Client Service Associate

Commonstake Partners; Toronto; Remote; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Extended health and dental coverage

Group RRSP with Commonstake

Three weeks of vacation

Annual funding for professionalcourses

Company laptop and home workspace

Job summary

Commonstake Partners is seeking a Client Service Associate to keep each client engagement organized—from engagement letters and information requests to meeting calendars and status updates. This full-time, remote role supports the client team and welcomes candidates anywhere in Canada.

You will coordinate assignments, track responses, prepare weekly notes for partners, and handle routine client inquiries. Proficiency with Microsoft 365, especially Excel and Outlook, is valuable.

Qualifications

• Experience in client service, as an account or project coordinator, or in an administrative role, including internships.
• Strong knowledge of Microsoft 365 tools, especially Excel and Outlook.

Responsibilities

• Sets up new assignments once the engagement letter is signed
• Sends information request lists to owners and tracks responses
• Maintains the data room index
• Schedules owner calls and board meetings
• Prepares weekly status notes for the partners
• Answers routine client questions or routes them to the right colleague
• Prepares invoices for completed work
• Other duties as assigned.

Skills

Client service experience

Administrative coordination

Education

Business or commerce degree

Tools

Microsoft 365

Excel

Outlook

CRM system

Job description

Job Summary

The 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 Responsibilities

• Sets up new assignments once the engagement letter is signed
• Sends information request lists to owners and tracks responses
• Maintains the data room index
• Schedules owner calls and board meetings
• Prepares weekly status notes for the partners
• Answers routine client questions or routes them to the right colleague
• Prepares invoices for completed work
• Other duties as assigned.
  

Qualifications

• Experience in client service, as an account or project coordinator, or in an administrative role, including internships
• Microsoft 365, especially Excel and Outlook
  

Preferred Qualifications

• A degree in business or commerce
• Work at an accounting, law or advisory firm
• A CRM or practice management system
  

Working Conditions

This 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.

Benefits

• Extended health and dental coverage, including family members
• A group RRSP with a Commonstake contribution
• Three weeks of vacation, sick days and statutory holidays
• Annual funding for professional courses and exams
• A company laptop and support for a home workspace
  

About Commonstake Partners

Commonstake 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.