an assigned portfolio
• Ensure alignment with client expectations and business goals
• Act as the primary point of contact for service-related matters
• Build relationships with internal stakeholders and assigned clients
• Monitor client-specific milestones
• Lead initiatives to improve efficiency, quality, and client satisfaction
• Act as a project manager across product, operations, payroll, and technology teams
• Support service enhancements and innovation
• Lead incident management and resolution efforts
• Handle escalated requests and ensure timely communication with stakeholders and clients
• Assist with procedure development
• Stay informed on product enhancements
• Champion continuous improvement and operational excellence

Client Services Representative jobs in Canada

Senior Consultant, Client Support

Client Support Coordinator

Private Trust Client Service Associate – Indigenous Trust

Assurance Supervisor – Private Client Services

Client Services Associate

Client Support Coordinator

Global Client Support Manager – B2B SaaS

Senior Client Services Manager

Client Service Associate

Client Service Specialist