Client Account Manager

7 days ago

Vancouver, Canada It's Your Time Business Services Inc Full time

About Us

At It’s Your Time Business Services Inc., we pride ourselves on delivering boutique, personalized support to our clients. As a Client Account Manager (CAM), you’ll be the strategic bridge between our clients and internal practitioners, ensuring seamless service delivery, fostering strong relationships, and continuously improving processes.

Key Responsibilities
- **Client Onboarding & Relationship Management**:

- Lead new-client onboarding: develop trust through transparent, structured checklists.
- Schedule and run regular client check-ins, share industry insights, and proactively address needs.
- Build rapport by understanding each client’s goals, preferences, and milestones (e.g., birthdays, anniversaries).
- **Practitioner Leadership & Development**:

- Delegate ~80% of client work via Client Hub, reserving 20% for high-level oversight.
- Conduct weekly one-on-ones: set clear KPIs, provide balanced feedback, and document notes in Sage.
- Design and maintain “how-to” training guides using Loom and Tango for effective knowledge transfer.
- **Operational Oversight & Reporting**:

- Review weekly timesheets for accuracy (billable vs. non-billable) and monitor budget health.
- Obtain and document client approval for scope changes; post approvals in Scope Creep chat.
- Produce concise leadership reports: project status, wins, challenges, and resource needs.
- **Conflict Resolution & Process Improvement**:

- Address client issues with prompt acknowledgment, ownership, and follow-up to ensure satisfaction.
- Debrief practitioners post-incident: identify root causes, co-create solutions, and set clear improvement goals.
- Continuously map workflows, spot bottlenecks, and implement efficiency-driven processes with stakeholder buy-in.
- **Tools & Systems Management**:

- Maintain client documents in SharePoint using standardized naming conventions.
- Securely manage credentials in 1Password; enforce company vault and two-factor protocols.
- Leverage ClickUp for task assignment and progress tracking; uphold best practices.
- **Business Development**:

- Regularly identify upsell opportunities by reviewing client needs and positioning new services as value enhancers.
- Collaborate with leadership to scale resources when client demands grow.

What We're Looking For
- **Experience & Skills**:

- 3+ years in client account management, professional services, or related field.
- Proven delegation and team-leadership capabilities.
- Strong time-management, conflict-resolution, and process-improvement skills.
- Proficiency with tools: Client Hub, SharePoint, BambooHR, 1Password, Loom, Tango.
- **Personal Attributes**:

- Exceptional communicator: adapts style to client preferences, from concise summaries to detailed reports.
- Highly organized with an eye for detail and a passion for operational excellence.
- Empathetic listener, proactive problem-solver, and relationship builder.
- Comfortable juggling multiple clients and priorities in a fast-paced environment.

Pay: $50,000.00-$55,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- Vision care

Schedule:

- Monday to Friday

Work Location: In person

  • Asset Management

    2 weeks ago

    Vancouver, Canada JPMorganChase Full time

    Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients! As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client service to Institutional clients of J.P. Morgan. You will act as a...

  • Asset Management – Client Account Manager – Associate

    2 weeks ago

    Vancouver, British Columbia, Canada JPMorgan Chase Full time

    Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clientsAs a Client Account Manager within Asset Management you will be responsible for delivering exceptional client service to Institutional clients of J.P. Morgan. You will act as a point...

  • Manager, Client Accounting and Advisory Services

    2 weeks ago

    Vancouver, British Columbia, Canada Manning Elliott LLP Full time

    About Manning ElliottAt Manning Elliott, we believe in the power of people. With a commitment to excellence and a focus on building strong relationships, we deliver exceptional accounting and advisory services to our clients. We're more than just CPAs; we're trusted partners in our clients' success stories. Our vibrant team is composed of experts dedicated...

  • Account Manager

    4 days ago

    Vancouver, BC, Canada Ethereal Music Group Full time €80,000 - €100,000

    About Pulse Pulse is a fast-growing B2B music marketing agency that specializes in taking songs from 0 to 1. to break tracks through performance-based digital campaigns. We’re looking for an experienced, detail-oriented Account Manager to lead client relationships, oversee internal execution, and serve as a strategic partner to record labels,...

  • Account Manager

    4 days ago

    Vancouver, BC, Canada Ethereal Music Group Full time €80,000 - €100,000

    About Pulse Pulse is a fast-growing B2B music marketing agency that specializes in taking songs from 0 to 1. to break tracks through performance-based digital campaigns. We’re looking for an experienced, detail-oriented Account Manager to lead client relationships, oversee internal execution, and serve as a strategic partner to record labels,...

  • Manager, Client Accounting and Advisory Services

    1 week ago

    Vancouver, Canada Manning Elliott LLP Full time

    Manager, Client Accounting and Advisory Services (CAAS) Join to apply for the Manager, Client Accounting and Advisory Services (CAAS) role at Manning Elliott LLP Base pay range CA$95,000.00/yr - CA$115,000.00/yr About Manning Elliott At Manning Elliott, we believe in the power of people. With a commitment to excellence and a focus on building strong...

  • Account Coordinator

    1 week ago

    Vancouver, Canada Fintel Connect Full time

    OverviewThe Opportunity :We’re building something that matters to the future of financial services marketing—and we’re looking for others who are just as motivated.If you have agency experience – we want to hear from you.The Why :A competitive base salaryA rapidly growing organization with genuine opportunities for career advancement and ongoing...

  • Asset Management

    6 days ago

    Vancouver, BC, Canada JPMorgan Chase & Co. Full time

    Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients! As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client service to Institutional clients of J.P. Morgan. You will act as a...

  • Asset Management

    6 days ago

    Vancouver, BC, Canada JPMorgan Chase & Co. Full time

    Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients! As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client service to Institutional clients of J.P. Morgan. You will act as a...

  • Client Manager

    1 day ago

    Vancouver, Canada West X Business Solutions Full time

    **Invest In Yourself & Grow With West X Business Solutions** **Who We Are** West X Business Solutions is the premier Xerox Sales Agency serving British Columbia! We are proud to be a trusted provider of innovative business solutions and cutting-edge technology to companies of all sizes across the province. We are committed to helping our customers achieve...