Member/client service advisor investigating fraud cases and advising clients on risk avoidance. Maintaining business relationships and ensuring satisfaction in compliance with standards.
Responsibilities
Analyze and investigate particular, unusual and risky cases for the organization
Take the necessary actions to avoid monetary losses
Advise members and customers who are victims of fraud on how to avoid potential monetary losses
Establish an advisory relationship by identifying current and potential needs and supporting client retention
Collect, compile and analyze data
Prepare reports and recommendations
Help identify your unit’s operational risks and opportunities
Requirements
College diploma in a related field
A minimum of two years of relevant experience
Knowledge of French is required
Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
Benefits
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
Client Services Coordinator managing systems, service requests, onboarding, and process improvement. Supporting a Toronto SaaS company serving home - services businesses across North America.
Senior client support consultant helping CIBC, a relationship - oriented bank, improve client service and advisory practices. Coaching leaders, analyzing service trends, and driving operational consistency.
Client Support Coordinator supporting Canadian entrepreneurs through BDC’s Virtual Business Centre. Handling bilingual inquiries, administrative workflows, documentation, and client follow - ups in a hybrid environment.
Private Trust Associate supporting Indigenous trust administration and client relationships for TD Wealth. Building expertise in trusts, estates, governance, and wealth management across Ontario.
Client Services Assistant supporting admissions, registration, and student records at Okanagan College. Providing client service and advising applicants across British Columbia campuses.
BDC team lead guiding Client Support Coordinators across British Columbia. Overseeing regional operations, performance, events, and facilities while supporting Canadian entrepreneurs.
Global Client Support Manager leading StoreForce’s retail workforce SaaS helpdesk. Managing global support teams, SLAs, analytics, escalations, and AI - enabled service improvements.