06 Oct
|
Bluestar Professional Services
|
Toronto
06 Oct
Bluestar Professional Services
Toronto
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 robust teams, investing in our people, and fostering a team-oriented, high-integrity culture where employees are empowered to grow, make an impact, and build rewarding careers.Job DescriptionThe 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 rapid-paced, multi-service environment.Key ResponsibilitiesClient Service SupportServe 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 membersSupport client intake processes and documentation collectionMaintain professionalism and confidentiality in all client interactionsEscalate complex issues or concerns appropriatelyTrack, document, and follow up on client questions, concerns, or service issues to ensure timely resolutionMaintain logs or system records of client interactions, complaints, and outcomes in accordance with company proceduresCoordinate internally with service teams to monitor progress and communicate status updates to clients when requiredData Entry & Information ManagementEnter and update client data accurately across internal systems/CRM platformsMaintain digital and physical client recordsProcess intake forms, service documentation,
and file updatesPerform quality checks to ensure accuracy and completeness of dataAssist with file opening/closing and record archivingAdministrative SupportSupport scheduling, document preparation, and internal coordinationAssist service teams with routine administrative requestsPrepare standard correspondence and templatesMonitor shared inboxes or workflow queues (if applicable)Contribute to maintaining organized workflows and documentationOperational SupportFollow established procedures and service standardsIdentify process inefficiencies or data inconsistencies and report themSupport cross-functional teams during peak demand periodsParticipate in training and process improvement initiativesQualificationsEducation & ExperiencePost-secondary education preferred (or equivalent experience)Basic Microsoft Word and Excel requiredStrong computer and technical skillsPrevious customer service, administrative, or data entry experience considered an assetMust travel to the Toronto location at least once a week to support in-person collaboration with the teamExperience in professional services environments is beneficial but not requiredPersonal phone requiredStrong attention to detail and accuracyExcellent communication and interpersonal skillsProfessional and client-focused approachStrong organizational and time management abilitiesComfortable working with multiple systems and software platformsAbility to manage routine tasks while adapting to changing prioritiesHigh level of discretion and confidentialityCRM or other computer systems experience preferredOnly candidates selected for an interview will be contacted.Bluestar Skilled 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 careDisability insuranceExtended health careLife insurancePaid time offWork from home
📌 Bilingual Client Services Associate (Toronto)
🏢 Bluestar Professional Services
📍 Toronto