Senior Client Services Manager
Easily applyUrgently hiringCelernus Investment Partners IncBurlington, ON L7N 2G3- $60,000–$75,000 a year
- Full-time
- Set up billing in Croesus for new clients and coordinate approvals with Accounting/Compliance.
- Our boutique structure and disciplined approach let us deliver a…
Data Analyst
Easily applyUrgently hiringEthreeSt. John's, NL- $70,200–$95,000 a year
- Monday to Friday +3
- Dental care
- Proven experience developing and implementing health-related datasets (ie physician workforce data, health system utilization, primary care performance…
Administrative Assistant
Easily applyUrgently hiringVIPOND INC. | FIRE-TECHMount Pearl, NL A1N 4P9- $18–$22 an hour
- Full-time
- Monday to Friday
- Paid time off
- Vision care
- Dental care
- Life insurance
- Employee assistance program
- Profit sharing
- Investigate and resolve billing discrepancies.
- Our team of approximately 1,100 specialists is comprised of sales representatives, professional engineers,…
Treasurer
Easily applyNewThe Corporation of the Township of IgnaceIgnace, ON- $120,000–$140,000 a year
- Full-time
- Monday to Friday +1
- Paid time off
- Vision care
- Dental care
- Relocation assistance
- Life insurance
- Disability insurance
- Functional Collaboration: Office Coordinator (reports to Clerk); provides financial direction on cash receipts, deposits, utility billing, and accounts…
Treasurer
Easily applyNewThe Corporation of the Township of IgnaceIgnace, ON- $120,000–$140,000 a year
- Full-time
- Monday to Friday +1
- Paid time off
- Vision care
- Dental care
- Relocation assistance
- Life insurance
- Disability insurance
- Functional Collaboration: Office Coordinator (reports to Clerk); provides financial direction on cash receipts, deposits, utility billing, and accounts…
View similar jobs with this employerTP CanadaToronto, ON M4P 3A4- $22.50 an hour
- Full-time
- Monday to Friday
- Dental care
- Experience in returns, credits, or billing resolution processes.
- Utilize advanced support technologies and processes engineered to achieve outstanding results.
Junior Billing Specialist
Easily applyBluewater GroupDartmouth, NS B3B 1L6- $45,000–$50,000 a year
- Full-time +1
- Paid time off
- Vision care
- Dental care
- Life insurance
- Disability insurance
- RRSP match
- Analyze billing trends and provide insights to improve billing processes.
- Implement best practices to streamline billing procedures.
- Accomsure Ltd.Calgary, AB T2H 0N4
- Full-time +1
- Paid time off
- Vision care
- Dental care
- Life insurance
- Casual dress
- Company events
- Monitor billing accuracy, produce statements, and follow up on outstanding payments with persistence.
- Accomsure* is the first Canadian full service Additional…
Office Administrator & Compliance Coordinator
Easily applyUrgently hiringTerra Remote Sensing Inc.North Saanich, BC- $58,000–$62,000 a year
- Full-time
- Overtime
- Tuition reimbursement
- Paid time off
- Vision care
- Dental care
- Paid sick leave
- Life insurance
- Coordinate project invoices and prepare client billing.
- Terra Remote Sensing provides international geospatial data acquisition, processing and analysis for…
Senior Property Accountant
Easily applyUrgently hiringBari Asset Management Inc.Ottawa, ON K2E 8C3- $65,000–$80,000 a year
- Full-time +1
- Monday to Friday
- Paid time off
- Vision care
- Dental care
- Disability insurance
- Company events
- Extended health care
- Set up and maintain tenant’s recovery in accordance with lease language; calculate and record monthly and annual operating costs and realty tax recovery…
Senior Accountant & Financial Operations Lead
Easily applyAtypia Holdings, AMP, and Ravines Medical GroupHalifax, NS- $70,000–$95,000 a year
- Full-time
- Paid time off
- Vision care
- Dental care
- Life insurance
- RRSP match
- Extended health care
- Maintain organized accounting and financial records, including tenant billing and lease documentation.
- Experience in commercial real estate accounting, lease…
Property Manager Nunavut Relocation
Easily applyUrgently hiringEskimo Point Lumber SupplyWinnipeg, MB- $70,000 a year
- Full-time +1
- Housing allowance
- Vision care
- Dental care
- Relocation assistance
- Life insurance
- Disability insurance
5 hires made in past 30 days- Responsible for preparation and control of purchase orders and coordinating work with trades; ensure accurate billing of work.
- Job Types: Full-time, Permanent.
Finance Manager / Controller
Easily applyUrgently hiringConfidentialVictoria, BC- $110,000–$140,000 a year
- Full-time +1
- Vision care
- Dental care
- On-site gym
- Company events
- Extended health care
- On-site parking
2 hires made in past 30 days- Experience with progress billing and cost-plus construction accounting.
- Prepare progress billings, cost-plus invoicing, and customer invoices.
- Fiera CapitalMontréal, QC H3A 0H5
- Full-time
- Cultivate strong relationships with clients becoming the “go to” person for account specific information, which can include portfolio investment performance,…
Community Manager
Easily applyUrgently hiringICM Property Services Inc.Edmonton, AB- From $70,000 a year
- Full-time +1
- Minimum of 40 hours per week
- Mileage reimbursement
- Tuition reimbursement
- Paid time off
- Dental care
- Employee assistance program
- RRSP match
Often responds in 1 day- Responsible for building revenue and controlling expenses, including preparing and operating within an approved budget; analyzing and approving time sensitive…
Senior Accountant
Easily applyUrgently hiringSpire Construction IncDelta, BC V4G 1H5- $75,000–$90,000 a year
- Full-time +1
- Preparing monthly customer billing invoices.
- The Senior Accountant reports to Controller, and is responsible for fully cycle accounting including but not…
Md Billing jobs
Sort by: relevance - date
Get e-mail updates for the latest Md Billing 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.
Career Resources:
Job Post Details
Senior Client Services Manager - job post
1100 Walkers Line, Burlington, ON L7N 2G3
$60,000–$75,000 a year - Full-time
Job details
Pay
- $60,000–$75,000 a year
Job type
- Full-time
Location
1100 Walkers Line, Burlington, ON L7N 2G3
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