Director of Client Services growing tax - firm business through prospect development, consultative selling, and client expansion. Supporting Principals across service lines and traveling 50%+.
Sun Life student administrator supporting payout annuity pension plans, sponsor services, and member transactions. Hybrid Montreal or Waterloo role focused on reconciliation and missing - information follow - ups.
Medical underwriting client service specialist reviewing applications and coordinating carriers for People Corporation, a Canadian benefits and HR solutions provider. Maintaining accurate records and delivering client service.
Client Service Associate scheduling nursing and home support visits for VON Canada, a nonprofit home and community care provider. Coordinating referrals, staffing, and daily schedule changes.
Part - time securities service agent helping Desjardins members and clients with investment products and account requests. Supporting investment advisors through service, administration, and business development.
Client Care Specialist handling inbound customer calls, residential sales, and service scheduling for Abell Pest Control. Managing account issues, records, reports, and branch support.
Client Services Advisor supporting University of Toronto admissions, financial aid, and awards enquiries. Reviewing applications, maintaining records, and assisting prospective and current students.
Part - time Client Service Representative supporting CIBC, a relationship - oriented bank, with client accounts, transactions, and financial products. Connecting clients to appropriate banking specialists and promoting mobile banking solutions across Vancouver Island banking centres.