Client Services Specialist

12 hours ago

Toronto, Ontario, Canada Bond Consulting Group Full time

Bond Consulting Group, celebrating 20+ years in business, is the largest independent SR&ED-only firm in Canada, currently experiencing exponential growth. We are seeking a motivated and detail-oriented Client Services Specialist to join our dynamic team.

In this role, you will be communicating strategic financial and tax advice to a large volume of corporate clients. Your ability to communicate effectively and provide exceptional service will be key in enhancing client satisfaction and loyalty. Full training provided to the right candidate. The ideal candidate understands corporate financial statements.

Responsibilities

  • Act as an important internal contact for promoting strategic finance and tax advice to a large client list.
  • Build and maintain strong client relationships through consistent communication and support.
  • Understand client needs in finance, risk, and tax to communicate options that maximize SR&ED tax incentives.
  • Support analysts and clients with professional, solution-oriented interactions.
  • Assist clients with the explanation of financial strategies and tax-related choices.
  • Recommend financial structures and choices that are optimal for SR&ED clients.
  • Support clients with innovative tax strategies and planning.
  • Communicate tax deadlines where applicable.
  • Maintain accurate records of client interactions, plans, and tax documentation.
  • Prepare reports and summaries for both clients and internal use.
  • Build rapport with clients
  • Invite clients to social events from time to time
  • Invite clients to provide feedback to the firm, fill out satisfaction surveys

Requirements

  • Undergraduate Degree in Business Administration, Finance, Commerce, CPA or other relevant disciplines.
  • 3-5 years' experience in administration, preferably within a Professional Services Firm (management consulting or accountancy)
  • Strong verbal and written communication skills; able to clearly explain complex financial and tax concepts to clients
  • Solid understanding of financial statements and Canadian corporate tax returns
  • Analytical and problem-solving skills with sound decision-making
  • Strong interpersonal and customer service skills
  • Highly organized with strong time management skills
  • Proficient in MS Office Suite and CRM systems
  • Experience in the SR&ED industry or with SR&ED processes is an asset
  • Training available for the right candidate

Additional Pay:

  • Bonus + other incentives

Job Types: Full-time, Permanent

Benefits:

  • Dental care
  • Extended health care
  • Life insurance
  • On-site parking
  • Paid time off
  • Profit sharing
  • Vision care

Ability to commute/relocate:

  • Etobicoke, ON M9B 6K1: reliably commute or plan to relocate before starting work (required)

Education:

  • Bachelor's Degree (required)

Work Location:
In person

  • Client Service Specialist

    7 days ago

    Toronto, Ontario, Canada Raymond James Full time $45,000 - $70,000 per year

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Client Service Specialist How does the role impact the...

  • Client Service Specialist

    1 week ago

    Toronto, Ontario, Canada Raymond James Full time $60,000 - $90,000 per year

    2500674At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Client Service SpecialistHow does the role impact the...

  • Client Service Specialist

    7 days ago

    Toronto, Ontario, Canada Raymond James Ltd. Full time $60,000 - $90,000 per year

    At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Client Service SpecialistHow does the role impact the organization?The Client...

  • Client Services Specialist

    1 week ago

    Toronto, Ontario, Canada Questrade Financial Group Full time $50,000 - $80,000 per year

    Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge...

  • Client Services Specialist

    7 days ago

    Toronto, Ontario, Canada Blackstone Energy Services Inc Full time $90,000 - $120,000 per year

    Blackstone Energy Services 20 hours agoHybridToronto, OntarioSenior Levelfull_timeTop BenefitsRRSP program with employer match for retirement savings.Competitive salary with bonus eligibility.Flexible hybrid work, minimum 2 days in office.About the roleABOUT BLACKSTONE ENERGYBlackstone Energy Services is a privately owned, integrated energy transition...

  • Client Services Specialist

    7 days ago

    Toronto, Ontario, Canada Blackstone Energy Services Inc. Full time $60,000 - $90,000 per year

    ABOUT BLACKSTONE ENERGYBlackstone Energy Services is a privately owned, integrated energy transition company that helps public institutions and private sector organizations manage their energy costs, consumption and carbon emissions. We are guided by our impassioned vision to take our clients to net-zero emissions by 2050 and crush their carbon...

  • Bilingual Client Services Specialist

    1 week ago

    Toronto, Ontario, Canada Questrade Financial Group Full time $60,000 - $90,000 per year

    Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge...

  • Bilingual Client Services Specialist

    1 week ago

    Toronto, Ontario, Canada Questrade Financial Group Full time $60,000 - $90,000 per year

    Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge...

  • Service Centre Specialist

    2 weeks ago

    Toronto, Ontario, Canada WCG Services Full time $54,332 per year

    We believe in the power of work.Since 1994, we've been partnering with governments and local agencies across Canada to create sustainable employment opportunities for people, businesses and communities. We understand that work gives hope, strengthens relationships and drives economic growth.Job DescriptionAbout the roleLocation:On site at the Toronto Office...

  • Client Specialist

    1 week ago

    Toronto, Ontario, Canada LSEG (London Stock Exchange Group) Full time $120,000 - $180,000 per year

    Integrations SpecialistAlphaDesk is Refinitiv's Order and Portfolio Management Software. AlphaDesk develops and supports the software for hedge funds and asset managers globally. We are a complementary team with good technical skills, and the quality of our software and client services is at the core of our business.Our clients use AlphaDesk to handle their...