Job Title

Be the Force Behind Client SuccessAt The Targeted Strategies Group, we dont just make plans we bring them to life. With strategy, execution, and impact at our core, were on the lookout for a sharp, service-driven Manager, Client Accounts to join our Operations team.In this role, you'll operate as part of a dedicated unit: a Senior Advisor, an Account Service Representative (ASR), and you. Together, youll form a high-performing client-focused team that drives business forward, ensuring complex insurance transactions move seamlessly from start to finish while building trust and delivering results that clients can see and feel.This is not a typical account management role. Youll be the-behind-the-scenes expert who makes complex insurance transactions happen. From underwriting to funding, youll ensure every step is handled with precision, care, and professionalism. Youll build trust, remove friction, and deliver optimal client outcomes.Key Responsibilities:Drive Results: Partner with a Senior Advisor and ASR to deliver seamless execution and proactive client service as a team.Own the Process: Manage all aspects of insurance applications and underwriting memos with precision and accountability.Financial & Banking Coordination: Partner with our Strategic Client Credit team to handle financial information, manage banking applications, and negotiate terms that move deals forward with confidence and speed.Transaction Execution: Oversee loan advances and payments on time, every time.Compliance & Documentation: Prepare detailed underwriting memos, cash flow documents, insurance related packages and ensure we stay audit-ready.Client Education: Empower clients accountants and advisors with clear guidance and reporting support.CRM & Communication: Keep systems updated and information flowing through the team.Support Sales Impact: Work with our Solutions team to deliver compelling sales materials and tools.Document Review: Scrutinize and prepare client documents for accuracy and completeness.Team Oversight: Lead and support Account Service Representatives to ensure quality execution across the board.Policy Stewardship: Collaborate with the Strategic Client Credit team to manage annual policy renewals and renegotiate banking terms, ensuring continued value and alignment with clients evolving needs.What You Bring510 years in a public accounting firm or professional services environment.CPA designation required; In-Depth Tax course is a strong asset.Mastery of MS Office Suite and CRM systems.Strong communication with a talent for building lasting relationships with clients and their advisors.Proven ability to thrive in fast-paced, team-oriented environments.Strategic mindset with attention to detail.Core Strengths We ValueResults-Driven: You deliver outcomes, not just check boxes.Client-Centric: You think through the client lens always.Accountable: You own your work and drive it to the finish line.Agile & Adaptive: You handle change with confidence and speed.Organized & Proactive: You plan ahead and course-correct fast.Collaborative: Youre a team-first thinker who lifts others up.Big-Picture Thinker: You see how your work connects to broader business goals.Sense of Urgency: You act fast, with focus and intention.Clear Communicator: You say what needs to be said clearly and confidently.Why Join TTSG?Were a high-performing, entrepreneurial team redefining what it means to serve Canadas most successful business owners. Here, your ideas matter. Your work has impact. And your career can move fast. If you're ready to take the lead, grow with purpose, and be part of a team that delivers meaningful outcomes for clients this is your opportunity.Lets talk. Apply now or reach out to start the conversation.The Targeted Strategies Group is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. #J-18808-Ljbffr