Client Services Associate

Applytojobs; Toronto; Hybrid; CAD 38,000 - 40,000; Full time

Job summary

Bluestar Professional Services Inc. is hiring a Client Services Associate to support daily client service delivery, data entry, and administrative coordination in a fast-paced, multi-service environment.

The role involves handling client interactions with confidentiality and accuracy, and coordinating across legal, accounting, and insurance functions. The entry-level position requires attention to detail, strong communication, and willingness to travel to the Toronto location at least weekly for

Qualifications

• Post-secondary education preferred or equivalent experience.
• Basic proficiency with Word and Excel required.
• Strong attention to detail and client-focused approach.
• Experience in professional services is a plus.

Responsibilities

• Serve as first point of contact for client inquiries via phone, email or in person where applicable.
• Assist clients with basic service information and route requests to teams.
• Support client intake, documentation collection and confidentiality.
• Maintain logs of client interactions and follow up to ensure timely resolution.
• Enter and update client data across internal systems and CRM platforms.
• Coordinate scheduling and prepare standard correspondence and templates.

Skills

Attention to detail

Excellent communication

Professional and client-focused

Organizational and time management

Discretion and confidentiality

Adaptability to changing priorities

Education

Post-secondary education preferred

Equivalent experience

Basic MS Word and Excel

Tools

MS Word

Excel

CRM systems

Data entry platforms

Job description

Position: Client Services Associate

Location: Mississauga or Toronto

Job Type: Full‑time, hybrid

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
• Must travel to the Toronto location at least once a week to support in‑person collaboration with the team
• 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

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.