Loyalty Specialist
Toronto, ON · Hybrid
This role implements client retention strategies across multiple channels to retain business, maximize revenue opportunities, and achieve or exceed loyalty objectives. The role works closely with ...
New
Loyalty Specialist
Toronto, ON · Hybrid
This role implements client retention strategies across multiple channels to retain business, maximize revenue opportunities, and achieve or exceed loyalty objectives. The role works closely with ...
New
Client Relationship Leader
CA$140K - CA$180K/yr
Risk Management & Retention: Identify risks and drive mitigation plans, including developing and executing client retention and contract renewal strategies. * Strategic Industry Insight: Provide ...
Client Relationship Leader
CA$140K - CA$180K/yr
Risk Management & Retention: Identify risks and drive mitigation plans, including developing and executing client retention and contract renewal strategies. * Strategic Industry Insight: Provide ...
You will play an important role in client retention, asset growth, client activation, and business development. This is an opportunity for a relationship-driven professional who combines commercial ...
You will play an important role in client retention, asset growth, client activation, and business development. This is an opportunity for a relationship-driven professional who combines commercial ...
You will play an important role in client retention, asset growth, client activation, and business development. This is an opportunity for a relationship-driven professional who combines commercial ...
Quick apply
You will play an important role in client retention, asset growth, client activation, and business development. This is an opportunity for a relationship-driven professional who combines commercial ...
Associate Director, Client Success (Remote)
Toronto, ON · Remote
CA$102K - CA$131K/yr
Manage portfolio performance against defined retention and expansion targets (quota), including ... Ensure all client-facing deliverables and interactions are accurate, current, and executive-ready
Associate Director, Client Success (Remote)
Toronto, ON · Remote
CA$102K - CA$131K/yr
Manage portfolio performance against defined retention and expansion targets (quota), including ... Ensure all client-facing deliverables and interactions are accurate, current, and executive-ready
Perform follow up phone calls to clients regarding renewals to maximize client retention * Organize and maintain the company database of information in the CRM software * Learn, understand and ...
Quick apply
Perform follow up phone calls to clients regarding renewals to maximize client retention * Organize and maintain the company database of information in the CRM software * Learn, understand and ...
Drive retention, renewals, and revenue growth by positioning OpenText services, support programs ... Lead client meetings and proactively manage escalations, collaborating with internal stakeholders ...
Drive retention, renewals, and revenue growth by positioning OpenText services, support programs ... Lead client meetings and proactively manage escalations, collaborating with internal stakeholders ...
Client Relationship Manager
Toronto, ON · Hybrid
CA$85K - CA$135K/yr
The CRM is a key field office relationship management role supporting the overall client experience and retention of corporate clients at their place of business. The CRM is accountable to support ...
New
Client Relationship Manager
Toronto, ON · Hybrid
CA$85K - CA$135K/yr
The CRM is a key field office relationship management role supporting the overall client experience and retention of corporate clients at their place of business. The CRM is accountable to support ...
New
Client Success Manager
Toronto, ON · Remote
You will be the driving force behind client retention and growth, combining relationship management with a commercial mindset to help clients get the most value out of their partnership with the ...
Client Success Manager
Toronto, ON · Remote
You will be the driving force behind client retention and growth, combining relationship management with a commercial mindset to help clients get the most value out of their partnership with the ...
Identify account growth opportunities and contribute to client retention. * Partner directly with agency leadership to scale operations. Requirements * At least 5-10+ years in a digital marketing ...
Identify account growth opportunities and contribute to client retention. * Partner directly with agency leadership to scale operations. Requirements * At least 5-10+ years in a digital marketing ...
Identify account growth opportunities and contribute to client retention. * Partner directly with agency leadership to scale operations. Requirements * At least 5-10+ years in a digital marketing ...
Quick apply
Identify account growth opportunities and contribute to client retention. * Partner directly with agency leadership to scale operations. Requirements * At least 5-10+ years in a digital marketing ...
FinTech Client Consultant
Toronto, ON · Hybrid
CA$66K - CA$91K/yr
... retention and new business development. * Collaborate with senior Global Support staff and otherSimCorpresources in responding to advanced client inquiries, deepening your knowledge with every ...
FinTech Client Consultant
Toronto, ON · Hybrid
CA$66K - CA$91K/yr
... retention and new business development. * Collaborate with senior Global Support staff and otherSimCorpresources in responding to advanced client inquiries, deepening your knowledge with every ...
VP, Client Strategy
CA$190K - CA$220K/yr
Retention & Account Management Practices: The VP sets the standards for magical client touchpoints -- from quarterly strategy reviews and annual account reviews to weekly syncs and reporting ...
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VP, Client Strategy
CA$190K - CA$220K/yr
Retention & Account Management Practices: The VP sets the standards for magical client touchpoints -- from quarterly strategy reviews and annual account reviews to weekly syncs and reporting ...
... retention and growth. CST RM Analyst will be responsible for all cross-product onboarding with primary focus in their primary region for their client sector. What will you do? Responsible for ...
... retention and growth. CST RM Analyst will be responsible for all cross-product onboarding with primary focus in their primary region for their client sector. What will you do? Responsible for ...
Maintain a strong understanding of departmental mandates, priorities, client retention strategies and client satisfaction objectives. Meet or Exceed Performance Benchmarks * Perform duties in ...
Maintain a strong understanding of departmental mandates, priorities, client retention strategies and client satisfaction objectives. Meet or Exceed Performance Benchmarks * Perform duties in ...
Define and measure success metrics including retention, expansion, and client satisfaction. * Act as the voice of the customer within the organization. * Oversee d1g1t's client support operations ...
Quick apply
Define and measure success metrics including retention, expansion, and client satisfaction. * Act as the voice of the customer within the organization. * Oversee d1g1t's client support operations ...
Define and measure success metrics including retention, expansion, and client satisfaction. * Act as the voice of the customer within the organization. * Oversee d1g1t's client support operations ...
Define and measure success metrics including retention, expansion, and client satisfaction. * Act as the voice of the customer within the organization. * Oversee d1g1t's client support operations ...
Client Success Manager
Mississauga, ON · Remote
CA$94K - CA$141K/yr
CSMs are measured by success metrics for assigned accounts (retention/support renewal, client ... satisfaction, revenuegrowth). * 96% client retention * Leadsidentifiedsolely by the CSM that turn ...
Client Success Manager
Mississauga, ON · Remote
CA$94K - CA$141K/yr
CSMs are measured by success metrics for assigned accounts (retention/support renewal, client ... satisfaction, revenuegrowth). * 96% client retention * Leadsidentifiedsolely by the CSM that turn ...
Client Director, Client Success
Markham, ON · On-site
CA$100K - CA$120K/yr
Demonstrated experience managing client portfolios and driving client retention and profitability. * Experience working within a SaaS environment is an asset within the tech industry * Excellent ...
Client Director, Client Success
Markham, ON · On-site
CA$100K - CA$120K/yr
Demonstrated experience managing client portfolios and driving client retention and profitability. * Experience working within a SaaS environment is an asset within the tech industry * Excellent ...
Director, Personal Lines Client Care
Whitby, ON · On-site
CA$100K - CA$130K/yr
Champion client retention by turning data into actionable strategies that enhance the customer experience * Ensure compliance whilemaintainingoperational rigor and accountability * Collaborate with ...
Director, Personal Lines Client Care
Whitby, ON · On-site
CA$100K - CA$130K/yr
Champion client retention by turning data into actionable strategies that enhance the customer experience * Ensure compliance whilemaintainingoperational rigor and accountability * Collaborate with ...
Client Retention information
What is the difference between Client Retention vs Customer Service Representative?
| Aspect | Client Retention | Customer Service Representative |
|---|---|---|
| Primary Focus | Building long-term relationships to retain clients | Handling customer inquiries and resolving issues |
| Skills Needed | Relationship management, sales, communication | Communication, problem-solving, product knowledge |
| Work Environment | Sales teams, account management, client-focused roles | Call centers, retail, support departments |
| Goals | Reduce churn, increase client loyalty | Customer satisfaction, issue resolution |
While both roles involve communication with clients or customers, Client Retention focuses on maintaining long-term relationships and reducing churn, often involving strategic engagement. Customer Service Representatives primarily address immediate customer needs and resolve issues to ensure satisfaction. Both roles are essential for business success but differ in scope and objectives.
What is a client retention job?
A client retention job involves developing strategies to maintain existing clients and encourage repeat business. Roles often include customer relationship management, communication skills, and using tools like CRM software to track client interactions and satisfaction. Successful professionals in this field help companies build long-term client loyalty and reduce churn.
What are the most commonly searched types of Client Retention jobs in Toronto, ON?
The most popular types of Client Retention jobs in Toronto, ON are:
Full-time
Medical, Dental, Retirement
Posted 3 days ago
New
Job description
WHO WE ARE
HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we're passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage product.
OUR VALUES, OUR PASSION
At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.
- Customer-Focused. Passionate Advocates
- Courage to Act. Do the Right Thing
- One Team. One Vision
- Think Long-Term. Ever-Evolving
- Be Exceptional. Inspire Greatness
POSITION SUMMARY
Retaining customers is the primary responsibility of this position. This role implements client retention strategies across multiple channels to retain business, maximize revenue opportunities, and achieve or exceed loyalty objectives. The role works closely with internal cross-functional teams (sales, client relations, data analytics) to identify high-value clients with retention and upsell opportunities and propose solutions based on an understanding of client needs, providing excellent customer service with sharp business acumen.
MAJOR ELEMENTS OF THE ROLE
Manages multiple clients referred by Client Relations, Sales, or other cross-functional teams, as well as proactively contacts select customers to review their financial situation and mortgage needs.
Takes initiative to identify issues, report customer concerns, and identify gaps and ways to improve retention.
Promotes and presents rationale to selected clients on how HEB's products and services can meet each client's diverse needs to increase loyalty and maintain or upsell existing business.
Maintains in-depth knowledge of HEB's products and services, including pre-established retention offers, to ensure a position to overcome objections and present the right rationale and benefits.
Manages all aspects of retention activities, including client account analysis and coordinating with other departments such as client relations, sales, underwriting, operations, finance, and key stakeholders, focusing on operational and customer service excellence.
Handles incoming client calls in a prompt and professional manner.
Incorporates AML/ATF and Privacy legislation into client interactions.
Gathers and analyzes retention file activity, client profiles, and other important metrics; creates client retention reports to provide insight and observations regarding the effectiveness of retention activities.
Gathers internal and client feedback and collects information to recommend changes to processes or approaches to increase client retention effectiveness.
Keeps abreast of changing rules and regulations and also competitors' products/services.
From time to time may be asked to participate in and/or lead a retention project that will advance the operations and strategic efforts of the department.
SKILLS AND EXPERIENCE REQUIRED
Previous inbound/outbound sales experience.
Proven communication, interpersonal, and relationship management skills.
Ability to analyze client needs and quickly and effectively identify the right solution.
Excellent organization and time management skills.
Ability to work autonomously and effectively plan own work.
Ability to adapt quickly and easily to changes within the department or organization as industry rules change, market competition changes, or business volume fluctuates.
Excellent problem-solving skills to tactfully deal with customer feedback and a demonstrated ability to negotiate resolutions.
A continuous improvement mindset is required.
DESIRED/GOOD TO HAVE
Knowledge of banking/financial products or services.
Knowledge of Privacy and AM/ATF legislation and HEB's mortgage products and services.
Bilingual is considered a desired asset.
WORKING CONDITIONS UNIQUE TO JOB:
Hybrid work environment
WHY WORK AT HOMEEQUITY BANK?
Great Environment
HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility - an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.
We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.
A Dynamic Culture - With People at the Centre
We believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto's Top Employers 2024,Waterstone Canada's Most Admired Corporate Cultures 2022-2023, the Globe and Mail's Report on Business: Canada's Top Growing Companies 2022 (third year since 2019), Canadian's Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023.
Growth and Opportunities
We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training. We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development.
Celebrating Great Work and People
We believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say 'great job' to their colleagues and leaders.
From our Appreciate! Program to the High Five Award Program and President's Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more.
Our Community Leadership Program recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with one paid day off each year to volunteer at their favourite local charity.
The Perks (for eligible employees)
HomeEquity Bank offers a competitive total rewards package that includes:
Extended health and dental benefits
Employee & Family Assistance Program
Employer-Matched Group Retirement Savings Plan
Employee Share Investment Plan
Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits
Employee corporate discount for GoodLife Fitness
HomeEquity Bank is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Please note that our successful candidate is required to complete a background check.
Stay in the Know
Find out what we're up to online, and learn more about what makes HomeEquity Bank a great place to work:
LinkedIn
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Instagram
Chip.ca
Join Us! If you're ready to build the future of reverse mortgages, we want to hear from you.