Circulation & Customer Service Manager

1 month ago

Toronto, Ontario, Canada The Successful Investor Full time
Salary:

Circulation & Customer Service Manager – The Successful Investor Inc.

We are an established wealth management and investment publishing firm with 25+ years' experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.

The Successful Investor is actively seeking a Circulation & Customer Service Manager to join our team and play a pivotal role in ensuring seamless operations and exceptional service delivery within our organization. We're seeking a proactive leader who thrives in a fast-paced environment and is passionate about enhancing customer experiences. If you are ready to drive efficiency, foster customer satisfaction, and lead a dedicated team, we want to hear from you.

KEY RESPONSIBILITIES:

As our Circulation and Customer Service Manager, you will provide customer service training to all client facing team members and oversee the day-to-day operations of the Circulation and Customer Service Departments to ensure they run efficiently and meet their set business objectives. This will be achieved through effective business planning, people management, training, quality assurance, and process improvement. Within your role, you will be required to demonstrate solid subscription software expertise, as well as cultivate a culture focused on providing optimal service to our wealth management clients and newsletter subscribers.

Daily Operations and Business Planning

  • Oversee all aspects of the daily operations of the departments including the newsletter circulation functions (sales, distribution, and subscription fulfillment), customer service practices, reception and admin duties.
  • Develop the knowledge and know how to work with our subscription software (Quickfill) to ensure subscription activities (enrollments, renewals, and retention) are done correctly.
  • Ensure accurate maintenance of subscriber records and mailing lists to facilitate prompt delivery.
  • Investigate and quickly resolve system issues (Quickfill, payment systems, website, etc.)
  • Prepare business reporting on results and analysis to Management as required.
  • Lead a customer-first strategic approach to meet client and subscriber needs and create an exceptional customer service experience.
  • Handle customer service complaint escalations and keep management abreast of serious issues and outcomes.
  • Communicate with subscribers and wealth management clients as required within the scope of the role.
  • Liaison and build good working relationships with business partners as required within the scope of the role.
  • Other duties as required to successfully fulfill this role and manage the departments.

People Management

  • Manage the Circulation and Wealth Management Client Service staff and their daily activities/workload.
  • Conduct performance reviews with direct reports regularly; Discipline and/or coach team members, as necessary.
  • Foster a culture of accountability, trust, integrity, and respect within the departments.
  • Manage recruiting, new hiring training, and orientation for all positions under your supervision.

Training

  • Provide Customer Service training, coaching, and ongoing support towards building a strong customer-focused culture for all client facing roles.
  • Identify, develop, and administer training programs and materials to improve and build upon the team's knowledge, communication and expertise.
  • Conduct monthly customer call reviews for all clients facing roles in conjunction with training and assessing performance.

Quality Assurance and Process Improvement

  • Monitor and review all Circulation and Customer Service operations and transactions regularly to address quality issues and identify areas of improvement/gaps.
  • Oversee the development of all operational job-based procedure manuals and guidelines for both departments.
  • Work with the team to develop/update the departments' business contingency plans annually.

REQUIREMENTS: (Qualifications, Experience & Skills)

  • Post-secondary college or university diploma/degree in Business or equivalent.
  • 3+ years of business management experience in the area of customer service.
  • Previous experience in managing or supervising direct report(s).
  • Proficient computer skills in MS Word, Excel, PowerPoint, and Outlook.
  • Highly organized and detail oriented.
  • Proactive, self-motivated, and driven.
  • Positive attitude, with a strong customer service focus.
  • Ability to exercise sound business judgment and strategic problem solving.
  • Strong verbal and written communication skills.
  • Flexible and adaptable to change.
  • Ability to learn quickly and proven capability to master new business process software/systems is a must.
  • Excellent mentoring, coaching, and people management skills.

Preferred

  • Familiarity with circulation systems and solid technical knowledge of Quickfill, CMS, Whatcounts, and WordPress.
  • Prior experience/exposure to subscription marketing, publishing industry, and/or wealth management/finance industry.

Located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a hybrid work environment, combining the best of both remote and in-office work to achieve our goals.

Pre-employment work references, credit and criminal background checks are required.

The Successful Investor Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

  • Library Circulation Technician

    1 week ago

    Toronto, Ontario, Canada Tyndale University Full time

    Position Purpose The Library Circulation Technician ensures that the circulation services (including but not limited to circulation of library materials, maintenance of user accounts, recording of statistics, accounting/reconciliation of payments and supervision of student workers) of Tyndale Library are provided in an efficient and seamless manner,...

  • Library Circulation Technician

    1 week ago

    Toronto, Ontario, Canada Tyndale University Full time

    Tyndale is a Christian university that prepares leaders for work in the private, public and not-for-profit sectors, ministry and the global mission of the church. Tyndale offers fully accredited programs in a wide range of disciplines at both the undergraduate and graduate levels. Currently, there are over 1,600 students representing over 40 denominations...

  • Library Circulation Technician

    1 week ago

    Old Toronto, Ontario, Canada Tyndale University Full time

    Library Circulation Technician (Full -Time) Posted: Tuesday, May 7, 2024 | Administrative and Staff Positions Tyndale is a Christian university that prepares leaders for work in the private, public and not-for-profit sectors, ministry and the global mission of the church. Tyndale offers fully accredited programs in a wide range of disciplines at both the...

  • Library Technician, Circulation

    1 week ago

    Toronto, Ontario, Canada OCAD University Full time

    _Please note that internal job postings are open only to current permanent OPSEU Local 576 Unit 1 employees and temporary OPSEU Local 576 Unit 1 employees with one year of continuous service. _Reporting to the Assistant University Librarian, the Library Technician, Circulation & Access Services is responsible for the provision of circulation and access...

  • Reference, Circulation and Programs Coordinator

    1 week ago

    Toronto, Ontario, Canada York University Full time

    Purpose:The Reference, Circulation and Programs Coordinator's primary responsibility is to assist the Manager, Library Student Engagement, by coordinating the day-to-day operations of the Circulation and Reference Services area at Markham Library. This role will lead a team of staff in providing and coordinating excellent customer service to library users at...

  • Customer Service Manager

    1 week ago

    Toronto, Ontario, Canada Canadian Linen and Uniform Service Corp Full time

    About Canadian Linen & Uniform ServiceCanadian Linen & Uniform Service Corp., a Vestis company, provides uniforms and related products to more than 300,000 customers across North America, in virtually every industry. From designing and manufacturing to laundering and delivering, Canadian Linen works with local and national clients to create and maintain a...

  • Enterprise Regional Sales Manager

    1 week ago

    Toronto, Ontario, Canada Radware Bot Manager Full time

    Enterprise Regional Sales Manager - Toronto What is the job: Prospect for new accounts across all verticals of Financial, Ecommerce, EDU, Gaming and Enterprise Farm the regional base of active customers upselling and crossselling. Manage accounts to maintain a strong relationship with Radware and to keep them constantly appraised of Radware capabilities...

  • Account Manager, Media Partnerships

    1 week ago

    Toronto, Ontario, Canada AIR MILES Reward Program Full time

    The AIR MILES Reward Program is one of Canada's most recognized loyalty programs, with over 10 million active collector accounts, representing more than half of all Canadian households. AIR MILES collectors earn Reward Miles at more than 300 leading Canadian, global and online brands and at thousands of retail and service locations across the country. AIR...

  • Program Manager 5976

    1 week ago

    Toronto, Ontario, Canada Foilcon Full time

    Description : MANDATORY DELIVERABLES:· Strategize, implement, and maintain program initiatives that adhere to strategic objectives· Formulate, organize and monitor inter-connected projects, including coordination of cross-project activities· Provide program management leadership and expertise of large scale, highly complex, high profile and high-risk...

  • Business Analyst 6715-22

    1 week ago

    Toronto, Ontario, Canada Foilcon Full time

    HM Note: This hybrid role is three (3) days in officeResponsibilities: and nbsp;Provides a comprehensive range of I and amp;IT business analysis services for clients with diverse business and technological needs. and nbsp;Interacts with the business stakeholders and subject matter experts in order to understand their requirements through gathering,...

  • Administrateur ou administratrice de bureau

    1 week ago

    Toronto, Ontario, Canada Advanced Mobile Payment Inc. Full time

    Position: Full Time – Office Administrator At AMP, our vision is centred around " Paying well with others", which means a deeply collaborative approach to payments, partnerships, and customer success.Our global HQ is at the center of all things AMP: from hardware research & development, programming, assembly, to sales & marketing, and company management,...

  • Customer Service Rep

    1 week ago

    Toronto, Ontario, Canada Canadian Linen and Uniform Service Corp Full time

    About Canadian Linen & Uniform ServiceCanadian Linen & Uniform Service Corp., a Vestis company, provides uniforms and related products to more than 300,000 customers across North America, in virtually every industry. From designing and manufacturing to laundering and delivering, Canadian Linen works with local and national clients to create and maintain a...

  • Coord-customer Service

    1 week ago

    Toronto, Ontario, Canada Canadian Linen and Uniform Service Corp Full time

    Canadian Linen & Uniform Service (CLAUS) provides uniforms and related products to more than 300,000 customers nationwide, in virtually every industry. From designing and manufacturing to laundering and delivering, CLAUS works with local and national clients to create and maintain a total uniform solution that promotes teamwork and establishes a professional...

  • Customs Compliance Analyst ZZ-TA

    1 day ago

    Toronto, Ontario, Canada Kuehne Nagel Full time

    Would you like to launch your career with one of the most successful logistics organizations worldwide? Here at Kuehne+Nagel, our Toronto site is looking for a new Customs Compliance Analyst to join our Customs team. Your Role As a Customs Compliance Analyst, your goal is to provide exceptional support to our business units across Canada. You will serve as...

  • Customs Compliance Analyst

    2 days ago

    Toronto, Ontario, Canada Kuehne+Nagel Full time

    Would you like to launch your career with one of the most successful logistics organizations worldwide? Here at Kuehne+Nagel, our Toronto site is looking for a newCustoms Compliance Analyst to join our Customs team.Your RoleAs a Customs Compliance Analyst, your goal is to provide exceptional support to our business units across Canada. You will serve as the...

  • Customs Specialist

    1 week ago

    Toronto, Ontario, Canada Sunwing Vacations Group Full time

    About Us:The Opportunity:Under Sunwing Vacations, we are looking for a Customs Specialist to join us in making vacation dreams come true. As the Customs Specialist, you ensure that Sunwing Airlines is Customs compliant with the CBSA and follows the Canada Customs Act when Importing/Exporting Goods. Your responsibility is to review all associated documents...

  • Customer Service Representative

    1 week ago

    Toronto, Ontario, Canada Ministry of Public and Business Service Delivery Full time

    Do you have excellent customer service, organizational and administrative skills? Are you looking for an opportunity to provide quality service to the public and the Archives of Ontario? If so, then consider joining our team as a Customer Service Representative.OPS Commitment to Diversity, Inclusion, Accessibility, and Anti-Racism: We are committed to build...

  • Customer Service Manager

    1 week ago

    Toronto, Ontario, Canada Perativ Full time

    Salary:JOB SUMMARYSince 2005, Access Cash General Partnership, operating as part of Perativ, has been a market leader in ATM services and technology. Operating ATMs for banks (such as BMO and RBC), major retailers (such as Walmart Canada), and a multitude of other businesses, under brand names: Ezee ATM and Access Cash to more than 10,000 ATMs across...

  • Indigenous Customer Service Representative

    1 week ago

    Toronto, Ontario, Canada First Canadian Health Full time

    First Canadian Health Management Corporation (FCH) is a 100% Indigenous owned and operated company, providing Indigenous staffing on health services to Indigenous People. We are hiring a Customer Service Representative, ideally Indigenous, who is passionate to work for an Indigenous company. Our employees work on NIHB (Non Insured Health Benefits) Program...

  • Customer Service Manager

    1 week ago

    Toronto, Ontario, Canada LGC Group Full time

    Company Description LGC Standards is a division of LGC Group, the UK's designated National Measurement Institute for chemical and bioanalytical measurements. We are a leading global manufacturer and service provider of quality assurance and research tools, supporting analytical needs in more than 120 countries worldwide. We use our expertise to produce...