Client Service Manager

4 weeks ago

Canada Training The Street LLC. Full time

Training The Street (TTS) is the world’s leading financial learning services company offering targeted and customized training courses to corporate and academic clients. Using highly effective, intuitive teaching methods in an interactive, multimedia setting, our mission is to teach the everyday valuation techniques and financial modeling skills that experienced professionals use at work in a way that is immediately applicable.

The Client Service team is responsible for working with our existing clients to create and deliver training programs, both in-person and virtual. The CSM’s primary role will be to engage with learning and development teams, HR and recruiting specialists, and finance professionals at the most reputable corporate and academic institutions around the world, to develop a positive customer experience and foster relationships. The CSM will work closely with our Co-CEOs of Canada to customize program outlines according to client needs. The CSM will also work closely with other TTS instructors and team members, acting as a liaison between clients and the TTS team to ensure smooth program delivery.

Individuals with exceptional interpersonal skills, organizational and project management skills, and a commitment to the success of the team will excel in the position of Client Service Manager.

TTS is an equal-opportunity employer. We are committed to providing a safe and inclusive environment and are proud to acknowledge that our differences make up the core of our strength. We expect all members of our team to embrace this commitment as it directly aligns with our values.

Responsibilities:

· Build relationships with learning and development teams, HR/recruiting specialists, and financial professionals within existing TTS clients.

· Proactively reach out to clients to market TTS services and products.

· Develop and sustain a client reach out plan to maintain relationships and bookings with clients.

· Work closely with senior instructors to customize program outlines and proposals according to client needs.

· Assist with the execution of contracts, SOWs, and agreements for clients

· Coordinate with clients on the logistics and planning around training sessions.

· Optimize internal systems (Salesforce, SharePoint, CourseCheck, DiplomaSafe) for client management and training delivery.

· Develop an understanding of TTS services to assist clients with questions.

· Work closely with TTS team (Instructors, eLearning, Accounting, Admin) on client delivery needs

1-3 years of prior client services experience ideally in the Banking or the Financial Services Industry.

· Excellent communication, organizational and time management skills.

· Ability to solve problems creatively, have a professional and courteous manner.

· Fluency with Microsoft Office (Excel, Word, PowerPoint and Outlook) and Adobe.

· Ability to write professional client correspondence. Possess exceptional communication and relationship-building skills (with both internal and external stakeholders)

· Fluency with French considered an asset.

The person in this role will be:

· A fast learner

· Highly organized and able to prioritize.

· Detail oriented.

· A team player

· Able to work on their own.

· Enthusiastic and dedicated.

· Able to build and sustain trusted relationships.

  • Paid Time Off ·
  • Health, Life Insurance, Income Protection and Employee Assistance Program
  • · Able to work remotely
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