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Client manager Jobs in Cambridge, ON

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Client manager • cambridge on

Last updated: 11 hours ago

Client Service Specialist

The Steele Groupcambridge, region of waterloo, Canada

As a Client Service Specialist, you are the first point of contact for our clients, creating a welcoming space for all visitors.You will provide support to the financial advisors and team members, ... Show more

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Directeur adjoint – Expérience client & Vente d’Excellence

Staples Canadacambridge, on, Canada

Staples Canada recherche un directeur adjoint pour diriger l’équipe et promouvoir l’excellence opérationnelle et la performance commerciale.Vous guiderez l’embauche, l’intégration et le développeme... Show more

 • New!

Insurance Sales and Client Success Specialist

Todd O'Donnell - Desjardins Insurance AgentCambridge, Ontario, Canada
CA$48,000.00 yearlyCA$48,000.00 yearly

Insurance Sales & Client Success Specialist – Join a Top 5% Desjardins Insurance Agency!.Are you an ambitious, self-driven professional looking to break into the insurance industry—or take your... Show more

Client Success Specialist

Todd O'Donnell Insurance AgencyCambridge, ON, CA
CA$48,000.00–CA$60,000.00 yearlyCA$48,000.00–CA$60,000.00 yearly
Full-timeFull-time

Todd O’Donnell – Desjardins Insurance Agent.Are you an experienced customer service professional who enjoys solving problems, building relationships and helping people feel looked after?.We are loo... Show more

Client Services Director

Dawn Centrecambridge, on, Canada

CLIENT SERVICES DIRECTOR JOB DESCRIPTION Position overview The Dawn Centre is looking to hire a Client Services Director (CSD).This is a position of Christian ministry whose primary responsibility ... Show more

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Remote Client Services Representative | Flexible Schedule

Global Elite TexasKitchener, , United States, N2R 1V2
RemoteRemote

Remote Client Services Representative | Flexible Schedule.Build a Rewarding Career from Home.Are you looking for a career that offers flexibility, professional growth, and the opportunity to make a... Show more

Accounting Manager

Angstrom Engineering Inc.cambridge, region of waterloo, Canada
Full-timeFull-time

The Accounting Manager is a new role that will play a key role within the Finance team, supporting the Financial Controller in ensuring the accuracy of financial reporting, compliance with accounti... Show more

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Client Experience Coordinator

Oxford Learning Centres Inc.cambridge, region of waterloo, Canada
Full-timeFull-time

Are you passionate about working with children and families? Do you have exceptional customer service skills and enjoy creating positive experiences for others? Are you highly organized, energetic,... Show more

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Client Care Coordinator

Brobston Group LLCcambridge, region of waterloo, Canada

The Client Care Coordinator manages aftercare and workshop operations to ensure a seamless client journey for repair and service requests.This temporary role coordinates logistics between workshops... Show more

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Business Continuity Manager

CarePartnersCambridge, ON
CA$85,000.00–CA$100,000.00 yearlyCA$85,000.00–CA$100,000.00 yearly
Full-timeFull-time

The Business Continuity Manager is responsible for developing, implementing, testing, and continuously improving the organization’s business continuity, emergency preparedness, and operational resi... Show more

 • Promoted

Product Manager

UAP inc.cambridge, region of waterloo, Canada

Compensation: CAD 70,100 - CAD 87,600 - yearly.Be part of a community of authentic, proud and trusted people.At UAP, we believe we don’t just deliver car and heavy vehicle parts all around the coun... Show more

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Client Relations Representative

H2O4LifeCambridge, ON, CA
CA$50,000.00–CA$60,000.00 yearlyCA$50,000.00–CA$60,000.00 yearly
Full-timeFull-time

Client Relations Representative.Join the H2O4Life Team – No Experience Required!.Looking for a rewarding career with competitive earnings, a Monday-to-Friday schedule, and opportunities for advance... Show more

Client Service Representative - $21.50/h - Remote

JunkLuggers CanadaCambridge, Ontario
CA$21.50 hourlyCA$21.50 hourly
RemoteRemote

At the Junkluggers, we take great pride in our commitment to providing exceptional customer service and preserving the environment.We are dedicated to supporting our local communities and doing our... Show more

Expert en ventes sans fil et service client

STAPLES Canadacambridge, region of waterloo, Canada

Entrez dans le monde passionnant des ventes sans fil en tant qu'expert en service client.Ce rôle est centré sur l'amélioration de l'expérience client tout en partageant vos connaissances sur les no... Show more

 • New!

Client Experience Coordinator

Oxford Learning Centres, Inc.Cambridge, Ontario, Canada
CA$20.00–CA$23.00 hourlyCA$20.00–CA$23.00 hourly
Full-timeFull-time

Client Experience Coordinator .Are you passionate about working with children and families? Do you have exceptional customer service skills and enjoy creating positive experiences for others? ... Show more

Conseiller en ventes sans fil — Expert client et tech

Staplescambridge, region of waterloo, Canada

Staples à Cambridge recherche un conseiller en ventes sans fil passionné par la technologie pour enrichir l'expérience client.Vous serez responsable de connecter avec des clients, de répondre à leu... Show more

 • New!

Client Experience Coordinator

Oxford Learning Stoney Creekcambridge, region of waterloo, Canada
Full-timeFull-time

Client Experience Coordinator – Oxford Learning Cambridge.Oxford Learning Cambridge is seeking a Client Experience Coordinator to join our team.This unique role combines family relations, education... Show more

 • New!

Client Experience Coordinator

Oxford Learning Centrecambridge, region of waterloo, Canada
Full-timeFull-time

Are you passionate about working with children and families? Do you have exceptional customer service skills and enjoy creating positive experiences for others? Are you highly organized, energetic,... Show more

 • New!

Manager, Coordination Excellence

CarePartnersCambridge, ON
CA$82,000.00–CA$100,000.00 yearlyCA$82,000.00–CA$100,000.00 yearly

Manager, Coordination Excellence.Supporting our nursing, therapy, and personal support service lines, this role will help ensure that coordination processes are efficient, consistent, and focused o... Show more

 • Promoted

Manager

Tim HortonsCambridge, ON
Full-timeFull-time

In 1964, the first Tim Hortons® restaurant in Hamilton, Ontario opened its doors and Canadians have been ordering Tim Hortons iconic Original Blend coffee, Double-DoubleTM coffees, Donuts and Timbi... Show more

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Client Service Specialist

Client Service Specialist

The Steele Groupcambridge, region of waterloo, Canada
11 hours ago
Job description

As a Client Service Specialist, you are the first point of contact for our clients, creating a welcoming space for all visitors. You will provide support to the financial advisors and team members, as you are an essential part of The Steele Group.

As a Client Service Specialist, you will be the first point of contact between our clients and our company. This role is particularly well suited to dedicated self-starters who enjoy challenges, thrive on problem solving, and pride themselves in their excellent communication and interpersonal skills. Also, those who possess strong time-management and prioritization skills to work in a fast-paced environment. An understanding of the financial services sector would be an asset - particularly in areas such as Investments, Insurance, Company Benefits & Pensions.

Duties and Responsibilities:

  • Welcome clients and visitors to the office
  • Distribute correspondence and redirect phone calls
  • Ensure to execute all administrative tasks in a timely manner and with adherence to the highest quality standards
  • Support the client relationship through interacting directly with team members and clients to ensure meeting readiness, including providing non-technical responses to client questions, as well as, guidance through set-up and ongoing use of online financial tools
  • Maintain advisor calendars and schedule all virtual and in-person client-advisor meetings, including time, location and costs, based on client segmentation
  • Plan the logistics of the client-advisor meetings outside of the office, including time and location,
  • Coordinate client-advisor meeting services at the office such as, rooms, transportation, and food service (if required)
  • Monitor client-advisor meeting activities to ensure satisfaction of all parties
  • Prepare envelopes for mailings and complete post mailings as needed
  • Prepare courier package for pick up, maintain postage in the postage meter
  • Prepare, scan, send and receive forms
  • Maintain marketing materials and office supply inventories, including ordering replacement as needed
  • Maintain client database and electronic file management
  • Perform bank deposits as required
  • Complete miscellaneous administrative projects as needed
  • Strong interpersonal skills to interact appropriately with all clients
  • Time-management and prioritization skills to work in this fast-paced environment

Technical Skills

  • Windows 10
  • Microsoft Word 2018/365
  • Microsoft PowerPoint 2018/365
  • Microsoft Outlook 2018/365

Familiarity with the following programs is considered an asset:

  • Team collaboration software: Microsoft OneNote, Teams

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