Client Success Specialist

We are hiring for this position out of our Toronto office. Successful candidates who apply outside of these areas will be expected to relocate and reside in a location that is within a commutable distance.

About the role:

The Client Success Specialist plays a vital role in supporting the Business Development and Account Management teams at Peoples Group. This role ensures smooth coordination of sales activities, accurate documentation, and effective communication across internal and external stakeholders. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced, collaborative environment.

About the day-to-day:

• Prepare, file, and retrieve sales-related documents (e.g., due diligence submissions, assessment forms, NDAs).
• Coordinate meetings, calls, and demos for Business Development and Account Management teams.
• Draft and manage account service-related documents such as meeting agendas, reports, proposals, and client correspondence.
• Participate in client meetings and conference calls, contributing to document discussions and maintaining CRM updates.
• Maintain current work-in-progress records and archives of past project information.
• Liaise with internal teams to ensure proper pre- and post-sales service.
• Maintain and update sales and customer records.
• Develop and document onboarding processes in Confluence and maintain these pages.
• Create and maintain reports and sales pipeline updates for executive leadership and senior sales team members.

About the qualifications:

• 1–3 years of experience in a sales environment.
• Strong administration and coordination skills.
• Excellent knowledge of customer service and sales standards.
• Tech-savvy with proficiency in CRM systems, Microsoft Office (especially Excel), LawVu, and other platforms.
• Exceptional time management and multitasking abilities.
• Comfortable attending in-person meetings and sales-related events.
• Ability to thrive in a dynamic, fast-paced environment and adapt to shifting priorities.
• Detail-oriented with a high level of accuracy in documentation and reporting.
• A combination of education and experience is considered; Master's degree preferred.

About us:

Peoples Group is a boutique financial institution with offices located in Vancouver, Calgary, Toronto, and Montreal that has been in the Canadian marketplace for over 35 years. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.

Our culture here at Peoples Group is formed by our values: Trustworthy, Creative, Willing. We believe people don't choose a company to work for, they choose a company to join. We prioritize risk-based practices and procedures in order to remain risk intelligent and compliant. We value people, building relationships, and focusing on strengths; we execute with passion.

About the work environment:

Peoples Group offers a flexible and hybrid work environment. In this role, you will work a combination of in-office and remotely from home. Typically, you'll be working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start/end times.

We offer:

• A hybrid work environment, enabling you to balance your personal and professional life seamlessly.
• Competitive salaries, profit sharing, RRSP matching, and benefits from day one.
• Generous paid time off to help achieve a healthy work-life balance.
• A strengths-based approach, ensuring we work together more effectively.
• A commitment to your well-being in five key areas: Financial, Physical, Social, Career, and Community.

Hiring process:

If your application is selected, you will be invited for a first interview with one of our Talent Acquisition Business Partners. Depending on the role, interviews may be conducted virtually or in-person. The hiring team will communicate any in-person requirements throughout the process

NOTE: This job posting is for an existing vacancy. Peoples Group is an Equal Employment Opportunity employer. Please accept our utmost appreciation for your interest; however, only those applicants under consideration will be contacted.

We value and celebrate individuality while fostering an inclusive workplace for everyone. If there's any way we can support or accommodate you during the selection process, please don't hesitate to let us know.