Senior Client Services Manager
Easily applyUrgently hiringCelernus Investment Partners IncBurlington, ON L7N 2G3- $60,000–$75,000 a year
- Full-time
- Our boutique structure and disciplined approach let us deliver a personal, highly attentive client experience.
Director - Meeting & Event Planner
Easily applyUrgently hiringCompass Group CanadaToronto, ON- $80,000–$88,000 a year
- Full-time
- Paid time off
- Vision care
- Dental care
- Life insurance
- RRSP match
- Extended health care
2 hires made in past 30 days- The Director, Events & Catering is responsible for the strategic leadership, planning, and execution of hospitality programs, including Conferences Centre,…
Class 1 Driver
Easily applyCompass Access Solutions Ltd.County of Grande Prairie No. 1, AB- $37–$43 an hour
- Full-time
- Dental care
- Life insurance
- Employee assistance program
- Company events
- Extended health care
- They must also have a valid class one license with clean abstract.
- Safe operation of vehicle on and off road in all weather conditions.
Warehouse Associate
Easily applyColor Compass CorporationWinnipeg, MB R3H 0M9- From $17.50 an hour
- Full-time +1
- Monday to Friday
- Paid time off
- Dental care
- Paid sick leave
- Life insurance
- Employee assistance program
- Disability insurance
- Candidates must be available to work full time, Monday – Friday, 8am -5pm (two 15-minute breaks and one 30-minute lunch).
- Maintain a tidy work environment.
- Compass Group Canada LtdVancouver, BC
- $65,000–$75,000 a year
- Full-time
- Paid time off
- Vision care
- Dental care
- RRSP match
- Extended health care
- Ensure excellent client relationships and guest experience with the service and menu options.
- Main point of contact for all clients, guests and Compass upper…
View similar jobs with this employerEnvironmental Services Manager
Easily applyCompass Group Canada LtdGreater Sudbury, ON- $75,000 a year
- Permanent
- RRSP Contribution
- We are committed to offering competitive compensation and comply with all applicable pay transparency legislation.
- The Home Depot CanadaPointe-Claire, QC
- Full-time
- Merchandising Execution Project Associates (MEPA) will support in store activities perform in-store merchandising service activities such as merchandising…
- SCORToronto, ON
- The Chief Agent & Head of SGL Canada serves as the senior-most executive responsible for the overall leadership, governance, financial soundness, and strategic…
Sous Chef - High Volume & Minimum 2 Years Experience
Easily applyMultiple openingsRestaurant AssociatesDorval, QC- $58,000–$60,000 a year
- Full-time
- Weekends as needed +2
- Vision care
- Dental care
- On-site parking
- Must be willing to obtain a Criminal Record Check.
- Must be willing to work weekends, evenings, and holidays as required.
- Compass Geomatics Ltd.Calgary, AB
- Full-time
- Dental care
- Employee assistance program
- Profit sharing
- RRSP match
- Extended health care
- We provide a comprehensive benefits package, an RRSP matching program, competitive salaries, and annual profit-sharing opportunities.
- VizzionNorth Vancouver, BC
- $35–$50 an hour
- Full-time +1
- 35 hours per week
- Tuition reimbursement
- Vision care
- Dental care
- Flexible schedule
- Wellness program
- Casual dress
- Believes rewards should follow meaningful results, with engineers who make a real impact on the product and the company sharing in that success.
Accountant – Finance Systems and External Reporting
Easily applyUrgently hiringCompass Early Learning and CarePeterborough, ON- $75,000–$80,000 a year
- Permanent
- Childcare assistance
- Paid time off
- Dental care
Often responds in 7 days- This role will contribute to and strengthen the day-to-day financial operations and systems of Compass Early Learning and Care.
Chef - Corporate Hospitality
Easily applyCompass Group CanadaToronto, ON- $60,000–$70,000 a year
- Full-time +1
- Paid time off
- Vision care
- Dental care
- Employee assistance program
- Disability insurance
- Discounted or free food
- You'll ensure the highest quality of food, exceptional service, and a positive guest experience.
- Lead the cooking and preparing of food based on approved…
Chef - Corporate Hospitality
Easily applyCompass Group CanadaToronto, ON- $60,000–$70,000 a year
- Full-time +1
- Paid time off
- Vision care
- Dental care
- Employee assistance program
- Disability insurance
- Discounted or free food
- You'll ensure the highest quality of food, exceptional service, and a positive guest experience.
- Lead the cooking and preparing of food based on approved…
- UnileverRexdale, ON
- $98,200–$147,200 a year
- Full-time
- Vision care
- Dental care
- Life insurance
- Disability insurance
- Designated paid holidays
- Paid vacation
- Reporting to the Head of Factory, this role is accountable for end-to-end capital delivery, asset reliability, utilities optimization, and engineering…
Chef de Partie
Easily applyCompass Group CanadaBurnaby, BC- $23–$28 an hour
- Full-time
- Weekends as needed
- Position Type:* Full-Time, Flexible Availability Required.
- As a Chef de Partie, you will run a designated kitchen section, ensuring that top-tier meals are…
Compass Canada jobs
By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.
People also searched:
Career Resources:
Job Post Details
Senior Client Services Manager - job post
Job details
Pay
- $60,000–$75,000 a year
Job type
- Full-time
Location
Full job description
Celernus Investment Partners
About Us
Celernus Investment Partners was founded in 2011 to deliver disciplined investment management through a boutique, relationship-driven model. What began as a firm serving high-net-worth families has grown to support institutional investors and financial advisory businesses across Canada.
As our platform has expanded into wealth management, private credit, real estate, and insurance, one principle has remained constant: relationships matter as much as returns.
Our boutique structure and disciplined approach let us deliver a personal, highly attentive client experience.
Role Overview
Celernus is seeking a Senior Client Services Manager to lead client onboarding, account administration, and operational support. Reporting to the firm’s Senior Partners and working closely with our Investment Counsellor, this role coordinates client service activity across the firm while maintaining direct client and advisor interaction.
This role is ideal for a seasoned client service professional who thrives in a hands-on boutique environment. You enjoy owning complex processes end-to-end, solving problems proactively, and ensuring clients feel supported at every step. You are both a doer and a leader — someone who elevates the client experience while helping strengthen the service capabilities of the entire team.
Key Responsibilities
Client Onboarding & Relationship Support
- Lead and manage all new client onboardings — from initiation to completion — while providing proactive updates and an exceptional client experience.
- Coordinate all transfers, ensuring book values and account data move correctly from relinquishing custodians.
- Gather, track, and maintain KYC/IPS information to ensure ongoing regulatory compliance.
- Develop a deep understanding of each client’s personal and financial profile.
Operational Execution & Systems Ownership
- Manage and maintain the firm’s CRM system, ensuring accuracy and up-to-date client information.
- Set up all clients within NBIN systems (MyPortfolio+, Compass, etc.) and ensure accurate platform advisor configuration within NBIN and Croesus.
- Set up billing in Croesus for new clients and coordinate approvals with Accounting/Compliance.
- Manage internal client files, ensuring documentation is complete, organized, and privacy-compliant.
- Track and maintain valid personal identification documents for all clients.
Client Reporting & Account Administration
- Generate ad hoc client reporting (portfolio statements, transaction histories, etc.).
- Process account-level changes: RRSP to RRIF conversions, LIRA to LIF conversions, RESP administration, PAC/SWP setups, and annual RRIF minimum calculations.
- Support all aspects of account maintenance in partnership with the Investment Counsellor and Portfolio Managers.
Advisor & Custodian Support
- Train clients and platform advisors on the use of NBIN and Croesus tools as the firm’s internal “power user.”
- Liaise with NBIN to stay ahead of platform updates and translate new features into internal best practices.
- Participate in internal service and operations meetings, contributing to both advisory and operational initiatives.
Team Leadership & Development
- Coach and mentor junior service staff to help develop their technical and professional capabilities.
- Support a positive, collaborative team culture with a focus on continuous improvement.
Required Qualifications
- 5+ years of experience in client service, operations, or account administration within wealth management, investment management, or brokerage environments.
- Completion of, or willingness to complete, the Canadian Securities Course (CSC).
- Strong understanding of investment account structures and operational processes (NBIN and Croesus experience preferred).
- Excellent communication skills — written, verbal, and client-facing.
- High attention to detail and accuracy, with strong organizational skills.
- Ability to manage multiple priorities and meet deadlines in a dynamic, boutique environment.
- Demonstrated initiative, ownership mentality, and willingness to collaborate with PMs, partners, advisors, and clients.
- Proficiency in Microsoft Office, particularly Excel.
Compensation Package
- Salary: Commensurate with experience.
- Discretionary bonus program.
- Benefits package available.
Join Our Team
If this seems like a good fit, we would be happy to speak. Please send your resume and cover letter to:
Chris Grant
Senior Partner, Celernus Investment Partners
cgrant@celernus.com
We look forward to hearing from you.
Job Type: Full-time
Pay: $60,000.00-$75,000.00 per year
Work Location: In person