Client Services Specialist at Solactive in Toronto

Company Description

The Client Services Team serves as the operational backbone of Sales, providing the key link between Sales, Clients, Finance, Legal, Operations and external partners. It ensures the effective delivery of client-related activities, from contract administration and data governance to business reporting and ongoing commercial coordination.

Combining operational excellence with a client-centric approach, Client Services helps drive revenue growth, strengthen client relationships and improve business efficiency. Through effective process management, reliable data and actionable insights, the team creates the infrastructure that enables Sales to focus on clients and long-term commercial success.

Job Overview

As a part of Client Services, you will play an integral role in the smooth delivery of commercial and client-facing activities across the business. Working closely with Sales and other internal stakeholders, you will coordinate contracts and client requests, maintain high-quality Salesforce data and reporting, and contribute to the effective administration of the sales function.

Your responsibilities will include contract and order management, pipeline and sales reporting, client relationship administration, event coordination, and the continuous improvement of workflows and processes. As a trusted point of contact for both internal stakeholders and clients, you will help ensure a consistently high standard of service while contributing to the efficiency and growth of the business.

Your Tasks

• Manage key client and commercial workflows, including new agreements, order schedules, data access requests, licensing checks, internal approvals, renewals and terminations.
• Maintain high-quality Salesforce data and reporting, ensuring accurate, complete and consistent records across client, pipeline and commercial activities, and leverage technology, including automation and AI tools, to enhance these systems and processes.
• Monitor sales performance, pipeline activity and key commercial milestones, providing reports, dashboards and actionable insights to Sales and management.
• Coordinate incoming client and internal requests, working closely with Index Operations, Product, Sales, Finance, Legal and external partners to ensure timely resolution and follow-up.
• Act as a point of contact for clients on operational and administrative matters, including invoicing, data access and other day-to-day enquiries.
• Support client relationship and commercial activities, working with Sales to resolve issues, identify opportunities and strengthen long-term relationships.
• Drive continuous improvement of sales processes and tools, including Salesforce enhancements, workflow optimisation and the development of more efficient ways of working.

Your Profile

• 3-5 years of relevant experience in Client Services, Sales Operations, Business Operations, Account Management or a comparable commercial environment.
• Experience with CRM systems, ideally Salesforce, including data management, reporting and dashboards.
• Strong analytical skills and proficiency in Microsoft Excel, with the ability to translate data into clear and useful business insights.
• Excellent organisational skills and attention to detail, with the ability to manage multiple priorities and deadlines effectively.
• Strong communication and stakeholder management skills, with a confident, service-oriented approach to working with clients and internal teams.
• A proactive and solution-oriented mindset, with an interest in improving processes and ways of working.
• Experience in a client-facing or commercially oriented role is an advantage.

Please note: Candidates must be legally authorized to work in Canada.

Our Offer

• Competitive compensation: Enjoy a competitive salary package that reflects your experience, skills, and contribution to the team.
• Modern working environment: Flat hierarchy, hybrid work model, healthcare coverage, modern Toronto office, and regular networking and social events.
• Meaningful ownership: Take responsibility for important client relationships and initiatives, with the opportunity to influence how we deliver services.
• Broad business experience: Gain exposure to financial markets, index products, data delivery, technology, and client relationship management.
• International collaboration: Join a global team of approximately 50 nationalities with opportunities to collaborate across Solactive's offices.

Your Application

Interested? Don’t miss your chance and apply directly online by filling in the application form on our website. This role is for an existing vacancy. Please ensure you also upload your CV; a cover letter is optional. We look forward to receiving your application.

For further information, please visit: www.solactive.com/career/

Please note: no artificial intelligence (AI) is used in the screening, assessment, or selection of candidates for this position.