Burlington, On Service manager, huntsville Jobs – 272 Openings This Week

Senior Client Services Manager
Celernus Investment Partners Inc —Burlington, ON
- $60,000–$75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Organizational skills
Quick apply
7d
Field Sales Manager
TELUS —Hamilton, ON
- $36,000–$80,000 a year
- Full-time
- Sales
- Customer service
- Leadership
- Dental care
Quick apply
Used Car Manager
Leggat Chevrolet Burlington —Burlington, ON
- $70,000–$100,000 a year
- Full-time
- Inventory management
- Merchandising
- Analysis skills
- Dental care
Quick apply
Service Manager, Huntsville
Fountain Tire —Ontario
- $75,000 a year
- Day shift
- Leadership
- Communication skills
- Mechanical knowledge
- Dental care
- Vision care
12d
Heavy Equipment assistant field service manager
Skytec Rentals Inc. —Hamilton, ON
- $55,000–$85,000 a year
- Full-time
- Heavy lifting
- Schematics
- Customer service
- Dental care
- Tuition reimbursement
Quick apply
6d
Area Sales Manager
Winpak Ltd —Ontario
- Remote
- Bilingual
- Sales
- Marketing
- Disability insurance
- Dental care
Quick apply
Occupational Therapist
Closing the Gap Healthcare —Ontario
- Contract
- Hybrid work
- Dental care
- Paid time off
Quick apply
Rope Access Supervisor / Trainer
Rope Access Maintenance Inc —Burlington, ON
- $42–$47 an hour
- Full-time
- Hybrid work
- Up to 50% travel
- Customer service
- English
- Dental care
- Employee assistance program
Quick apply
Salon Manager
Great Clips —Milton, ON
- Weekends as needed
- Customer service
- Hair styling
- English
Quick apply
Aquatic Facility Manager
Making Waves Swim School —Milton, ON
- $65,000–$80,000 a year
- Weekends as needed
- CRM software
- Management
- Organizational skills
Quick apply
5d
Manager of Clinical Services
Lynwood Charlton Centre —Hamilton, ON
- $90,000 a year
- Full-time
- Master's degree
- Analysis skills
- Supervising experience
- Disability insurance
- Dental care
Quick apply
Office Manager
Garden Gallery —Burlington, ON
- $25,000–$32,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
9d
Director, Human Services Planning & Program Support
Halton Region —Oakville, ON
- $175,055–$218,818 a year
- Hybrid work
- PMP
- Master's degree
- Bachelor's
12d
Assistant Store Manager
Barbecues Galore —Oakville, ON
- $52,000–$65,000 a year
- Full-time
- Sales
- Leadership
- Store discount
- Dental care
Quick apply
Location Manager
Lift Auto Body —Oakville, ON
- $90,000–$110,000 a year
- Full-time
- CPR Certification
- First Aid Certification
- Communication skills
Quick apply
7d
Senior Manager, Sales & CRM Optimization
FirstOntario Credit Union —Hamilton, ON
- $93,677–$128,806 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Salesforce
- Employee assistance program
Quick apply
Business Development Manager - Mining & Environmental Laboratory Services (Eastern Canada)
Bureau Veritas —Ontario
- Full-time
- Bilingual
- CRM software
- Sales
Business Services Manager (Orillia)
Arcavia (Orillia) LTC LP —Ontario
- $56,000–$73,000 a year
- Full-time
- Administrative experience
- Business
- Communication skills
- Dental care
Quick apply
District Manager (Arborist)
The Davey Tree Expert Company —Ontario
- $80,000–$120,000 a year
- Full-time
- Bachelor's
- In-person
- Communication skills
- Employee stock purchase plan
- Dental care
Quick apply
Manager, Legal Services
FirstOntario Credit Union —Hamilton, ON
- $81,110–$111,527 a year
- Full-time
- Hybrid work
- Microsoft Office
- Contracts
- Business
- Employee assistance program
Quick apply
12d

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service manager, huntsville jobs near burlington, on

Senior Client Services Manager

Celernus Investment Partners Inc
Burlington, ON

Quick apply

Job details

Full-time
$60,000–$75,000 a year
7 days ago

Qualifications

Investment
Microsoft Excel
Microsoft Office
Organizational skills
CSC
Leadership
Communication skills

Full job description

Celernus Investment Partners

About Us

Celernus Investment Partners was founded in 2011 to deliver disciplined investment management through a boutique, relationship-driven model. What began as a firm serving high-net-worth families has grown to support institutional investors and financial advisory businesses across Canada.

As our platform has expanded into wealth management, private credit, real estate, and insurance, one principle has remained constant: relationships matter as much as returns.

Our boutique structure and disciplined approach let us deliver a personal, highly attentive client experience.

Role Overview

Celernus is seeking a Senior Client Services Manager to lead client onboarding, account administration, and operational support. Reporting to the firm’s Senior Partners and working closely with our Investment Counsellor, this role coordinates client service activity across the firm while maintaining direct client and advisor interaction.

This role is ideal for a seasoned client service professional who thrives in a hands-on boutique environment. You enjoy owning complex processes end-to-end, solving problems proactively, and ensuring clients feel supported at every step. You are both a doer and a leader — someone who elevates the client experience while helping strengthen the service capabilities of the entire team.

Key Responsibilities

Client Onboarding & Relationship Support

Lead and manage all new client onboardings — from initiation to completion — while providing proactive updates and an exceptional client experience.
Coordinate all transfers, ensuring book values and account data move correctly from relinquishing custodians.
Gather, track, and maintain KYC/IPS information to ensure ongoing regulatory compliance.
Develop a deep understanding of each client’s personal and financial profile.

Operational Execution & Systems Ownership

Manage and maintain the firm’s CRM system, ensuring accuracy and up-to-date client information.
Set up all clients within NBIN systems (MyPortfolio+, Compass, etc.) and ensure accurate platform advisor configuration within NBIN and Croesus.
Set up billing in Croesus for new clients and coordinate approvals with Accounting/Compliance.
Manage internal client files, ensuring documentation is complete, organized, and privacy-compliant.
Track and maintain valid personal identification documents for all clients.

Client Reporting & Account Administration

Generate ad hoc client reporting (portfolio statements, transaction histories, etc.).
Process account-level changes: RRSP to RRIF conversions, LIRA to LIF conversions, RESP administration, PAC/SWP setups, and annual RRIF minimum calculations.
Support all aspects of account maintenance in partnership with the Investment Counsellor and Portfolio Managers.

Advisor & Custodian Support

Train clients and platform advisors on the use of NBIN and Croesus tools as the firm’s internal “power user.”
Liaise with NBIN to stay ahead of platform updates and translate new features into internal best practices.
Participate in internal service and operations meetings, contributing to both advisory and operational initiatives.

Team Leadership & Development

Coach and mentor junior service staff to help develop their technical and professional capabilities.
Support a positive, collaborative team culture with a focus on continuous improvement.

Required Qualifications

5+ years of experience in client service, operations, or account administration within wealth management, investment management, or brokerage environments.
Completion of, or willingness to complete, the Canadian Securities Course (CSC).
Strong understanding of investment account structures and operational processes (NBIN and Croesus experience preferred).
Excellent communication skills — written, verbal, and client-facing.
High attention to detail and accuracy, with strong organizational skills.
Ability to manage multiple priorities and meet deadlines in a dynamic, boutique environment.
Demonstrated initiative, ownership mentality, and willingness to collaborate with PMs, partners, advisors, and clients.
Proficiency in Microsoft Office, particularly Excel.

Compensation Package

Salary: Commensurate with experience.
Discretionary bonus program.
Benefits package available.

Join Our Team

If this seems like a good fit, we would be happy to speak. Please send your resume and cover letter to:

Chris Grant
Senior Partner, Celernus Investment Partners
[email protected]

We look forward to hearing from you.

Job Type: Full-time

Pay: $60,000.00-$75,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

service manager, huntsville jobs in burlington, on

Senior Client Services Manager

Field Sales Manager

Used Car Manager

Service Manager, Huntsville

Heavy Equipment assistant field service manager

Area Sales Manager

Occupational Therapist

Rope Access Supervisor / Trainer

Salon Manager

Aquatic Facility Manager

Manager of Clinical Services

Office Manager

Director, Human Services Planning & Program Support

Assistant Store Manager

Location Manager

Senior Manager, Sales & CRM Optimization

Business Development Manager - Mining & Environmental Laboratory Services (Eastern Canada)

Business Services Manager (Orillia)

District Manager (Arborist)

Manager, Legal Services

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