Client Services Coordinator

Job Description

Job Title: Client Services Coordinator

Employment type: Permanent, full‑time

Location: Winnipeg, MB

Ready to join our team? We’re looking for a Client Services Coordinator who can help build lasting first impressions—bringing positive energy and consistently providing exceptional customer service to FBC Members.

We’re a trusted partner to more than 15,000 Canadian entrepreneurs and small business owners—including farmers, construction contractors, skilled trades, and self‑employed professionals. Across our 12 branches, we’ve saved members over 22 million dollars by collaborating year‑round on optimal tax strategies and planning. This partnership enables members to focus on their businesses and their communities.

Position Overview

As the first point of contact with our Members, the Client Services Coordinator plays a vital role in creating a lasting first impression. Bringing a positive energy and consistently providing exceptional customer service to FBC Members.

Our ideal candidate brings experience in tax preparation or bookkeeping, along with a solid understanding of accounting principles and tax regulations—enabling them to confidently support Members with tax‑related inquiries, manage financial records, and collaborate seamlessly across teams.

If you’re driven by growth, enjoy connecting with people, and are excited to build a rewarding career in tax and financial services, this is your chance to make a real impact.

You will perform your duties and responsibilities for the Company primarily from our office located in Winnipeg, MB.

Key Responsibilities

- Provide exemplary customer service to FBC Members.

- Work closely with Tax Advisors, serving as a liaison between advisors and Members to ensure communications, appointments, and inquiries are effectively managed.

- Manage document handling and distribution, including uploading, mailing, emailing, and faxing documents as requested by members, while ensuring proper authorization for third‑party releases.

- Assist Members by providing relevant CRA links for installment calculations, benefit information, online payments, and query clarification, as well as sharing updates from CRA as needed.

- Respond to CRA inquiries regarding Members, escalating issues as appropriate, and request documents such as remittance vouchers, reissued letters, and statements of account.

- Update and maintain workflows to ensure a seamless process between Member Advisors and Operations, enhancing efficiency and communication across teams. Direct questions and concerns to the appropriate channels for resolution.

- Prepare, review and file confidential documents, reports and other correspondence materials.

What You Will Bring

Education and Experience

- 2+ years of direct customer service experience, delivering exceptional support.

- Business Administration diploma or certificate with a focus on bookkeeping, accounting, or a related field is a strong asset.

- Familiarity with tax processes and bookkeeping is an asset, enabling better support of Member inquiries and document management.

Knowledge, Skills and Abilities

- Great at using good judgment to build strong customer relationships.

- Superior written and verbal communication skills, including well‑developed telephone etiquette, to liaise effectively with Members, advisors, and third parties.

- Document Management Proficiency.

- Skilled at updating and maintaining workflows.

- Capable of independently resolving issues and knowing when to elevate concerns appropriately.

- Proven ability to prioritize, multitask, and manage time effectively to meet deadlines in a fast‑paced environment.

- Working knowledge of MS Office applications to prepare reports, correspondence, and maintain records.

- An aptitude for learning.

What We Offer / Why FBC?

At FBC, we’re committed to helping you grow into the best version of yourself—whether that’s mastering your craft or advancing your career. With competitive pay, solid benefits, and endless opportunities for development, we’re not just focused on the here and now, but on where you’re headed. Integrity is the foundation of everything we do, so you can always count on us to have your back. We respect and value your unique contributions, because when you succeed, we all succeed. We believe that every voice counts and every idea matters, as innovation keeps us building for the future. And when we clear those hurdles, we celebrate as a team—because what’s the point of growth if we can’t enjoy the journey together?

This role is ideal for an individual who thrives in a people‑focused environment, enjoys building meaningful relationships, and is eager to grow their career in tax and financial services while making a real impact that matters.

If you envision yourself thriving in this supportive and dynamic environment, we encourage you to Apply Today

Please Note

The internal job title for this position may differ from the title listed in this posting.

Only candidates who apply through the Indeed posting or our FBC Careers page will be considered.

We are an equal‑opportunity employer and are committed to building a diverse and inclusive workplace that reflects the communities we serve across Canada. We welcome applications from all qualified individuals, including but not limited to women, members of visible minorities, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA⁺ community, and others who may contribute to the diversification of our workforce.

Accommodations are available on request during all stages of the recruitment and selection process, in accordance with applicable human rights and accessibility legislation across Canada. If you require any accommodations, please let us know and we will work with you to meet your needs.

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