4w
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Client Services Manager
Vancouver, British Columbia, Canada
$60k-$75k/yr HybridFull Time
3+ YOE3+ years in client service/account management with leadership experience; strong communication, presentation, and process-improvement skills; proficiency with Microsoft Office and CRM; Bachelor's degree preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, CRM
6d
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Team Lead, Client Services
Vancouver or Toronto
$80k-$90k/yr OnsiteFull Time
3+ YOE3+ years client-facing financial services experience; team leadership, custody operations, registered plan knowledge, strong problem-solving, communication, and attention to detail; proficiency with Microsoft Office and CRM platforms.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Salesforce
5d
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Client Services Administrator
New Westminster, British Columbia, Canada
$22-$26/hr OnsiteFull Time
In-office administrative support for accountants, document management in a paperless environment, client communication, proofreading, and project coordination; criminal record and reference checks required.
Microsoft Office 365, Microsoft Teams, QuickBooks Online, CaseWare, CaseView, Jazz-IT, TaxCycle, PayWorks, Dext
2mo
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Senior Director, Client Services
Vancouver or Toronto
$167k-$190k/yr OnsiteFull Time
10+ YOELead strategic client services, drive revenue growth, manage enterprise accounts; strong data analytics, digital media, and cross-functional leadership.
DV360, Campaign Manager 360, Facebook Ads, Google Analytics, Adobe Analytics, Data Studio, Tableau, BigQuery, R, SQL
1mo
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Operations - Director of Client Services (Guardteck)
Burnaby, British Columbia, Canada
$100k-$130k/yr OnsiteFull Time
5+ YOE2+ MgmtLead and develop client services teams; manage client relationships; oversee operations, strategy, and budgets.
MS Office, CRM software, Data analysis tools
1mo
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Client Partner, Management Services
Surrey, British Columbia, Canada
$46-$67/hr OnsiteFull Time
5+ YOEBachelor's in HR or related, 5–7 years HR experience in large complex organizations supporting performance management for non-contract groups; knowledge of employment law, collective agreements, compensation frameworks, and proficiency with web-based HR systems.
Performance Link, Insight
3w
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Work From Home - Client Services Associate
Surrey, British Columbia, Canada
RemoteFull Time
Deliver exceptional customer service, strong communication and interpersonal skills, ability to lead and inspire teams, and desire for professional growth; remote work with Zoom interviews.
Zoom
3w
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Senior Client Relationship Manager, Group Retirement Services
Vancouver, British Columbia, Canada
$75k-$90k/yr HybridFull Time
5+ YOE5+ years group retirement plan lifecycle and client service experience; LLQP (or willing to obtain); strong presentation, organizational, and analytical skills; Microsoft Office proficiency; CRM experience an asset.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Dynamics
1w
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Client Relationship Manager
Chilliwack, British Columbia, Canada
$45k-$50k/yr OnsiteFull Time
Experience managing client portfolios, strong verbal/written communication, knowledge of TeksMed/WSIB/WCB processes, Microsoft Office and CRM proficiency, attention to detail, ability to present and cold call, and analytical problem-solving.
Microsoft Office, CRM, TeksMed
1w
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Client Manager I
Bellingham, Washington, United States
$23-$26/hr HybridFull Time
Active state P&C and/or L&H insurance license required; 1–2 years insurance or customer service experience preferred; strong communication, organization, and multi-tasking skills; familiarity with AMS360 a plus.
AMS360
3w
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Client Manager, Business Insurance (SME)
Langley, British Columbia, Canada
$60k-$70k/yr HybridFull Time
3+ YOEBC insurance license required, 2+ years commercial insurance experience preferred, proficiency with Microsoft Word/Excel/Outlook and EPIC, strong analytical, communication and client-service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, EPIC
1w
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Client Experience Manager - 12 Month Contract
Vancouver, British Columbia, Canada
$80k-$100k/yr OnsiteFull Time, Temporary
5+ YOE2+ Mgmt5+ years in operations/compliance within financial services, 2+ years management, securities knowledge, Microsoft Office and Dataphile experience preferred, CSC completion or willingness, strong client service and analytical skills.
Microsoft Office, Dataphile
1mo
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Client Relationship Manager - Key Accounts
Vancouver or Toronto
OnsiteFull Time
5+ YOECSC and CPH required, 5+ years in retail brokerage/wealth management or related financial services, experience with high-net-worth clients, strong investment product knowledge, CRM and Microsoft Excel proficiency, full professional fluency in English and Mandarin.
Microsoft Excel, Microsoft Office, CRM
3mo
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Client Success Manager
Vancouver, British Columbia, Canada
RemoteFull Time
Experience in health/fitness field; knowledge of VALD tech; strong communication; relationship building; problem-solving; adaptable.
HubSpot, Microsoft Teams, Microsoft Office 365
3w
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Client Manager, Business Insurance (SME)
Langley, British Columbia, Canada
$60k-$70k/yr HybridFull Time
2+ YOEBC insurance licensing required, 2+ years commercial insurance experience (broking/servicing/underwriting), experience placing SME to mid-market lines, EPIC and Microsoft Word/Excel/Outlook proficiency, strong communication and analytical skills.
EPIC, Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Client Success Advisor
New York or Vancouver or Washington
$99k-$124k/yr HybridFull Time
5+ YOE5+ years client-facing experience in legal/audit/risk/compliance; strong communication, analytical and relationship-building skills; GRC domain knowledge; ability to manage multiple clients and travel to client sites.
Diligent One Platform
1mo
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Manager, Transaction Tax Services
Vancouver or Canada
$92k-$138k/yr HybridFull Time
5+ YOECPA or LLB required; completion of Master of Taxation or CPA Canada In-depth Tax program preferred; 5+ years professional services tax experience; M&A transaction and due diligence experience; client service, analytical, and leadership skills.
1mo
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Client Service Representative, AECFV
Langley, British Columbia, Canada
$18-$25/hr OnsiteFull Time
Provide in-person and telephone client reception, discuss fees, perform triage assessments, maintain client records, manage financial accounts and payments, and work flexible shifts including days, nights, weekends, and holidays.
3w
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Transaction Services Manager - Financial Services
Toronto or Vancouver
$85k-$135k/yr HybridFull Time
CPA (or local equivalent), manager-level financial due diligence experience, strong financial and analytical skills, experience with Financial Services clients, team leadership and communication; data analytics experience (Alteryx, Power BI, Tableau) desirable.
Alteryx, Power BI, Tableau
2mo
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Client Service Manager - Surety Bonding
Vancouver or Langley
$75k-$110k/yr HybridFull Time
3+ YOE3-5 years in surety or insurance with interest in surety; contract/document experience; strong organization, communication; MS Office; Level 2 license or ability to obtain; long-term career interest.
Microsoft Office, EPIC, TAM
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