Manager Client Solutions (Full Time Contract 18 Months)
Role Overview
The Client Solutions department handles client requests and integrates new products and regulatory requirements.
The Strategic Charitable Giving Foundation provides donor-advised charitable giving services and related account administration.
The Manager reports to the Senior Client Solutions Manager and leads the foundation administration team.
Key Skills for This Role
Full Job Posting
Role overview
The Client Solutions department handles client requests and integrates new products and regulatory requirements.
The Strategic Charitable Giving Foundation provides donor-advised charitable giving services and related account administration.
The Manager reports to the Senior Client Solutions Manager and leads the foundation administration team.
Responsibilities
- Coach team members, manage performance, and develop employees through regular coaching and cross-training.
- Oversee daily operations, business controls, workflow, resources, service levels, and quality and productivity targets.
- Collaborate with business partners to improve processes and communicate policy and procedure changes.
- Resolve escalated and time-sensitive issues and improve client service delivery.
- Participate in recruiting, hiring, and onboarding.
Qualifications
- At least 5 years of experience in a diverse client-service-focused environment.
- Demonstrated people-management, coaching, team development, and change leadership experience.
- Strong relationship management, communication, judgment, problem-solving, planning, and organization skills.
- Post-secondary degree in Business Administration or a related field.
- Proficiency in Microsoft Office and superior knowledge of financial services, mutual funds, investment products and services, policies, and procedures.
- Charitable administration experience; French and English bilingualism is an asset.
Compensation
- Annual base salary range is $69,000–$86,000, prorated for the contract term.
- Eligible for paid time off prorated for the term.
Workplace
- Hybrid work environment with three days per week in the office.
Benefits and culture
- The employer describes an inclusive culture, flexible work arrangements, and employee-led Business Resource Groups.
Application
- Apply by October 7, 2026.
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