Senior Client Services Manager
Easily applyUrgently hiringCelernus Investment Partners IncBurlington, ON L7N 2G3- $60,000–$75,000 a year
- Full-time
- Coach and mentor junior service staff to help develop their technical and professional capabilities.
- Participate in internal service and operations meetings,…
Head of Service
Easily applyUrgently hiringDeep Trekker Inc.Kitchener, ON N2R 1S1- $110,000–$130,000 a year
- Full-time +1
- Dental care
- Company pension
- RRSP match
- Casual dress
- On-site parking
Often responds in 6 days- High standards for customer experience and service quality.
- The Head of Service is responsible for Deep Trekker's global post-sale customer experience, ensuring…
View similar jobs with this employerTerritory Manager/Customer Service Manager
Easily applyCanadian LinenVictoria, BC V8T 1C5- $65,000–$74,000 a year
- Full-time
- Employee assistance program
- Direct research into causes of customer complaints;
- Maintain employee and customer retention rate through active communication and problem-solving efforts;
- TP CanadaToronto, ON M4P 3A4
- $47,000 a year
- Full-time
- Dental care
- Teleperformance is a leading provider of customer experience management, offering premier omnichannel support to top global companies.
- Be One of Our People:
View similar jobs with this employerCustomer Service Representative Supervisor
Easily applyNewAinger GroupNew Lowell, ON- From $24 an hour
- Full-time
- Mentor frontline customer service representatives to maintain reliable service delivery.
- The opportunity to mentor, train, and develop your own customer service…
Customer Service - Team Lead
Easily applyOften replies in 1 dayGoodmorning comEdmonton, AB T5K 2L9- Full-time
- Dental care
- Employee assistance program
- RRSP match
- Minimum of 1 year of experience leading or supervising a customer service team.
- Minimum of 3 years of experience in a customer service or contact centre…
- InsurityMontréal, QC
- $65,000–$109,000 a year
- Fixed term contract
- Paid time off
- Work from home
- Provide tool self-service support for customers.
- Minimum 1-3 years' experience minimum in customer success related role, interfacing and working directly with…
- TP CanadaToronto, ON M4P 3A4
- $60,000 a year
- Full-time
- Monday to Friday
- Dental care
- We also provide services in 300 languages and dialects.
- Teleperformance is a leading provider of customer experience management, offering premier omnichannel…
- TP CanadaToronto, ON M4P 3A4
- $60,000 a year
- Full-time
- Monday to Friday
- Dental care
- We also provide services in 300 languages and dialects.
- Teleperformance is a leading provider of customer experience management, offering premier omnichannel…
- TP CanadaToronto, ON M4P 3A4
- $52,000 a year
- Full-time
- Dental care
- Strong business acumen with a solid understanding of customer operations and service delivery models.
- Teleperformance is a leading provider of customer…
View similar jobs with this employerSephoraNorth Bay, ON- $54,800–$74,000 a year
- Full-time +2
- Weekends as needed +2
- Paid time off
- Life insurance
- Extended health care
- You have a minimum of 2-4 years of management experience in the beauty, retail, or customer service industry or equivalent internal experience.
View similar jobs with this employerCustomer Solutions Manager
Easily applyNewUnified Valve Group Ltd.Edmonton, AB- Day shift
- Exceptional communicator, presenter and customer service oriented.
- Maintain communication with all relevant stakeholders to ensure complete, timely and accurate…
- Liebherr-Canada Ltd.Abbotsford, BC
- Full-time
- Paid vacation
- RRSP match
- Handle calls for service department including service issues, scheduling customer equipment for service and concerns of scheduled customer meetings.
Superviseur(e) service
Easily applyTechlift InternationalQuebec City, QC G2C 2J2- From $75,000 a year
- Full-time
- Paid time off
- Dental care
- Life insurance
- Employee assistance program
- Disability insurance
- Extended health care
- Tu aimes le services clients ?
- Répondre aux appels des clients, s’assurer d’obtenir tous les renseignements nécessaires à la demande de service, entretenir de…
View similar jobs with this employerCustomer Solutions Manager
Easily applyNewUnified Valve Group Ltd.Calgary, AB- Day shift
- Exceptional communicator, presenter and customer service oriented.
- Maintain communication with all relevant stakeholders to ensure complete, timely and accurate…
View similar jobs with this employerCommissionaires Victoria, The Islands And YukonNanaimo, BC V9S 1G5- $70,000–$75,000 a year
- Full-time
- Vision care
- Dental care
- Life insurance
- Disability insurance
- Paid vacation
- RRSP Contribution
- We are a full-service security services company operating as a Not-for-profit with a diverse customer base of commercial, residential and government accounts.
Customer Service Supervisor 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