Client Service Manager

Posting Date: March 1, 2021

About AdvisorNet

Our company was started in 1996 to meeting the growing need for Internet marketing services. Over the past 25 years we have provided website, email, e-newsletter and other digital marketing services to over 1000 Canadian financial advisors from coast-to-coast.

What We Value

We place a very high value in honesty, integrity and teamwork. We seek hard-working employees who are motivated by the challenge of improving our client experiences through innovative technology solutions.


  • Oversee all client service procedures.
  • Manage sales processes for acquiring new clients.
  • Conduct follow-up calls with existing clients.
  • Train new Client Service Team members.
  • Other duties as required.

Qualifications & Skills

The right person for our team will be an enthusiastic, tech-savvy individual who is passionate about making a big impact for our clients. Previous experience working in the Financial Services industry would be a definite asset.

Our company believes in a "giving-back" mentality. Candidates with experience in charitable work would be a great fit for our team.

The successful candidate will be someone with strong skills in the following areas:

  • Good oral and written communication skills
  • Good phone skills
  • Inside sales experience
  • Advanced knowledge of PCs and business software
  • Email Management ( MS Outlook )
  • Microsoft Office ( Word, Excel, PowerPoint)
  • Salesforce CRM
  • Internet research / Problem solving
  • Internet browsers (Chrome, Edge, Firefox)
  • Basic understanding of web page management


Starting Annual Salary: Commensurate with experience
Monthly bonuses available - based on company performance.

Job Type

Full-time, Permanent

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