Client Services Associate

Bluestar Equity; Toronto; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Dental care

Disability insurance

Extended health care

Life insurance

Paid time off

Work from home

Job summary

Bluestar Professional Services Inc. is seeking a Client Services Associate to support day-to-day client service delivery with accurate data entry, administrative coordination, and responsive client support.

The role requires attention to detail, organization, and comfort interacting with clients in a fast-paced, multi-service environment. Toronto travel is expected weekly to support in-person collaboration with the team.

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 is an asset.
• Must travel to the Toronto location at least once a week for in-person collaboration.

Responsibilities

• Serve as the initial point of contact for client inquiries (phone, email, in-person).
• Assist clients with basic service information and direct requests to 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 to ensure timely resolution.
• Maintain logs or system records of client interactions, complaints, and outcomes.

Skills

Customer service

Administrative support

Data entry

CRM usage

Microsoft Word

Microsoft Excel

Education

Post-secondary education

Tools

CRM systems

MS Office

Job description

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
• 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.

• Dental care
• Disability insurance
• Extended health care
• Life insurance
• Paid time off
• Work from home