11 results for Customer Service Manager in Waterloo, ON

Senior Manager, Assurance and Accounting

Hamilton, ON
onsite
Permanent
95000.00 - 150000.00 CAD / Yearly
Hybrid Work Environment | Path to Partnership | Strong Work-Life Balance Robert Half is partnering with a respected and growing public accounting firm in Hamilton, ON to recruit a Senior Manager, Accounting & Assurance. Reporting directly to the Partners, this leadership role offers an exceptional opportunity for an experienced CPA looking to take the next step in their career and work toward future partnership. This position is ideal for someone who enjoys building strong client relationships, leading engagement teams, mentoring staff, and contributing to the strategic direction of a firm. In return, you'll benefit from a collaborative culture, flexible hybrid work arrangements, and a clear path to Partner for long-term career advancement. Why Join?<ul><li>Defined career progression with partnership potential</li><li>Hybrid work environment and flexible scheduling (2-3 days/week onsite)</li><li>Strong commitment to work-life balance</li><li>Opportunity to influence firm strategy and growth</li><li>Collaborative and supportive team culture</li><li>Diverse client base including charities, not-for-profits, and owner-managed businesses</li><li>Leadership role with meaningful client interaction and team development responsibilities</li></ul>Key Responsibilities<ul><li>Manage a portfolio of client relationships, ensuring exceptional service and identifying opportunities to provide value-added advice.</li><li>Lead complex audit, review, and compilation engagements from planning through completion.</li><li>Deliver high-quality assurance and accounting services while ensuring compliance with professional standards.</li><li>Review financial statements, tax returns, CRA correspondence, and other client deliverables.</li><li>Meet with clients to discuss financial results, tax matters, planning opportunities, and business initiatives.</li><li>Present financial statements at Annual General Meetings (AGMs), both virtually and in person.</li><li>Oversee engagement planning, scheduling, budgeting, and overall project financial performance.</li><li>Mentor, coach, and develop team members while fostering a positive and collaborative culture.</li><li>Participate in performance reviews and support the professional growth of staff.</li><li>Contribute to operational and strategic planning initiatives designed to enhance client service and firm performance.</li><li>Stay current on evolving accounting, assurance, and auditing standards and provide guidance on technical matters.</li><li>Support additional firm initiatives and leadership activities as required.</li></ul> The OpportunityThis is an outstanding opportunity for a public accounting professional who is ready to take on a broader leadership role while enjoying the flexibility and balance of a modern work environment. If you're looking for a firm that values professional growth, invests in its people, and offers a genuine pathway to partnership, we encourage you to apply.
2026-07-09T20:58:36Z

Administrative Assistant

Waterloo, ON
onsite
Permanent
70000.00 - 100000.00 CAD / Yearly
We are hiring a Senior Administrative Assistant to support a well-established and highly successful Investment Advisory practice. The Senior Administrative Assistant is responsible for managing the full spectrum of client account administration, transaction processing, account transfers, and regulatory documentation within this high-volume Investment Advisory practice. This is a key position, the operational backbone of the practice and requires extensive experience supporting Investment Advisors, managing client accounts, processing investment transactions, and ensuring regulatory compliance.The successful candidate will be a seasoned financial services professional who can operate independently, oversee complex client transactions, and provide exceptional service to high-net-worth clients.ResponsibilitiesClient Account Administration<ul><li>Open new client accounts and maintain account documentation</li><li>Process account transfers, including incoming and outgoing assets</li><li>Manage client requests and account updates</li><li>Coordinate RESP withdrawals, RRIF payments, estate settlements, and other account transactions</li><li>Ensure all documentation is complete, accurate, and compliant</li></ul>Trade & Transaction Processing<ul><li>Process client trade instructions accurately and efficiently</li><li>Handle cash withdrawals, deposits, transfers, and journal requests</li><li>Monitor transactions through completion and resolve any discrepancies</li><li>Liaise with internal operations teams and external financial institutions</li></ul>Compliance & Regulatory Administration<ul><li>Maintain compliance documentation and client records</li><li>Review new account applications for completeness and regulatory requirements</li><li>Ensure adherence to CIRO and firm compliance standards</li><li>Prepare and submit regulatory and compliance-related paperwork</li><li>Support audits, reviews, and compliance inquiries</li></ul>Client Service Excellence<ul><li>Act as a primary point of contact for clients</li><li>Respond to client inquiries regarding accounts, transactions, and documentation</li><li>Build strong, trusted relationships with clients through professional and proactive service</li><li>Handle sensitive and confidential client information with discretion</li></ul>Office Operations Leadership<ul><li>Serve as the senior administrative resource within the practice</li><li>Identify opportunities to improve processes and efficiencies</li><li>Provide guidance and support to junior administrative staff as required</li><li>Ensure smooth day-to-day operations of the advisory practice</li></ul>
2026-07-29T00:18:51Z

Payroll Supervisor/Manager

Kitchener, ON
onsite
Temporary
63.50 - 67.00 CAD / Hourly
We are looking for an experienced Payroll Supervisor/Manager to lead payroll operations for a complex, high-volume environment in Ontario. This Long-term Contract opportunity is ideal for a payroll specialist who can guide a team, maintain accurate bi-weekly processing, and support continuous improvement across payroll practices. The successful candidate will combine strong technical payroll knowledge with leadership skills, sound judgement, and a service-focused approach when working with employees and internal partners. Responsibilities:• Oversee daily payroll activities and provide guidance to a team of Payroll Administrators to support efficient and accurate service delivery.• Review and authorize bi-weekly payroll processing across multiple payroll groups, ensuring deadlines are met and legislative and policy requirements are followed.• Coach, train, and support payroll staff by sharing technical expertise and reinforcing compliance with applicable payroll rules, collective agreements, and internal standards.• Partner with Payroll and Human Resources teams on special initiatives, including process enhancements, documentation updates, and implementation-related activities.• Respond promptly to inquiries from employees and external service providers, delivering attentive customer service and resolving payroll issues effectively.• Support period-end and year-end payroll accounting activities by assisting with accruals, reconciliations, and payroll-related journal entries.• Create, refine, and maintain payroll procedures, reference materials, and operational manuals to promote consistency and accuracy.• Serve as a back-up resource for payroll processing and step in during peak periods to help balance workload demands across the team.• Carry out additional payroll leadership duties as needed to support departmental priorities.
2026-07-16T14:48:40Z

Administrative Assistant

Cambridge, ON
onsite
Permanent
45000.00 - 55000.00 CAD / Yearly
Administrative AssistantFinancial Services | Wealth Management | Full-TimeAre you an experienced Administrative Assistant with a background in financial services, wealth management, insurance, or investments? Do you enjoy being the trusted support person who keeps everything running smoothly behind the scenes while delivering an exceptional client experience?Our client is a well-established, owner-operated financial services practice known for its collaborative culture, approachable leadership team, and genuine appreciation for its employees. This is an opportunity to join a close-knit, professional team where your contributions will be valued and recognized every day.What You'll Be DoingAs a key member of the team, you will support the Financial Advisor and clients through a variety of administrative, operational, and client service activities, including:<ul><li>Prepare client files and meeting materials for financial planning appointments.</li><li>Complete and process insurance and mutual fund applications accurately and efficiently.</li><li>Ensure all documentation is complete, compliant, and submitted within required timelines.</li><li>Schedule appointments and manage calendars using Microsoft Bookings.</li><li>Coordinate and manage DocuSign documentation and client signatures.</li><li>Maintain organized electronic and paper client files.</li><li>Support client onboarding activities and ongoing service requests.</li><li>Communicate professionally with clients via phone, email, and in person.</li><li>Create and schedule social media content to support the firm's online presence.</li></ul>
2026-07-09T20:28:38Z

Accounting Clerk

Kitchener, ON
onsite
Permanent
57000.00 - 62000.00 CAD / Yearly
Our client is seeking a detail-oriented Accounting Clerk to join their finance team. This role will support day-to-day accounting operations with a primary focus on Accounts Payable, Accounts Receivable, cash applications, vendor payments, and month-end activities. The successful candidate will enjoy working in a high-volume environment, demonstrate strong attention to detail, and possess a collaborative approach to supporting the accounting function. Key Responsibilities Accounts Payable· Process approximately 40-50 supplier invoices per week, ensuring accuracy and timely entry.· Review and reconcile vendor statements.· Investigate and resolve invoice discrepancies in collaboration with vendors and internal departments.Accounts Receivable· Generate and process approximately 20-30 customer invoices per week.· Monitor outstanding balances and assist with collections activities as required.· Investigate and resolve customer billing inquiries.Cash Management· Apply incoming customer payments and reconcile cash receipts.· Assist in maintaining daily cash records and reconciliations.Vendor Payments· Prepare and process scheduled vendor payment runs.· Verify supporting documentation and approvals.· Communicate with vendors regarding payment inquiries and account reconciliations.Month-End Support· Assist with month-end close activities, including account reconciliations and journal entries.Intercompany Accounting· Process and reconcile intercompany transactions.· Assist with balancing intercompany accounts and resolving discrepancies.
2026-07-16T18:48:40Z

Financial Analyst

Elmira, ON
onsite
Permanent
80000.00 - 95000.00 CAD / Yearly
Our client, an established and growing organization within the insurance and financial services industry, is seeking a Financial Analyst to join its finance team. This is an excellent opportunity for an ambitious accounting or finance professional who is looking to take ownership of reporting and analysis responsibilities while gaining exposure to a dynamic, growth-oriented business. The successful candidate will play a key role in monthly financial reporting, business analysis, commission calculations, and process improvement initiatives. This position offers meaningful career progression and is well-suited for someone interested in pursuing a CPA designation within the next 3 to 4 years. Key Responsibilities· Prepare and analyze monthly financial statements and management reports· Perform account reconciliations and investigate variances· Prepare and post journal entries while ensuring the accuracy and integrity of financial data· Support month-end, quarter-end, and year-end close processes· Calculate and reconcile commission payments for advisors and sales teams· Develop, maintain, and report on key performance indicators (KPIs)· Assist with regulatory reporting requirements and tax filings· Support budgeting, forecasting, and financial planning activities· Identify opportunities to improve existing processes and internal controls· Participate in finance transformation, automation, and reporting enhancement initiatives· Collaborate with stakeholders across finance and operations to provide meaningful business insights
2026-07-13T19:58:39Z

Financial Controller

Kitchener, ON
onsite
Permanent
130000.00 - 150000.00 CAD / Yearly
Our client is hiring a Financial Controller to lead core accounting operations and provide strong financial oversight. This is a fully on-site role in Kitchener, Ontario.This role is responsible for ensuring accurate reporting, strengthening internal controls, and delivering meaningful analysis that supports business decisions. The successful candidate will bring sound judgement, strong leadership capability, and a hands-on approach to financial management in a fast-paced environment. Responsibilities:• Oversee the full month-end close cycle, including review of journal entries, account reconciliations, and completion of close activities within established timelines.• Direct general ledger activities, cash oversight, and the preparation of complete monthly financial statements with a high standard of accuracy.• Design, implement, and maintain accounting policies, control frameworks, and financial procedures that support compliance and operational effectiveness.• Contribute to budgeting, forecasting, purchasing support, and broader financial planning initiatives across the business.• Lead, mentor, and develop the finance team while promoting accountability, collaboration, and continuous improvement.• Prepare financial reporting, performance analysis, and risk insights for senior leadership to support informed decision-making.• Manage banking relationships, tax coordination, external reporting requirements, and audit activities with outside partners.• Monitor cash flow trends, develop cash projections, and recommend approaches to optimize liquidity and use of available funds.• Track key business metrics and identify opportunities to improve processes, reduce unnecessary costs, and strengthen profitability.• Evaluate accounting systems and tools on an ongoing basis to improve efficiency, reliability, and overall financial operations.
2026-07-21T14:48:40Z

Senior SAP S/4HANA Project Manager

Cambridge, ON
onsite
Temporary
75.00 - 95.00 CAD / Hourly
We are looking for an experienced Senior SAP S/4HANA Project Manager to lead a major enterprise transformation initiative in Cambridge, Ontario. This Contract position will serve as the primary client-side project leadership role, overseeing delivery from planning through go-live and post-implementation support. The successful candidate will bring structure to a complex program, align business and technical teams, and ensure milestones are achieved with strong governance, communication, and execution discipline. Responsibilities: • Direct the end-to-end delivery of the SAP S/4HANA program as the senior client-side project lead, ensuring objectives, timelines, and outcomes remain on track. • Build and manage an integrated project roadmap that connects strategic milestones with detailed execution plans across all stages of delivery. • Coordinate key workstreams such as solution design, testing, training, organizational change, communications, data migration, integrations, cutover, and hypercare support. • Establish project governance practices by leading steering meetings, preparing executive updates, maintaining RAID tracking, and documenting key decisions and milestones. • Oversee collaboration across functional, technical, and business teams, including leads, business process owners, subject matter experts, and other project managers. • Manage system integrators, external partners, and vendors to maintain accountability for deliverables, quality expectations, timelines, and scope commitments. • Monitor project scope, financial performance, resource allocation, forecasting, and scheduling to support effective delivery management. • Lead risk mitigation, issue resolution, and escalation activities while removing barriers that may affect progress across project streams. • Ensure business readiness before deployment by confirming completion of training, testing, communications, operational preparation, and go-live planning. • Promote adherence to established implementation methodologies and project management standards while supporting alignment with business and regulatory expectations.
2026-08-05T12:38:43Z

Documentation Specialist

Guelph, ON
onsite
Permanent
60000.00 - 70000.00 CAD / Yearly
Location: Waterloo Region Job Type: Full-Time Industry: ManufacturingOverview Are you exceptionally organized, detail-oriented, and known for maintaining high standards in everything you do?Our client is a highly respected, well-established manufacturer in the Waterloo Region with a long history of quality, innovation, and operational excellence. They are seeking a Manufacturing Systems & Documentation Specialist to bring structure, accuracy, and continuous improvement to manufacturing documentation, processes, and reporting systems.This is an excellent opportunity for a professional who thrives on organizing information, improving workflows, documenting processes, and supporting manufacturing operations through strong systems, data, and process discipline.About the Role The Manufacturing Systems & Documentation Specialist is responsible for the organization, maintenance, and continuous improvement of:<ul><li>Technical documentation</li><li>Manufacturing records</li><li>Process knowledge</li><li>Production data</li><li>Workflow systems</li></ul>The successful candidate will transform complex or fragmented information into clear, accurate, and user-friendly systems that support operators, supervisors, engineers, quality teams, and leadership.Key ResponsibilitiesManufacturing Documentation & Document Control<ul><li>Develop and maintain SOPs, work instructions, product specifications, process documentation, troubleshooting guides, and manufacturing reference materials</li><li>Manage document control processes and ensure records remain accurate, current, and compliant</li><li>Maintain Bills of Materials (BOMs), specifications, and manufacturing process documentation</li></ul>Knowledge Management & Process Documentation<ul><li>Capture and organize operational knowledge from engineering, quality, and production teams</li><li>Convert informal and undocumented knowledge into structured, searchable documentation</li><li>Develop and maintain a centralized manufacturing knowledge system</li></ul>Continuous Improvement & Workflow Optimization<ul><li>Document manufacturing, quality, engineering, and support workflows</li><li>Identify opportunities to standardize, streamline, automate, and improve business processes</li><li>Support process improvement initiatives across departments</li></ul>Quality Systems & Corrective Actions<ul><li>Support non-conformance investigations and corrective action activities</li><li>Document findings and maintain supporting records</li><li>Ensure process documentation is updated following changes or corrective actions</li></ul>Training & Manufacturing Systems Support<ul><li>Develop training materials, onboarding documentation, job aids, and process guides</li><li>Support implementation and enhancement of digital manufacturing reporting systems</li><li>Assist with adoption of operational systems and best practices</li></ul>Data Analysis & Reporting<ul><li>Compile, validate, analyze, and report production data from ERP, MRP, and manufacturing systems</li><li>Develop reports that support operational decision-making and performance improvement</li><li>Maintain data integrity and reporting accuracy</li></ul>
2026-07-14T01:53:41Z

Financial Analyst

Centre Wellington (elora, Fergus, Arthur), ON
onsite
Permanent
75000.00 - 95000.00 CAD / Yearly
We are looking for a Financial Analyst to join a hybrid team in Centre Wellington, Ontario, where you will turn financial information into practical recommendations that support commercial decision-making. This role works closely with sales and finance partners to evaluate pricing, profitability, and business performance across customers, products, and channels. The ideal candidate brings strong analytical capability, sound financial judgment, and the confidence to communicate insights clearly to non-financial stakeholders. Responsibilities:• Work alongside sales and commercial leaders to evaluate pricing strategies, review deal economics, and provide insight into customer-level profitability.• Examine margins across product lines, customer segments, and distribution channels to uncover performance trends and recommend improvement opportunities.• Contribute to the design and ongoing oversight of discount structures, promotional offers, and pricing initiatives to support profitable growth.• Administer customer rebate programs by maintaining accurate records, preparing monthly accruals, and investigating variances against expectations.• Build and refine financial models that measure how pricing adjustments, rebate structures, and commercial programs affect revenue and gross margin.• Support recurring business planning activities by preparing analysis that helps the sales team assess current results and upcoming priorities.• Produce reports and dashboards that highlight sales performance, explain key trends, and support longer-term planning discussions.• Partner with finance colleagues to help ensure revenue treatment, rebate accounting, and related controls are handled accurately and in line with policy.• Identify ways to improve reporting, pricing governance, and rebate administration through process standardization and increased automation.• Provide additional analysis and contribute to special projects based on evolving business needs.
2026-07-09T13:58:37Z

NetSuite Implementation Expert

Hamilton, ON
onsite
Temporary
71.25 - 82.50 CAD / Hourly
We are looking for a NetSuite Implementation Expert to support a non-profit organization in Hamilton, Ontario through a Contract engagement. This role will focus on strengthening system performance after go-live, improving reporting reliability, and addressing functional issues that affect day-to-day operations. The successful candidate will work closely with users to refine configurations, support module enhancements, and recommend practical improvements that increase efficiency across the organization. Responsibilities: • Provide post-launch NetSuite assistance by troubleshooting issues, stabilizing system performance, and supporting users as they adapt to the platform. • Redesign and optimize reports so that business leaders can rely on clear, consistent, and accurate information for decision-making. • Evaluate how segment codes are currently applied and propose workable approaches that align with the limitations of the existing chart of accounts. • Investigate and resolve functional problems such as cheque printing errors, synchronization issues, and other system configuration needs. • Support the rollout and refinement of the Capital Assets module, helping improve related processes and user adoption. • Analyze current workflows to uncover inefficiencies, reduce duplicate effort, and improve coordination between NetSuite and older systems. • Deliver hands-on assistance to a user group of approximately 12 to 16 people, beginning with intensive support and continuing with ongoing guidance as needed. • Recommend and implement practical customizations that enhance usability, strengthen controls, and better support operational requirements.
2026-07-30T19:24:11Z