- Manage a portfolio of high-profile clients, ensuring queries are acknowledged, investigated and resolved timely and professionally and in line with departmental standards
- Provide coaching and support to team and serve a point of contact for escalations
- Develop and maintain client portfolio through regular calls and face to face interaction, as needed
- Inform clients about problems (system failures, market issues) and provide regular resolution updates
- Advise on and advocate the implementation of process improvement and reengineering to improve client experience
- Maintain knowledge of new market and regulatory requirements affecting client portfolio/base
- Escalate customer feedback, processing delays and errors appropriately
- Conduct necessary analyses to resolve problems, liaising with internal teams on escalation, as necessary
- Complete tasks such as reviews, audit preparation, capacity planning, reporting and maintain control setting
- Participate in and advise on inquiry-volume reduction, client experience initiatives and cross-departmental initiatives
- Assess risk in business decisions, drive compliance with applicable laws, rules and regulations, adhere to policy, apply sound ethical judgment, and elevate, manage and report control issues transparently Requirements - 2-5 years of customer experience
- Relevant experience (business/financial environment) preferred




- Demonstrated project management and organizational skills to prioritize multiple tasks
- Proven self-reliance and accountability and ability to manage risk
- Consistently demonstrate clear and concise written and verbal communication with ability to influence stakeholders
- Proven investigative and analytical skills
- Consistently deliver high-quality customer service with focus on building client relationships and achieving quality results
- Bilingual (English/French) language proficiency is required
- Candidates must be fluent in spoken and written French
- Bachelor's degree/University degree or equivalent experience Core Competencies Demonstrates strong client management capabilities, with a focus on delivering high-quality customer service and building relationships. Proficient in project management, risk assessment, and compliance within a business or financial environment. Highest-signal resume keywords - Client Relationship Management
- Project Management
- Analytical Skills
- Bilingual Proficiency (English/French)
- Risk Management ATS Optimization Keywords Hard Skills - Customer Experience
- Process Improvement
- Data Analysis
- Audit Preparation
- Reporting
- Capacity Planning Soft Skills - Clear Communication
- Influencing Stakeholders
- Self-Reliance
- Accountability
- Organizational Skills Industry Keywords - Business Environment
- Financial Environment
- Regulatory Requirements
- Control Environment
- Ethical Judgment

📌 Customer Service Intermediate Analyst (Mississauga)
🏢 Jobtailor
📍 Mississauga