Join Our Team as a Client Services Representative

Are you someone who thrives in a fast-paced setting and wants to be at the center of it all?

Ready to be part of a company that not only supports local charities in every community we serve, but also invests in you? If that sounds like your kind of workplace, you might be the next Client Services Representative at Dynamic Capital.

What does that mean for you?

It means joining a company where your work truly matters, where you’ll be challenged and supported in equal measure, and where collaboration and recognition are part of our everyday culture. Most importantly, it means real opportunities to grow your career, develop your skills, and be part of a team that’s shaping the future of equipment finance.

And because life isn’t all about work, we make space for the things that matter most. Want to give back? You’ll get a paid day off each year to volunteer with a cause that’s important to you. Want to celebrate another trip around the sun? Take your birthday off—on us. Because honestly, no one should have to work on their birthday.

About the Role

As a Client Services Representative, you’ll play a critical role in our daily operations, working closely with the Director of Operations, our Customer Service Team, and various internal departments to support clients across Canada. We’re looking for a detail-driven, client-focused skilled who takes pride in delivering next-level service.

This is more than just a job, it’s your chance to contribute to a team that’s growing fast, doing things differently, and making a real impact in the equipment finance space.

Client Support & Relationship Management

- Respond to client inquiries by phone and email with professionalism, urgency, and a solutions-focused mindset.
- Build trust and deliver consistent, high-quality service that strengthens client relationships.
- Coordinate payout requests, ensuring all details are accurate and communicated clearly.

Contract & Document Administration





- Pull amortization schedules and request balance confirmations with precision and timeliness.
- Prepare Power of Attorney (POA) documents and process contract amendments based on client needs.
- Draft and finalize end-of-contract documents such as bills of sale, discharges, and letters of release—whether in-house or through brokered deals.
- Work closely with the Documentation Team to support larger deal closings, including but not limited to title evidence, waivers, insurance, collateral entries and appraisal reviews.

Insurance & Compliance Coordination

- Review insurance documents from clients and brokers to confirm contract compliance.
- Flag discrepancies, ensure timely communication with stakeholders, and input accurate data into the system.
- Manage external insurance remittances with accuracy and attention to deadlines.

What You Bring to the Table

- Degree in Business, Finance, or a related field (preferred, but not required with relevant experience).
- Experience in customer service, financial services, or leasing is a strong asset.
- Detail-oriented with a strong grasp of financial documents and client interaction.
- Strong multitasker, able to juggle multiple priorities without sacrificing quality.
- Tech-savvy with MS Office; experience with financial systems is a bonus.

Key Skills for Success

- You’re a master of time management with a sharp eye for detail.
- You communicate with clarity, confidence, and professionalism.
- You thrive in a collaborative team environment but also work well independently.
- You’re hungry to learn, grow, and contribute to a company that values continuous improvement.




- You take ownership of your work and align your actions with what’s best for the client and the business.

Why Dynamic Capital? What do our team members say about working here?

“Amazing Teamwork – Open communication.”

— Rae-Ann Klay, Sr. Documentation Specialist

“The Dynamic Team creates opportunities for career growth and personal development by truly caring about its people.”

— Nicola Charlesworth, Portfolio Analyst

“We’re a collaborative, high-performing team dedicated to our clients.”

— Taylor House, Account Manager

“Tons of training, support, and a setup for success.”

— Kitty Liang, Sr. Credit Analyst

“Teamwork throughout the whole company—people are approachable, helpful, and driven.”

— Shauna Krissa, Team Lead - Funding

“Our people are our greatest strength—they deliver the service that keeps clients coming back.”

— Dustin White, CEO

WHO WE ARE

At Dynamic Capital, we’re not your typical finance company. We were built by ambitious, entrepreneurial people who wanted to break free from the limitations of traditional lending and create something better. Our team is made up of passionate, driven professionals who know the industry inside and out, and who never shy away from finding the right solution for our clients.

What does that mean for you? It means joining a company where your work truly matters, where you’ll be challenged and supported in equal measure, and where collaboration and recognition are part of our everyday culture. Most importantly, it means real opportunities to grow your career, develop your skills, and be part of a team that’s shaping the future of equipment finance.

Learn more about us at www.dynamiccapital.ca

Job Type: Full-time

Pay: $45,000.00-$55,000.00 per year

Benefits

- Casual dress
- Company events
- Dental care
- Employee assistance program
- Extended health care
- On-site gym
- Paid time off
- RRSP match
- Vision care

Location:
- Calgary, AB T2P 3N3 (required)

Work Location: In person

📌 Client Service Representative (Calgary)
🏢 Dynamic Capital Equipment Finance
📍 Calgary