Job SummaryThe Client Service Associate keeps each client assignment organized: the engagement letter, the information requests, the meeting calendar and the status of every open item. The position supports the client team and is full time and remote, open to candidates anywhere in Canada.Essential Duties and ResponsibilitiesSets up new assignments once the engagement letter is signedSends information request lists to owners and tracks responsesMaintains the data room indexSchedules owner calls and board meetingsPrepares weekly status notes for the partnersAnswers routine client questions or routes them to the right colleaguePrepares invoices for completed workOther duties as assigned.QualificationsExperience in client service, as an account or project coordinator, or in an administrative role, including internshipsMicrosoft 365, especially Excel and OutlookPreferred QualificationsA degree in business or commerceWork at an accounting,



law or advisory firmA CRM or practice management systemWorking ConditionsThis is a remote position. Work is performed at a desk with prolonged periods of sitting, computer use and video meetings. Hours follow Eastern business hours.BenefitsExtended health and dental coverage, including family membersA group RRSP with a Commonstake contributionThree weeks of vacation, sick days and statutory holidaysAnnual funding for professional courses and examsA company laptop and support for a home workspaceAbout Commonstake PartnersCommonstake Partners advises owners of private businesses on succession, transaction preparation, owner liquidity and board coordination. The firm is based in Columbus, Ohio.Commonstake Partners is an equal opportunity employer.

📌 Client Service Associate (Edmonton)
🏢 Commonstake Partners
📍 Edmonton