188 client services manager jobs at 104 companies in Sumas, WA
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Client Services Manager
Vancouver, British Columbia, Canada
$60k-$75k/yrHybridFull Time
Normac: Provides insurance appraisal and replacement cost valuation services.
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
McLaren Trefanenko: Provides professional accounting, tax, and business advisory services.
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
Nicola Wealth: Provides financial planning and investment management services.
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
ALSAustralian Securities Exchange: ALQ: Provides global analytical testing and laboratory services for diverse industries.
10+ YOEDegree preferred (geological/chemical), 10+ years customer service experience, previous management experience, mineral exploration or laboratory background, strong English and MS Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Customer-service orientation, strong communication and interpersonal skills, leadership ability, and desire for professional growth in a remote client-service role.
Fraser Health: Regional health authority providing public medical and community services.
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.
People Corporation: Provides group benefits, retirement, and human resource solutions.
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.
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
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.
AonNYSE: AON: Global professional services firm providing risk and people solutions.
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
Raymond JamesNYSE: RJF: Provides global wealth management and investment banking services.
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.
Futu HoldingsNASDAQ: FUTU: Online brokerage and wealth management platform for global investors.
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.
Wealthspire: Provides integrated wealth management and financial advisory services.
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
Diligent: Provides software for corporate governance, risk, and compliance management.
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.
7+ YOE7+ years network/systems experience including VLANs, DHCP, DNS, Wi‑Fi/RF, PoE, firewalls, virtualization, Linux and scripting; security-minded and experience designing residential client networks; criminal record check and security licensing required.
DWF Group: Global provider of integrated legal and business services.
2+ YOERequires 2+ years of office services or management experience, team management experience, MS Office proficiency, strong communication and organization skills, client focus, discretion, and ability to lift up to 40 lbs.
Tsleil-Waututh Nation: The Tsleil-Waututh Nation is the governing body for its community, providing public services, education, and resource management.
5+ YOE3+ MgmtMaster's-level social work clinician with 5+ years in child and family services, 3+ years supervising staff, experience with neurodiverse populations, proficiency in Microsoft Office and client management systems, and registration with a professional regulatory body.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
1+ YOE1–2 years relevant experience, undergraduate or college diploma preferred, must obtain CIRO Investment Representative license, strong communication and confidential client service skills, knowledge of wealth management an asset.
BDO Canada: Provides accounting, tax, and business advisory services.
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.
Ethos Veterinary Health: Operates a network of specialty and emergency veterinary hospitals.
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.