Client Operations Representative Jobs

Knowledge and proven experience with finance, budgeting and cost control principles

Ensures client transitions, from onboarding through offboarding, are properly supported and managed.

Maintains client reporting requirements and generate reporting templates in accordance with requirements.

4 years relevance work experience in client services or media operations

Advanced knowledge of Excel required.

Experience with contract / audit compliance.

Knowledge and proven experience with finance, budgeting and cost control principles

Ensures client transitions, from onboarding through offboarding, are properly supported and managed.

Maintains client reporting requirements and generate reporting templates in accordance with requirements.

4years relevance work experience in client services or media operations

Advanced knowledge of Excel required.

Experience with contract / audit compliance.

Previous experience in marketing, promotions, sales, or account management preferred

Experience in customer relationship management (preferred, not required)

Experience in a management or leadership role

Excellent written and verbal communication skills.

Setting individual sales targets with the sales team.

Tracking sales goals and reporting results as necessary

Must have a minimum of 5 years of experience in inventory management.

Ensures adherence to and compliance with Work Order Management process

Journeyman Parts Technician certification would be an asset.

Must have solid working knowledge of Oil & Gas parts/materials.

Interpersonal skills, self-confidence and negotiating skills for establishing working relationships with suppliers and vendors.

Initiate ACD (Add Change Delete) for materials when required.

Cash management experience is an asset

Regular interaction with internal business units and Banks to resolve payment/receipt queries and general Cash Management issues

Post-secondary program or equivalent experience

Minimum of 1 years’ full-time experience in the financial services industry particularly in a Banking role

Strong knowledge of Banking transactions

Good verbal and written communication skills, and ability to communicate well with internal departments, vendors and clients

You have experience in Project Management, Power BI, Content Management.

Complete basic training on systems (CRM, WEBS, etc.) and GroupHEALTH benefit and product offering

You have Post-Secondary Education, or relevant hands on experience.

Performing core responsibilities of the role with support and guidance

Have a firm grasp on responsibilities, and be able to concisely communicate priority shifts, and pivot accordingly when required

Use creativity to work with leaders to problem-solve requirements driven by departmental needs

Knowledge and proven experience with finance, budgeting and cost control principles

Ensure client transitions, from onboarding through offboarding, are properly supported and managed

Maintain client reporting requirements and generate reporting templates in accordance with requirements

Relevance work experience in client services or media operations

Advanced knowledge of Excel required.

Experience with contract / audit compliance.

Knowledge and proven experience with finance, budgeting and cost control principles.

Manage the annual performance review and goal-setting process for direct reports.

Post-secondary education in Media Communications, Advertising, Marketing or in a related field.

3+ years of relevant work experience in client services or media operations.

3+ years of experience in leading media operations functions.

Advanced knowledge of Excel required.

Knowledge and proven experience with finance, budgeting and cost control principles

Ensures client transitions, from onboarding through offboarding, are properly supported and managed.

Maintains client reporting requirements and generate reporting templates in accordance with requirements.

4years relevance work experience in client services or media operations

Advanced knowledge of Excel required.

Experience with contract / audit compliance.

Provide accurate and up to date management reporting as required. Ensure all invoices are billed and collected on time.

Liaise with investment managers, brokers and auditors for day-to-day operational issues;

Build and manage a team of client operations staff in performing accounting and administrative service. Allocate resources appropriately to maximize productivity.

Manager and assist with client deliverables and projects including, but not limited to, Distributions, new funds onboarding and liquidations.

Participate in global projects and committees to improve procedures and enhance our product offering

A working knowledge of Japanese investors or retail funds is an advantage

-Completed Degree/ Diploma in Finance, Business, Administration or related

-Keen eye for detail when tracking and formulating data

-Proficiency with Excel (Macros, V-Lookups, Familiarity with Access databases)

-Familiarity with the Canadian stock market is a high priority for this role

- Must have a minimum of 5 years of experience in inventory management.

• Leads field materials management in CMMS (

• Ensures adherence to and compliance with Work Order Management process

Responsibilities include but not limited to:

- Journeyman Parts Technician certification would be an asset.

- Must have solid working knowledge of Oil & Gas parts/materials.

Sound knowledge of telephone etiquette with excellent interpersonal and communication skills, pleasant and professional manner.

Review and manage inventory problem files and assist client with resolving the issues.

Experience as an Insurance Adjuster

Strong organizational and attention to detail skills.

University Degree or minimum post-secondary education

3 to 5 years’ experience in auto claims industry