Bluestar Professional Services Inc. is a growth-focused investment office that acquires and operates businesses across Canada and the United States. Across all our companies, we are committed to building strong teams, investing in our people, and fostering a collaborative, high-integrity culture where employees are empowered to grow, make an impact, and build rewarding careers.

Job Description
The Client Services Associate is an entry-level role responsible for supporting day-to-day client service delivery through accurate data entry, administrative coordination, and responsive client support. This position plays a key role in ensuring client information is processed efficiently and service teams are supported across legal, accounting, and insurance functions.

The ideal candidate is detail-oriented, organized, and comfortable interacting with clients while managing administrative and information-processing tasks in a fast-paced, multi-service environment.

Key Responsibilities
Client Service Support

Serve as an initial point of contact for client inquiries (phone, email, in-person where applicable)

Assist clients with basic service information and direct requests to appropriate team members

Support client intake processes and documentation collection

Maintain professionalism and confidentiality in all client interactions

Escalate complex issues or concerns appropriately

Track, document, and follow up on client questions, concerns, or service issues to ensure timely resolution

Maintain logs or system records of client interactions, complaints,



and outcomes in accordance with company procedures

Coordinate internally with service teams to monitor progress and communicate status updates to clients when required

Data Entry & Information Management

Enter and update client data accurately across internal systems/CRM platforms

Maintain digital and physical client records

Process intake forms, service documentation, and file updates

Perform quality checks to ensure accuracy and completeness of data

Assist with file opening/closing and record archiving

Administrative Support

Support scheduling, document preparation, and internal coordination

Assist service teams with routine administrative requests

Prepare standard correspondence and templates

Monitor shared inboxes or workflow queues (if applicable)

Contribute to maintaining organized workflows and documentation

Operational Support

Follow established procedures and service standards

Identify process inefficiencies or data inconsistencies and report them

Support cross-functional teams during peak demand periods

Participate in training and process improvement initiatives

Qualifications
Education & Experience





Post-secondary education preferred (or equivalent experience)

Basic Microsoft Word and Excel required

Strong computer and technical skills

Previous customer service, administrative, or data entry experience considered an asset

Must travel to the Toronto location at least once a week to support in-person collaboration with the team

Experience in skilled services environments is beneficial but not required

Personal phone required

Strong attention to detail and accuracy

Excellent communication and interpersonal skills

Professional and client-focused approach

Strong organizational and time management abilities

Comfortable working with multiple systems and software platforms

Ability to manage routine tasks while adapting to changing priorities

High level of discretion and confidentiality

CRM or other computer systems experience preferred

Only candidates selected for an interview will be contacted.

Bluestar Professional Services Inc. is an equal opportunity employer. We encourage all qualified candidates to apply.

Bluestar Professional Services Inc. adopts an inclusive and accessible environment, and we are committed to providing support to applicants and firm members with disabilities. If you require accommodation at any time during the recruitment, selection, and assessment process, please let us know.

Dental care

Disability insurance

Extended health care

Life insurance

Paid time off

Work from home

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📌 Client Services Associate (Ontario)
🏢 Bluestar Equity
📍 Ontario