Associate, Client Experience

The Associate, Client Experience plays a pivotal role in enhancing client satisfaction by assisting the Manager, Client Experience in a variety of operational tasks. Key responsibilities include the meticulous processing and maintenance of policy documentation, ensuring data integrity, and efficiently addressing customer inquiries. The associate will also support administrative functions and uphold client records, facilitating the delivery of outstanding service to our clientele.

As the Director of Client Experience at Cavell Risk Management Inc., you will play a pivotal role in fostering and nurturing robust relationships with our clients. Your commitment to delivering exceptional service and tailored solutions will ensure that we meet the distinct needs of each business. In addition to managing client accounts, you will proactively identify new business opportunities and collaborate with team members to meet our organizational goals and stimulate growth.

Are you seeking an exciting and rewarding career with ample opportunities for growth and development?Do you have a genuine enthusiasm for assisting others and delivering exceptional customer service?Would you like to join a vibrant and collaborative team?If you answered YES to all three questions, we invite you to consider a position with us! XYZ Storage stands as the leading self-storage provider in Canada.We are currently looking for a Client Experience Manager (CEM) to become a vital part of our expanding team in this established role.Compensation:$19.50 - $21.00 per hourGenerous Quarterly Bonus up to $2,100 annuallyRRSP Program with Matching up to $500 per yearAdditional Perks:Complimentary LunchComprehensive Benefits ProgramPaid Professional Development CoursesPaid Personal DaysMilestone Recognition Awards and GiftsMentorship OpportunitiesDefined Career PathPaid Training SessionsBirthday Recognition and GiftsOur Supportive Culture:We pride ourselves on being anything but a conventional corporate team. We foster a family-like atmosphere where your career growth is nurtured and encouraged. We believe in balancing professionalism with fun while committing to providing outstanding service to our customers. Our goal is to always act in the best interest of our clients.We are dedicated to taking care of our employees through generous benefits and opportunities for advancement. In turn, we expect our team members to exceed our customers' expectations.Position Overview:As a Client Experience Manager, your primary focus will be to uphold XYZ Storage's reputation for exceptional customer service. Alongside assisting clients and renting storage units, you will also engage in daily operations and sales activities.The Client Experience Manager role encompasses three core areas:Client ServiceShowcasing available storage units to customersFacilitating unit rentalsSelling merchandise and servicesFacility OperationManaging the opening and closing of the facilityMaintaining cleanliness and presentation of all areasConducting locker checksCleaning the office and kitchen spacesEnsuring trucks are well-kept, clean, and parked orderlySalesThis role requires strong sales capabilities, coupled with an ability to effectively communicate why we are the best choice for potential customers who may be exploring options. Ideal candidates will demonstrate confidence and quickly assess the needs of our leads.

As the Client Experience Manager at Cavell Risk, you will play a pivotal role in delivering exceptional insurance brokerage services to our clients. You will be the primary point of contact for clients, expertly managing relationships and ensuring high levels of customer satisfaction. In this dynamic position, you will also support our sales and marketing initiatives, driving our firm's success. Note: A valid RIBO license is mandatory for this role.

Join our dynamic team at Flywire as a Payment Experience Associate I where you will play a crucial role in enhancing our clients' payment experiences. As a French speaker, you will communicate effectively with clients, ensuring they receive the highest level of service and support. Your expertise will help streamline payment processes and improve customer satisfaction.

Join Us in Creating Financial FreedomAt Wealthsimple, we are dedicated to democratizing financial services, making them accessible, transparent, and affordable for all. As Canada's leading fintech company, we serve over 3 million clients and manage more than $100 billion in assets. Our fast-paced environment thrives on ownership, accountability, and a genuine care for our clients. If you're passionate about improving lives through finance, we want to hear from you.We take pride in our achievements, and we’re just getting started. Explore our Culture Manual and discover how we work.Our Client Operations team goes beyond mere ticket resolution; we tackle financial challenges by simplifying complex concepts into understandable solutions. We continuously recruit and offer flexible start dates to foster our growth.Location & Work ModelHybrid Work Environment: This role is based at our Toronto headquarters.In-Office Requirement: Candidates must be available to work in a hybrid setting and visit our offices at 80 Spadina Avenue as needed.Your Daily ResponsibilitiesClient Advocate: As a voice for Wealthsimple, you will represent our clients' financial interests and convey investment, trading, and personal finance concepts in a straightforward manner.Problem Solving: Take charge of the client journey, whether facilitating complex transfers or managing back-office operations, ensuring clients meet their objectives, like promotion deadlines.Collaborative Mindset: Work closely with all departments, from Product to Operations, gaining insights into our financial tools and enhancing them through direct client interactions.Fintech Expertise: Develop your skills as a fintech expert by mastering various applications and platforms to deliver innovative solutions.

Every day, significant decisions are made across the globe. Whether it’s a private equity firm investing millions into a venture or a large corporation pivoting its strategic direction, these decisions have far-reaching effects on employees, customers, and other stakeholders.At proSapient, we empower consulting and private equity firms to uncover the insights they need to make informed decisions and achieve their objectives. Our mission is to assist them in their quest for knowledge.We connect our clients with industry experts who share their insights through interviews or surveys. We have developed a leading software platform that curates this information, and we also help clients identify and leverage the existing knowledge within their organizations through our comprehensive knowledge management solutions.What does an Associate do?Our clients seek information that cannot be easily found through a simple Google search—insights that reside exclusively in the minds of industry experts. Our Associates leverage AI-driven technology to identify these experts and connect them with our primary clientele, which includes consultancy firms, hedge funds, and private equity organizations. Projects can vary widely, from exploring EV Charging Networks in the US to researching Shrimp Aquaculture in Mexico, ensuring that every day brings new learning opportunities.Your Responsibilities as an Associate:Collaborate with your Project Lead to understand client requests across diverse sectors, quickly grasping the context of each inquiry.Proactively identify and source exceptional experts globally using our proprietary technologies, along with other methods such as direct outreach, our AI platform, and LinkedIn.Act as a consultant by determining the type of expert necessary to fulfill client project needs.Manage multiple client requests independently while connecting with and vetting a variety of experts daily.Present the selected expert to your client, ensuring their specific needs and expectations are fully met.

proSapient helps consulting and private equity firms access specialized knowledge from industry experts worldwide. Clients use the company’s proprietary platform to gather insights that go beyond public information, supporting better decision-making and knowledge management. Role overview The Client Services Associate position focuses on connecting clients in consulting, hedge funds, and private equity with leading industry experts. Projects vary widely, from researching trends in US electric vehicle charging networks to studying shrimp aquaculture in Mexico. Associates rely on proSapient’s AI-powered tools and research methods to identify experts whose knowledge is not easily found through standard channels. What you will do Collaborate with a Project Lead to understand client needs across different industries and quickly learn the context for each assignment. Source and identify expert candidates using proSapient’s technology, direct outreach, LinkedIn, and other research techniques. Work with clients to clarify the specific expertise required for each project. Handle multiple client requests simultaneously, reaching out to and vetting various experts each day. Present recommended experts to clients, ensuring their needs and expectations are addressed. Location This role is based in Toronto, Ontario, Canada.

As a Client Experience Coordinator for raisin®, you will play a pivotal role in ensuring our charitable clients receive exceptional technical support and training. Your responsibilities will include:Technical Support: Deliver ongoing assistance for various charitable organizations utilizing the raisin® online fundraising platform.Training: Conduct comprehensive training sessions for clients on the features and functionalities of the raisin® product, both online and in-person.Tracking: Maintain an up-to-date CRM tool with detailed records of account activities, opportunities, and contact information. Accurately track and bill support time.Marketing: Aid in marketing efforts, both digital and print, as required.Business Development: Support ongoing business development initiatives directed by management.Product Development: Collaborate in identifying potential features for future product enhancements.What We Offer:Join a stable yet dynamic company with over 20 years of experience.Receive a competitive salary.Enjoy a comprehensive health and benefits package.Participate in team-building activities and social events.Work alongside a supportive team of intelligent colleagues.This position is primarily remote, but candidates living in Canada are encouraged to apply.This is a full-time role, Monday to Friday, with a salary range of $44,000 to $50,000, based on experience.COVID-19 Precautions:Currently, all team members at A.K.A. are working remotely. Training and onboarding will take place online until further notice. However, candidates must be able to work in our renovated office in Toronto once it is safe to do so.

Role Overview Mufg Investor Services is hiring a Senior Associate Director, Client 360, based in Toronto. This leadership role centers on client relationship management. The position plays a central part in developing and refining client engagement strategies, aiming to deliver strong service and results for clients. What You Will Do Shape and improve how the organization engages with clients Work with teams across departments to deliver coordinated solutions Oversee the implementation of Client 360 initiatives Ensure the organization meets and exceeds client expectations

Role Overview Wealthsimple is hiring a Bilingual Associate, Client Success for a remote contract role based out of the Toronto headquarters. This position focuses on supporting clients as they manage their financial goals. What You Will Do Assist clients in both English and French, ensuring clear and effective communication Provide responsive customer service, answering questions and resolving concerns Help clients understand and use Wealthsimple’s products and services Build positive relationships that contribute to client satisfaction What You Bring Fluency in English and French Strong communication skills with a focus on clarity and empathy Commitment to delivering helpful, timely support

Join Us in Creating Financial Solutions for EveryoneAt Wealthsimple, our goal is to empower individuals to achieve financial independence by offering straightforward, transparent, and affordable financial services. As Canada's leading fintech company, we serve over 3 million clients, managing more than $100 billion in assets. We prioritize speed, ownership, and genuine care for our users, and if this resonates with you, we'd love to hear more.We take great pride in our accomplishments and are excited for what lies ahead. Discover more about our values in our Culture Manual and learn about how we operate.Our Client Operations team does more than just address inquiries; we tackle financial puzzles by translating complex concepts into human-centered solutions. We continuously seek new team members with monthly start dates to support our ongoing growth.Work Environment and LocationHybrid Model: This position is based in Toronto, Ontario.Office Presence: Candidates must be able to work in a hybrid environment and attend our office at 80 Spadina Avenue as business needs require.Your Daily Impact:The Voice of Wealthsimple: You are more than just a support agent; you are a champion for our clients' financial interests. You will demystify investment, trading, and personal finance concepts, making them accessible to all.Strategic Problem Solving: You will guide the client journey, whether facilitating complex institutional transfers or navigating back-office operations, ensuring clients meet their financial objectives.Creator-Owner Mindset: Collaborating closely with various departments, from Product to Operations, you’ll learn the intricacies of developing our financial tools and enhance them through direct client engagement.

Join our dynamic team as an Associate Director, Client Onboarding Specialist specializing in Private Equity. In this pivotal role, you will lead the onboarding process for our diverse portfolio of clients, ensuring a seamless transition and exceptional service delivery. You will collaborate closely with internal teams and clients to enhance operational efficiencies and foster lasting relationships.Your expertise in private equity and client management will be crucial in developing tailored solutions that meet client needs. This position offers the opportunity to play a key role in shaping our client experience and contributing to our growth in the private equity sector.

About Maple Maple, founded in 2015, is a health technology company focused on making healthcare more accessible and effective for patients and providers. The company’s virtual care platform reaches nearly 4 million Canadians and connects them with a network of over 2,000 healthcare professionals. Maple works across several channels: direct-to-consumer (B2C), employers and private insurers (B2B), and public sector institutions (B2I). Maple has been recognized among Canada’s fastest-growing virtual care companies, earning spots on LinkedIn’s Top 10 Startups, Deloitte Canada’s Technology Fast 50, and Globe & Mail’s Top Growing Companies. The culture values entrepreneurship, health, and well-being, with a focus on improving the healthcare system. Role Overview: Bilingual Client Success Associate – Channel Partnerships This role sits on the Channel Partnerships team in Toronto, Ontario. The team manages major commercial distribution channels, working closely with insurance providers and benefits brokers to deliver Maple’s virtual care services to their members. The Bilingual Client Success Associate (French/English) takes ownership of a partner portfolio, acting as the main point of contact. The position involves guiding partners from the moment a program is signed through to launch and ongoing support. Responsibilities include leading bilingual meetings, handling renewals, and troubleshooting issues independently. This position suits someone who enjoys building relationships, managing complex workflows, and growing as a client success professional. Key Responsibilities Act as the main day-to-day contact for a portfolio of channel partners, driving engagement and responsiveness. Oversee program launches, ensuring all technical and administrative steps are completed so members can access care without obstacles. Lead business reviews and maintain daily communications in both French and English, serving as a trusted contact for partners across Canada, including Quebec. Manage renewals: track timelines, prepare renewal materials, and coordinate pricing, contract, and eligibility details in an organized, proactive manner. Handle operational aspects of partnerships, such as eligibility management and billing cycles.

Ebury supports businesses aiming for international growth and extends that same commitment to its employees. The team values innovation, collaboration, and practical problem-solving. Every employee is encouraged to contribute, develop skills, and feel part of the group. Role Overview Title: Associate Client Portfolio Manager Location: Toronto (office based) Earnings: Performance-based, with strong potential for high earnings This position focuses on managing a portfolio of corporate clients from Ebury’s Toronto office. The Associate Client Portfolio Manager handles account setup, relationship management, and trade execution. A background in dealing, trading, or account management is important for success in this role. Client Portfolio Managers at Ebury advise clients on foreign exchange risk, develop transaction strategies, and execute trades. The role combines client service with business growth, offering the chance to make a direct impact on both client outcomes and Ebury’s success. Top performers often move into leadership roles, guiding and mentoring others. Main Responsibilities Manage a portfolio of corporate clients, executing products such as FX hedging, lending, payments, and cash management. Promote Ebury’s product range to improve client satisfaction. Work closely with the sales team to identify new business opportunities. Understand client industries and strategies to recommend tailored solutions from Ebury’s suite. Assess competitors’ strengths and weaknesses to position Ebury’s banking solutions effectively. Meet KPIs, including generating repeat and new business, reducing client attrition, upselling and cross-selling, and increasing wallet share. Build and maintain strong client relationships through meetings and presentations. Share ideas, proposals, and updates confidently. Expand existing accounts and share client insights with product and technology teams. Grow new business by networking with current clients and seeking referrals.

Role Overview Monks is looking for a Senior Experience Producer in Toronto, Ontario. This role leads projects that shape engaging user experiences and brings creative concepts to life. Collaboration with teams across disciplines sits at the core of the work, ensuring each project moves from idea to execution smoothly. What You Will Do Lead projects focused on user experience from start to finish Work closely with cross-functional teams to deliver strong results Help define and advance the vision for digital experiences at Monks

Role overview Lyft is looking for a Product Manager to focus on Driver Experience in Toronto. This role centers on improving how drivers interact with the platform and shaping the features that matter most to them. The work directly impacts driver satisfaction and engagement. What you will do Lead cross-functional teams to design and launch new features for drivers Gather and analyze insights to inform the product roadmap Drive improvements that make it easier and more rewarding for drivers to use Lyft Champion the needs of drivers throughout the product development process Location This position is based in Toronto, Canada.

Build it, Ship it, Own itAt Sangoma, we develop innovative technology that ensures seamless connectivity for businesses. Each call, transfer, and interaction is crucial to our mission. As a UX Product Designer, you will be at the heart of this endeavor, influencing how work unfolds in high-stakes settings through our devices. From front desks to contact centers, your design will enhance the speed, clarity, and reliability of communication. If you are passionate about creating efficient systems that work seamlessly, this role is for you.We are on the lookout for a talented UX Product Designer who will play a vital role in refining the user experience of Sangoma’s desk phones and telephony devices, specifically focusing on embedded, hardware-constrained environments. Your designs will not only focus on aesthetics but will also enhance functionality, ensuring that our desk phone products facilitate clear, efficient, and predictable communication workflows.While this is a remote position, candidates in Eastern or Central time zones are preferred.

About Us At Prenuvo, we are pioneering a revolutionary shift from reactive care to proactive health management. Our award-winning whole body scan is quick (under 1 hour), safe (MRI technology poses no ionizing radiation), and non-invasive (no contrast required). Our innovative blend of advanced hardware, software, and AI, combined with a patient-focused experience across our clinics worldwide, empowers us to transform the narrative of healthcare to one of prevention rather than intervention. We are at the forefront of modernizing the healthcare industry, integrating cutting-edge technology and automation into radiology and clinical operations. We are seeking dedicated Patient Experience Representatives to join our expanding team! This role can be based from our Toronto or Vancouver offices. As a vital member of our Patient Experience team, you will enhance our sales, patient care, and retention initiatives by managing incoming inquiries and requests. In a company that prioritizes patient satisfaction, your contributions will significantly influence the patient journey, delivering exceptional service and ensuring a positive experience. The well-being of our patients is our utmost priority! This is a 6-month contract position with the possibility of extension or transition to a full-time role based on business needs and performance. The role follows a hybrid work schedule, requiring one day of in-office work per week at our Toronto Office (M2N 5P6). To thrive in this role, you should be highly customer-oriented with a deep understanding of patient needs and preferences. You must be comfortable in a fast-paced startup atmosphere and adept at prioritizing various demands. Strong communication and interpersonal skills are essential, along with the ability to analyze data to inform decision-making. Join us in reshaping the future of healthcare while collaborating with advanced technology and high-performing teams driven by expertise—help us make a meaningful impact in people's lives!

Join our dynamic team at indigobooks music as a Customer Experience Representative. In this role, you will play a pivotal part in ensuring our customers receive top-notch service and support. You will assist customers with their inquiries, provide product information, and help resolve any issues they may face. This is an excellent opportunity for individuals who are passionate about customer service and looking to grow their skills in a supportive environment.