Client Services Associate

Bluestar Professional Services Inc.; Mississauga; Sur place; CAD 38 000 - 40 000; Plein temps

Avantages offerts par ce poste

Dental care

Extended health care

Vision care

Life insurance

On-site parking

Paid time off

Résumé du poste

Bluestar Professional Services Inc. in Mississauga, ON is seeking a Client Services Associate to support daily client service delivery and data-entry tasks in a fast-paced, multi-service environment.

The role is full-time and on-site, offering a starting salary of CAD 38,000 to 40,000 with benefits and opportunities to grow within a collaborative team that values accuracy, confidentiality, and excellent client service.

Qualifications

• 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.
• Experience in professional services environments is beneficial but not required.
• Personal phone required.

Responsabilités

• Serve as initial 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.
• 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.
• 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.
• 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.

Connaissances

Data entry

Customer service

Administrative support

Microsoft Word

Excel

CRM

Attention to detail

Communication

Formation

Post-secondary education

Equivalent experience

Outils

Word

Excel

CRM systems

Description du poste

Client Services Associate

Location: Mississauga, ON

Job Type: Full-Time, On-site

Salary: $38,000 – 40,000

About Us

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
• Experience in professional services environments is beneficial but not required
• Personal phone required

Skills & Competencies

• 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

What We Offer

• Dental care, Extended health care, Vision care, and Life insurance
• Supportive and collaborative team environment.
• A competitive compensation package
• Paid time off
• On-site parking

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.