20 meilleures offres (manager, social media & multimedia services, oakville, on) (à pourvoir)

Senior Client Services Manager
Celernus Investment Partners Inc —Burlington, ON
- De 60 000 $ à 75 000 $ par an
- Temps plein
- Microsoft Excel
- Microsoft Office
- Sens de l'organisation
Postuler rapidement
il y a 5 jours
Research Manager
Confidential —Oakville, ON
- De 70 000 $ à 95 000 $ par an
- Temps plein
- Service à la clientèle
- Cabinet médical
- Gestion de projet
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Manager, Social Media & Multimedia Services
Sheridan College —Oakville, ON
- De 101 037 $ à 126 295 $ par an
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- Travail hybride
- Compétences rédactionnelles
- Gestion de projet
- Capacités de présentation
il y a 6 jours
Program Manager (Youth Services)
Simplified HR Consulting —Oakville, ON
- De 65 000 $ à 70 000 $ par an
- Temps plein
- Travail hybride
- Maîtrise
- Capacités de présentation
- Baccalauréat
- Assurance Dentaire
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il y a 3 jours
Social Media Manager & Content Creator
Curacoro —Mississauga, ON
- De 30 $ à 35 $ de l’heure
- Temps plein
- Vente
- Gestion des réseaux sociaux
- En présentiel
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Transportation Manager
GALAXY FREIGHTLINE INC. —Mississauga, ON
- De 80 000 $ à 100 000 $ par an
- Temps plein
- Microsoft Excel
- Esprit d'analyse
- Baccalauréat
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Superintendent/Project Manager
GRRC Roofing —Hamilton, ON
- De 45 $ à 57 $ de l’heure
- Temps plein
- Expérience en supervision
- Gestion de projet
- Construction et rénovation
- Assurance Dentaire
- Congés payés
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Senior Canadian Tax Manager, CPA (Hybrid)
Henderson Partners LLP —Oakville, ON
- De 135 000 $ à 180 000 $ par an
- Temps plein
- Travail hybride
- Microsoft Office
- Gestion de projet
- Comptabilité
- Programmes de Bien-être
- Assurance Invalidité
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Senior Manager, AWS Technical Support
Ingram Micro —Mississauga, ON
- À partir de 155 000 $ par an
- Temps plein
- Vente
- DevOps
- Ingénierie
- Assurance Invalidité
- Assurance Dentaire
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Massage Therapy Program - Outreach Supervisor
Oxford College of Arts, Business and Technology —Mississauga, ON
- De 30 $ à 35 $ de l’heure
- Temps partiel
- Certification RCR
- Service à la clientèle
- Expérience en supervision
- Assurance Dentaire
- Assurance Vision
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il y a 14 jours
Warehousing and Network Manager
AMZ Prep —Mississauga, ON
- De 79 465,38 $ à 102 271,28 $ par an
- Temps plein
- Travail hybride
- Microsoft Excel
- Systèmes PGI
- Déplacements à prévoir
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Operations Manager
GALAXY FREIGHTLINE INC. —Mississauga, ON
- De 70 000 $ à 100 000 $ par an
- Temps plein
- Microsoft Excel
- Esprit d'analyse
- Baccalauréat
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Assistant Body Shop Manager
MTB Transit Solutions Inc. —Milton, ON
- De 80 000 $ à 100 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Port de charges lourdes
- Assurance Dentaire
- Bourses d'Études
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il y a 5 jours
Private Property Manager
Confidential —Oakville, ON
- De 65 000 $ à 75 000 $ par an
- Temps plein
- Anglais
- Baccalauréat
- En présentiel
- Assurance Invalidité
- Assurance Dentaire
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Regional HVAC Sales Manager - WSHP
CGC Group —Mississauga, ON
- Temps plein
- Ingénierie
- Microsoft Office
- Développement commercial
- Assurance Dentaire
- Programme d'Aide aux Employés
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Business Development Manager - Transportation
ShipNorthAmerica Network —Mississauga, ON
- À partir de 75 000 $ par an
- Temps plein
- Travail hybride
- Vente
- Réseaux informatiques
- En présentiel
- Programmes de Bien-être
- Indemnité kilométrique
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Lead Hand - Experienced Cabinet Maker
CCI Woodwork —Mississauga, ON
- De 25 $ à 34 $ de l’heure
- Menuiserie
- En présentiel
- Assurance Invalidité
- Assurance Dentaire
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Financial Planning & Analysis Manager
Amrize —Mississauga, ON
- De 120 000 $ à 145 000 $ par an
- Microsoft Excel
- Maîtrise
- Baccalauréat
- Assurance Dentaire
- Bourses d'Études
il y a 12 jours
Portfolio Property Manager
Performance Property Management Inc. —Mississauga, ON
- De 75 000 $ à 85 000 $ par an
- Temps plein
- Travail hybride
- Microsoft Word
- Microsoft Excel
- Service à la clientèle
- Assurance Dentaire
- Congés payés
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Clinical Manager, Service Solutions (Halton)
Central West Specialized Developmental Services —Oakville, ON
- De 94 126 $ à 113 000 $ par an
- Temps plein
- Certification RCR
- Microsoft Excel
- Service à la clientèle
- Programmes de Bien-être
- Assurance Invalidité
Postuler rapidement

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : manager, social media & multimedia services (oakville, on)

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Senior Client Services Manager

Celernus Investment Partners Inc
Burlington, ON

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Détails du poste

Temps plein
De 60 000 $ à 75 000 $ par an
Il y a 5 jours

Profil recherché

Investissement
Microsoft Excel
Microsoft Office
Sens de l'organisation
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Leadership
Compétences en communication

Description complète du poste

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
[email protected]

We look forward to hearing from you.

Job Type: Full-time

Pay: $60,000.00-$75,000.00 per year

Work Location: In person

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : manager, social media & multimedia services (oakville, on)

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