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.
About the role
- Client Services Representative handling contract inquiries for DLL, a global asset finance company. Resolving customer issues, managing cases, and processing paperwork in a hybrid Burlington role.
Responsibilities
- Handle inbound requests by phone, email, and mail from customers, vendors, brokers, and agents regarding active, non-delinquent contracts
- Prepare and process paperwork related to customer and vendor requests
- Respond to customer questions and inquiries and resolve issues within guidelines
- Interact with vendors and end-user customers
- Warm-transfer calls to other DLL staff members as required
- Meet turnaround times and advise the Manager or Team Leads when service levels are at risk
- Participate in department and cross-functional initiatives
- Respond to customer and vendor queries regarding active contracts and resolve related cases
- Review contracts and investigate more involved issues to determine scope and take corrective action
- Prepare required paperwork to resolve or correct customer issues
- Manage an individual daily caseload and follow up on open cases
- Manage SLAs on new cases
- Support the 24–48 hour first-touch response goal
- Respond to customer escalations and communicate solutions appropriately
- Report to Client Services Team Leads and the Manager of Client Services
Requirements
- Minimum college diploma in business or administration, or equivalent customer service experience
- Minimum of 1–2 years customer service experience
- Strong interpersonal, written, and verbal communication skills
- Self-directed, decisive, and goal oriented
- Comfortable working in an empowered work environment with established goals and limited step-by-step direction
- Strong relationship-building skills and ability to work as part of a team
- Strong organizational and planning skills
- Strong aptitude for working with numbers and basic knowledge of accounting practices
- Ability to work in a very fast-paced environment
- Experience working in CRM platforms
- Bilingualism (French/English) is considered an asset but is not required
- Successful completion of a background check
Benefits
- Two working days per year volunteering for a local charity
- Bonus plan
- Remote working from home opportunities
- Flexible hours
- Career development opportunities: online learning, member development programs, Tuition reimbursement program.
- Outstanding Medical, Dental, Vision and Paramedical benefit programs
- Employer paid defined contribution pension plan
- Industry leading Vacation package
- Subsidized Gym membership programs
- Employee Referral program
- Open concept modern working environment
- Healthcare benefits
- Sick leave
- Parental leave
- Possible discretionary bonuses
- Wellbeing support
- Hybrid working flexibility
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
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 Manager driving profitable growth for assigned retail and CPG accounts at Mosaic marketing agency. Managing client plans, analytics, promotions, budgets, and strategic recommendations.
Assurance Supervisor leading audit, review, compilation, and tax engagements for RSM’s private - client services practice. Supervising teams, managing client deliverables, and applying risk - based assurance methodologies.
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.
Securities member/client services agent supporting Desjardins investment advisors and clients. Handling account inquiries, sales support, business development, and securities products.
Global Client Support Manager leading StoreForce’s retail workforce SaaS helpdesk. Managing global support teams, SLAs, analytics, escalations, and AI - enabled service improvements.
TD wealth management client service associate supporting Investment Advisors with client administration, reporting, compliance, and referrals. Hybrid role serving high - value investment clients.