Organize client assignments remotely across Canada using Microsoft 365, Excel, and Outlook. Keep information requests, meetings, and open items moving.

As a Client Service Associate, you will support client teams at Commonstake Partners. You will coordinate assignment setup, maintain records, prepare status notes, and answer routine questions. The work supports advisory engagements involving private business owners and their partners.

Key Responsibilities:

• Set up assignments after signed engagement letters
• Send information requests and track owner responses
• Maintain the data room index
• Schedule owner calls and board meetings
• Prepare weekly partner status notes

Requirements:

• Client service, account coordination, project coordination, or administrative experience
• Internship experience is considered
• Microsoft 365 proficiency, especially Excel and Outlook
• Work from home availability anywhere in Canada
• Availability during Eastern business hours

Bring organized client coordination, Microsoft 365 skills, and clear follow-through to Commonstake Partners’ remote advisory work.