... success of Canadian entrepreneurs. Choosing BDC as your employer also means: * Flexible and ... You will review client files, gather and analyze KYC documentation, identify potential compliance ...
... success of Canadian entrepreneurs. Choosing BDC as your employer also means: * Flexible and ... You will review client files, gather and analyze KYC documentation, identify potential compliance ...
Understanding each client's needs and presenting appropriate solutions * Building strong, lasting ... Supportive Team Environment Focused on Your Success We're Looking For Individuals Who Are * Self ...
Understanding each client's needs and presenting appropriate solutions * Building strong, lasting ... Supportive Team Environment Focused on Your Success We're Looking For Individuals Who Are * Self ...
Understanding each client's needs and presenting appropriate solutions * Building strong, lasting ... Supportive Team Environment Focused on Your Success We're Looking For Individuals Who Are * Self ...
Understanding each client's needs and presenting appropriate solutions * Building strong, lasting ... Supportive Team Environment Focused on Your Success We're Looking For Individuals Who Are * Self ...
We will provide a solid training experience to set you up for success, including the option to gain ... The Client Service Representative, Small Business has the option to work fully from the Payworks ...
We will provide a solid training experience to set you up for success, including the option to gain ... The Client Service Representative, Small Business has the option to work fully from the Payworks ...
A client-focused role, committed to managing and growing client relationships through the delivery ... As this role contributes to the overall success of the Investment Advisors portfolio, you may be ...
A client-focused role, committed to managing and growing client relationships through the delivery ... As this role contributes to the overall success of the Investment Advisors portfolio, you may be ...
The Client Relationship Manager (CRM) possesses a good understanding of financial products and ... achieve success through a broad range of advice, products and services, including personal and ...
The Client Relationship Manager (CRM) possesses a good understanding of financial products and ... achieve success through a broad range of advice, products and services, including personal and ...
We will provide a solid training experience to set you up for success, including the option to gain ... The Client Service Representative, Small Business (Bilingual EN/FR) has the option to work fully ...
We will provide a solid training experience to set you up for success, including the option to gain ... The Client Service Representative, Small Business (Bilingual EN/FR) has the option to work fully ...
... client concerns with empathy and professionalism Maintain a clean, organized front desk and reception area What we are looking for: Outstanding customer service and communication skills Ability to ...
... client concerns with empathy and professionalism Maintain a clean, organized front desk and reception area What we are looking for: Outstanding customer service and communication skills Ability to ...
As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...
New
As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...
New
As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...
New
As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...
New
As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...
As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...
As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...
As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...
Remote Client Benefits Advisor
Winnipeg, MB · On-site +1
Supportive Team Culture Work alongside experienced professionals who are committed to your success through coaching, mentorship, and collaboration. Meaningful Work Help clients understand and access ...
Remote Client Benefits Advisor
Winnipeg, MB · On-site +1
Supportive Team Culture Work alongside experienced professionals who are committed to your success through coaching, mentorship, and collaboration. Meaningful Work Help clients understand and access ...
Remote Client Benefits Advisor
Winnipeg, MB · On-site +1
Supportive Team Culture Work alongside experienced professionals who are committed to your success through coaching, mentorship, and collaboration. Meaningful Work Help clients understand and access ...
Remote Client Benefits Advisor
Winnipeg, MB · On-site +1
Supportive Team Culture Work alongside experienced professionals who are committed to your success through coaching, mentorship, and collaboration. Meaningful Work Help clients understand and access ...
Préposé service client
Winnipeg, MB · On-site
Ici, on se propulse ! Être préposé au service à la clientèle chez Filgo, c'est un emploi diversifié où chaque journée est unique. Nous propulsons ta débrouillardise en te lançant des ...
Préposé service client
Winnipeg, MB · On-site
Ici, on se propulse ! Être préposé au service à la clientèle chez Filgo, c'est un emploi diversifié où chaque journée est unique. Nous propulsons ta débrouillardise en te lançant des ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Banking Advisor
Thompson, MB · On-site
Opportunity to achieve great success and grow your career with RBC Job Skills Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data ...
Banking Advisor
Thompson, MB · On-site
Opportunity to achieve great success and grow your career with RBC Job Skills Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data ...
Supportive Team Culture Work alongside experienced professionals who are committed to your success through coaching, mentorship, and collaboration. Meaningful Work Help clients understand and access ...
Supportive Team Culture Work alongside experienced professionals who are committed to your success through coaching, mentorship, and collaboration. Meaningful Work Help clients understand and access ...
Supportive Team Culture Work alongside experienced professionals who are committed to your success through coaching, mentorship, and collaboration. Meaningful Work Help clients understand and access ...
Supportive Team Culture Work alongside experienced professionals who are committed to your success through coaching, mentorship, and collaboration. Meaningful Work Help clients understand and access ...
Client Success information
See Manitoba salary details
$23K - $31.5K
6% of jobs
$31.5K - $40K
18% of jobs
$40.3K is the 25th percentile. Wages below this are outliers.
$40K - $48.5K
23% of jobs
The median wage is $49.8K / yr.
$48.5K - $57K
18% of jobs
$64.9K is the 75th percentile. Wages above this are outliers.
$57K - $65.5K
11% of jobs
$65.5K - $74K
7% of jobs
$74K - $82.5K
6% of jobs
$82.5K - $91K
4% of jobs
$91K - $99.5K
3% of jobs
$99.5K - $108K
2% of jobs
$108K - $116.5K
1% of jobs
$23K
$59.2K
$116.5K
How much do client success jobs pay per year?
What are the key skills and qualifications needed to thrive as a client success professional?
What is the difference between Client Success vs Customer Support?
| Aspect | Client Success | Customer Support |
|---|---|---|
| Primary Focus | Proactively ensuring client satisfaction and long-term success | Reactively resolving immediate issues and technical problems |
| Work Environment | Strategic, relationship-driven, often involves onboarding and account management | Operational, troubleshooting, and technical assistance |
| Required Skills | Communication, relationship management, strategic planning | Technical knowledge, problem-solving, customer service skills |
While both roles aim to improve customer experience, Client Success focuses on building long-term relationships and ensuring clients achieve their goals, whereas Customer Support addresses immediate technical issues and troubleshooting. Understanding these differences helps organizations assign the right roles to enhance customer satisfaction and retention.
What are some common challenges faced by client success professionals and how can they be addressed?
What is client success?

Full-time
Medical, Retirement, PTO
Posted 11 days ago
Job description
We are banking at another level.
Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.
Choosing BDC as your employer also means:
Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few
In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1
A hybrid work model that truly balances work and personal life
Opportunities for learning, training and development, and much more...
Explore the BDC Way in our Culture Book
POSITION OVERVIEW
At BDC, the only bank dedicated exclusively to Canadian entrepreneurs, your work contributes directly to the success of small and medium-sized businesses across Canada. As a KYC Analyst, you will provide administrative and analytical support to the Financing team by managing the Know Your Client (KYC) process for loan applications. You will review client files, gather and analyze KYC documentation, identify potential compliance concerns, and work closely with the Business Development Lead (BDL) and Underwriter to ensure complete and accurate submissions. At BDC, we value inclusion, equity, and diversity, and you can be yourself at work.
CHALLENGES TO BE MET
- Lead the KYC process from end to end, ensuring the timely collection, review, analysis, and validation of required KYC documentation.
- Review customer files to understand the overall financing request and identify missing information or documentation.
- Analyze KYC information and documentation to identify potential non-compliance issues, risks, or concerns.
- Escalate KYC-related findings and concerns to the Business Development Lead (BDL) as required.
- Follow up directly with clients to obtain required information and documentation.
- Manage multiple KYC files simultaneously while maintaining accuracy and meeting deadlines.
- Collaborate closely with the Business Development Lead, Underwriter, and internal partners to ensure all KYC requirements are met.
- Submit complete and error-free KYC documentation in accordance with established policies, procedures, and standards.
- Provide timely, accurate, and professional service to existing and prospective clients.
- Build and maintain effective working relationships with clients and internal stakeholders.
- Stay up to date on changes to KYC policies, procedures, regulatory requirements, and industry trends that may impact BDC.
- Support BDC's commitment to delivering a high-quality experience to Canadian entrepreneurs.
WHAT WE ARE LOOKING FOR
Required Qualifications
- Bachelor's degree in Business Administration or a related field.
- Ability to analyze and interpret financial statements.
- Strong business acumen.
- Ability to build and maintain effective relationships with internal and external stakeholders.
- Exceptional attention to detail.
- Client service orientation with the ability to listen, identify issues, and support resolution.
- Excellent written and verbal communication skills.
- Strong organizational skills with the ability to prioritize workload and manage multiple responsibilities simultaneously.
- Ability to work independently and meet tight deadlines.
- Proficiency in Microsoft Office Suite, including:
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Ability to review, analyze, and validate KYC documentation and information.
- Availability to work on-site a minimum of three (3) days per week.
Preferred Qualifications
- Experience supporting KYC (Know Your Client), compliance, anti-money laundering (AML), customer due diligence (CDD), or lending-related processes.
- Experience working in a financial services, banking, lending, or commercial financing environment.
- Demonstrated teamwork and collaboration skills.
- Flexibility and adaptability in a fast-paced environment.
- Creative problem-solving skills.
- Bilingualism in English and French
Locations: Calgary, Regina, Winnipeg, Edmonton, Saskatoon.
#INDHP
Proudly one of Canada's Top 100 Employers and one of Canada's Best Diversity Employers, we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application, please do not hesitate to contact us at accessibility@bdc.ca.
While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.