Client Services Representative

• Assign visits to nurses and home support workers based on local geography and client needs, while ensuring continuity of care and following guidelines and planning procedures
• Manage daily tasks, including receiving and processing client referrals and updates, and responding to phone inquiries from clients, doctors, service providers, and other agencies
• Handle scheduling by managing advanced plans and making daily adjustments due to sick calls, client cancellations, and new client admissions, while also taking care of administrative duties
• Work closely with team members and management to ensure adequate staffing levels each day and deliver quality care. Also, forecast staffing needs for the week
• Support clients, nurses, and home support workers to ensure they receive high-quality care
• Adapt to a fast-paced environment with changing priorities while meeting daily and weekly scheduling deadlines
• Protect confidential information about clients, colleagues, suppliers, and VON's operations
• Perform other duties as assigned

Client Service Associate – Planning & Scheduling

• Main point of contact for the customer to the Technology organization: gathers and channels all customer communication related to system support and evolution.
• Can communicate directly with the customer or indirectly via Sales organization.
• Gathers information about problems, issues and incidents.
• Coordinates system recovery and fixing (both short and long term activities).
• Gathers customer requirements and channels for future evaluation and implementation.
• Communicates to customer and Sales organization any technology related developments with impact on the customer activities, in particular communicates Global issues.
• Cooperates with the customer and Sales organization in scheduling of planned activities of technology teams.
• Provides estimates and schedules for planned work to the customer and sales organization.
• Responsible for channeling customer requirements to support organizations.
• Responsible for assuring involvement of proper support resources in planned and ad hoc activities.
• Responsible for internal communication and information flow to support organizations.
• Overall forecasting of technology effort and spending related to site services/support.
• Responsible to ensure that the status report is accurate on the IGT tools (i.e. PPM).
• Attending status meeting with Customer/Sales Organization.
• Creation or supervision of PAF (Project Approval Form) paperwork and entering the appropriate numbers based on the estimation processes.
• Approves the contents of budgets and seeks management approval for the funding.
• Review actuals and ensure that any issues between actuals vs. budget are managed.
• Responsible for delivery scope definition and agreement with the customer/Sales organization.
• Responsible for kicking off estimating and scheduling of deliveries.
• Review and approval of estimates.
• Work with components/disciplines managers to assure proper staffing.
• Responsible to ensure that the Software Requirements Specification document is complete and gets baselined (if applicable).
• Responsible for projects/batches oversight.
• Seek and obtain customer approval for releases.
• Responsible for any documentation required by the customer or the IGT data centers.
• Responsible for organization of hotline support for the site and assuring proper coverage (cooperation with component leads).
• Coordinate daily issues to resolution and ensure that the team understands priorities.
• Responsible that the Technical Data Package is kept up to date.
• Responsible for prompt reporting to upper management of production issues and their resolution.

Client Service Manager

• Assist members and clients, listen to their needs, handle their requests and answer their questions
• Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want.
• Help close sales, process transactions and follow up as needed.
• Ensure member and client satisfaction
• Take phone calls, handle information requests and forward them to the right person
• Seize business opportunities and help increase sales through solicitation.

Sales and Service Agent

• Support delivery of program services that support participants’ physical, social, emotional, and spiritual well being as assigned by the Supervisor.
• Assist in conducting interviews, assess participant needs, and complete referrals for services such as funding, treatment, and daily living supports.
• Complete intake, discharge, and service cessation processes in accordance with program requirements.
• Pack or dispose of participant belongings in alignment with organizational policy.
• Respond to crises and emergencies, utilizing de escalation techniques and appropriate interventions.
• Assist with social, recreational, community, and life skills activities.
• Support participant development in areas such as hygiene, laundry, cooking, food handling, and general daily living skills.
• Encourage positive decision making and problem solving through a participant centered, self determination approach.
• Facilitate social skill development and promote healthy interpersonal interactions in collaboration with the team.
• Assist participants in maintaining clean, organized, and clutter free living spaces.
• Provide case management support as required.
• Operate a program transport vehicle (up to 7 passengers) when needed.
• Assist with food preparation and cooking duties as assigned.
• Administer Naloxone in cases of suspected opioid poisoning and provide first aid within certification and safety guidelines.
• Administer urine drug screening tests in accordance with program protocols.
• Assist in maintaining adequate supplies and help ensure program equipment is in good working order.
• Address rule violations, document incidents, and notify appropriate staff.
• Contribute to training and orientation of new or existing staff.
• Participate in program development, policy implementation, and special events as requested.
• Maintain a clean, organized work environment and submit service requests when needed.
• Manage medication storage, administration, dispensing, and documentation in line with program requirements.
• Assist facilitators with participant classes, including cooking, leadership, and teamwork activities.
• Uphold respectful, collaborative relationships with interdisciplinary team members and report relevant participant or workplace concerns.
• Complete all required documentation, including Transitional Plans, case notes, and incident reports, in accordance with organizational and legal standards.
• Attend staff meetings, case management meetings, internal training, and external meetings as directed.
• Prepare reports, surveys, and statistical data when requested.
• Perform other duties as assigned.

Client Care Support

• Handle incoming and outgoing mail for the Client Service team.
• File enrolments and member change requests as appropriate.
• Manage the general email inbox - converting requests onto appropriate platforms.
• Support the portal approvals process for standard transactions.
• Complete written communications and letters to Plan Members and Plan Sponsors.
• Support the month end billing cycle.
• Perform accurate and timely data entry tasks, while supporting various ad hoc administrative duties as needed to ensure smooth operations.

Client Service Administrator

• Lead, coach, and develop the Client Services team through hiring, onboarding, training, performance reviews, development planning, and employee engagement initiatives
• Develop annual departmental goals, workforce plans, service strategies, and operational roadmaps aligned with corporate objectives
• Oversee all policy servicing functions including AOR changes, Letters of Direction, ownership changes, beneficiary changes, carrier transfers, orphan policy management, and policy maintenance requests
• Monitor workloads, staffing requirements, and capacity planning to ensure service levels are maintained during periods of growth
• Serve as the primary escalation point for complex servicing issues, carrier concerns, agent complaints, and cross-functional operational challenges
• Build strong carrier relationships and collaborate on improvements that enhance the client and agent experience
• Partner with Contracting, New Business, Commissions, Broker Support, Compliance, IT, Accounting, and Leadership teams
• Develop, document, and maintain SOPs, workflows, training materials, knowledge articles, and carrier reference guides
• Lead process improvement initiatives focused on reducing cycle times, increasing accuracy, and improving scalability
• Identify, evaluate, and implement AI, automation, and technology solutions that improve efficiency and service delivery
• Establish quality assurance standards, audit completed work, identify trends, and implement corrective actions
• Ensure compliance with carrier requirements, privacy regulations, and company policies while mitigating operational risk
• Utilize dashboards, reporting, and business intelligence tools to support data-driven decision-making
• Create agent education resources and communication processes designed to reduce servicing errors and incomplete submissions
• Provide executive leadership with KPI reporting, recommendations, forecasts, and strategic initiatives

Client Services Manager

• Provide personalized member/client service and experience to clients with complex needs.
• Propose personalized and effective solutions that meets their needs and expectations.
• Work with the advisor to manage member and client files.
• Proactively inform members and clients about our digital solutions.

Client Financial Services Agent – Service Signature

• Provide personalized member and client service and support to clients with complex needs.
• Be attentive to members' and clients' needs and propose tailored, effective solutions that meet their expectations.
• Identify business opportunities and offer personalized advice to support optimal business development.
• Collaborate with the advisor to manage member and client files: open accounts, prepare meetings, and follow up on member and client requests.
• Ensure the execution of all member and client banking account operations.
• Proactively inform members and clients about our digital solutions and enable them to interact with Desjardins using their preferred channel.
• Assist with managing the advisor's schedule and emails.
• Develop and maintain strong knowledge of Desjardins products and services as well as competitors' offerings.

Client Financial Services Agent – Signature Service

• Own the success of a $4–8M book of online program business, driving year-over-year growth and profitability.
• Lead and manage operations for multiple SPP retail boutique locations, including staffing, training, scheduling, associate performance, and retention.
• Partner with Sales to develop and execute account strategies, including business plans, client calendars, inventory strategies, and marketing initiatives.
• Act as the primary client contact for assigned programs, building strong, trusted relationships.
• Ensure programs meet launch dates, margin targets, SKU counts, and budget expectations.
• Manage inventory, purchasing, and merchandising strategies across both online stores and retail boutiques.
• Oversee project management activities, ensuring timelines, deliverables, and internal coordination are met.
• Forecast sales, manage store expense budgets, and produce sales and merchandise reporting.
• Lead, coach, and develop a team of Account Services and Retail associates, fostering a culture of collaboration, accountability, and continuous improvement.
• Travel as required to support client meetings, site sales, supplier visits, and retail locations.

Client Services Manager, Retail Programs – Bilingual (English/French)

• Handle client requests
• Perform tasks and research as needed, and recommend appropriate solutions
• Help colleagues manage their agenda and emails
• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations
• Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want
• Seize business opportunities and participate in sales development initiatives

Client Financial Services Agent

• Responsible for the management and growth of the Royal Trust Indigenous Wealth team, nationally
• Lead the implementation of risk management initiatives (Example: Dashboard management, business acceptance)
• Ensure implementation of client centric service models for the region
• Assists the Leader of the Indigenous Wealth team to manage the overall National indigenous wealth team by providing direction, technical support, coaching and development of employees to provide quality client service and improve business profitability and reduce business risk
• A team player, manager and leader at the regional and local level who will also be responsible for improving business growth with internal and external Centres of Influence (COIs)
• Coach and role model key behaviors of top performers (e.g., putting clients first, collaborating as partners, develop others, prioritizing for impact, etc.)
• Develops relationships within RBC network and community partners
• Promotes the collaboration between the team, RBC network and Wealth Management partners
• Successfully maximizes the deployment, productivity and effectiveness of all team members for greatest gain in revenue and client loyalty in their market
• Works closely with our National Office Professional Practice Group and Risk and Regulatory team to ensure compliant business practices

Director, Client Service and Risk Management – Indigenous Wealth

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection
• Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
• Provide significant business development support
• Assist members and clients, providing excellent customer service
• Create offers for routine transactions, and help sell products and services based on the needs of members and clients
• Tailor approach based on members’ and clients’ needs
• Handle client requests
• Perform tasks and research as needed, and recommend appropriate solutions
• Help colleagues manage their agenda and emails
• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations
• Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want
• Seize business opportunities and participate in sales development initiatives

• Providing a best-in-class service experience to the Sterling Brokers book of clients and plan members
• Supporting day-to-day inquiries and escalations from your clients and members
• Answering questions about benefit coverage, claims processes, registration, and insurance carrier rules
• Supporting escalations from clients and members to ensure a swift resolution
• Participating as an active member of our CSS Team which meets daily to ensure alignment on priorities and support any issues that arise day to day
• Contributing to cross-functional initiatives to innovate and improve our client journey, SCB products, and other improvement initiatives
• Other duties as assigned

Client Service Specialist

• Work closely with advisors to provide personalized support to members and clients
• Support advisors in delivering services and maintaining client relationships
• Handle client inquiries and recommend appropriate solutions
• Assist colleagues with managing their schedules and emails
• Help members and clients select tools and channels based on their preferences
• Identify business opportunities and contribute to sales development initiatives

• Provide first-line client support via email, phone and chat
• Contribute to the development and updating of resources for staff and clients
• Participate in initiatives focused on the continuous improvement of services and processes
• Support cross-functional project teams as needed

Bilingual Client Service Coordinator

• Help solicit, develop, and maintain business relationships with members and clients
• Provide customer service and sell specialized products and services through multiple distribution channels based on member/client needs
• Drive results by reviewing information requests for specialized products and services and promoting and selling them according to client needs and the unit’s business objectives and strategies
• Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Advise members and clients on specialized products and services and ensure their satisfaction
• Review client needs and compile and analyze relevant data
• Assist members and clients by listening to their needs and proposing personalized solutions
• Help identify your unit’s operational risks and opportunities for improvement
• Stay up to date on the latest standards, products, and services in your field.

Advisor, Member/Client Sales and Service

• Establish, develop and maintain relationships with advisors and key members of their offices
• Ensure resolution in accordance with Fidelity's policies and procedures
• Act as an expert on operational policies and procedures within FIC
• Promote and support new system and service offerings
• Organize service review discussions with clients and develop action plans to resolve issues

Client Experience Manager, Bilingual

• Handle client requests.
• Perform tasks and conduct research as needed, and recommend appropriate solutions.
• Assist colleagues with managing their calendars and emails.
• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
• Help members and clients choose and get the most out of their tools and channels based on their desired level of independence and automation.
• Identify business opportunities and participate in sales development initiatives.

• Work closely with advisors to provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Address members’ and clients’ immediate needs by providing prompt solutions related to investments, financing, and protection
• Use interpersonal skills and clear communication to ensure member/client satisfaction
• Provide significant support for business development
• Assist members and clients by delivering excellent customer service
• Prepare proposals for routine transactions and recommend products and services based on client needs

Client Financial Services Representative

• Respond to customer or vendor queries regarding active contracts, and resolve cases as related to the inquiry
• Review contracts and investigate as required to determine scope of more involved issues in order to take necessary action and prepare required paperwork to resolve or correct customer issues
• Manage individual caseload on a daily basis, following up on open cases; managing SLA’s on new cases
• Participate in ongoing departmental operational projects and process improvement initiatives; working with Team Leads and Manager directly

Client Services Representative jobs in Canada

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Client Service Associate – Planning & Scheduling

Client Service Manager

Sales and Service Agent

Client Care Support

Client Service Administrator

Client Services Manager

Client Financial Services Agent – Service Signature

Client Financial Services Agent – Signature Service

Client Services Manager, Retail Programs – Bilingual (English/French)

Client Financial Services Agent

Director, Client Service and Risk Management – Indigenous Wealth

Client Financial Services Agent

Client Service Specialist

Client Financial Services Agent

Bilingual Client Service Coordinator

Advisor, Member/Client Sales and Service

Client Experience Manager, Bilingual

Client Financial Services Agent

Client Financial Services Representative

Client Services Representative – Co-op