SENIOR OFFICER, CLIENT RELATIONSHIP

BDC; Ottawa; On-site; CAD 52,000 - 64,000; Full time

Benefits offered by this job

Hybrid work model

Competitive benefits

Pension plan

Wellness account

Job summary

BDC is seeking a client-focused finance support professional to assist the Financing team with client service, documentation, and follow-up. You will prepare letters, proposals, and contracts, ensuring accuracy and timely signatures.

The role requires 1–3 years of experience, bilingual FR/EN, and strong MS Office skills. Office presence is required at least 3 days per week in Ottawa, with competitive benefits and a hybrid work setup.

Qualifications

• Bachelor degree in Business Administration or related field.
• 1–3 years of experience in a similar role.
• Experience with payables and receivables is an asset.
• Client service orientation and ability to take initiative.
• Strong organizational skills and ability to multitask.
• Effective communication via email and in person.
• Ability to work independently and meet deadlines.
• Teamwork, flexibility and collaborative spirit.
• Proficiency with MS Office applications.
• Access to a vehicle and valid driver’s license (may be required).
• Bilingual English/French is required.
• Office presence at least 3 days per week.

Responsibilities

• Provide high-quality client service to the BDC Financing team and resolve routine questions.
• Prepare letters of intent, offers, and contracts; ensure signatures and follow-up.
• Draft proposals and related documents; ensure accuracy and proper data entry.
• Support portfolio development by identifying funding opportunities and adding value.
• Assist in pre-qualification and risk rating activities for clients.
• Support branch marketing efforts and on-site events and communications.

Skills

Client service orientation

Communication

Organization

Independent work

Teamwork

Adaptability

Time management

Education

Bachelor's degree in Business Administration

College diploma in accounting or attestation of college studies

Tools

MS Office

Job description

We Are Banking At Another Level.

Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.

Choosing BDC As Your Employer Also Means

• Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few
• In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1
• A hybrid work model that truly balances work and personal life
• Opportunities for learning, training and development, and much more...

Explore the BDC Way in our Culture Book

Position Overview

The incumbent is responsible for providing high-quality client service to the BDC Financing team in resolving core issues, preparing client proposals and all relevant related documents (e.g., letters of intent and contracts), obtaining the necessary signatures and following up with clients. This person also performs various administrative tasks and provides support to the team.

CHALLENGES TO BE MET

• Provide excellent client service to BDC clients in resolving basic client questions and inform senior levels of complex cases.
• Provide excellent support service to the business development team and business center manager.
• Respond promptly, accurately, and professionally to existing and potential clients by ensuring compliance with policies, procedures, and practices.
• Prepare letters to clients and professionals according to the specific process (e.g., letter of intent, letter of offer and mandates to professionals), and/or prepare proposals/contracts for clients ensuring that the information is accurate and entered in our system, that all necessary documents are prepared, that the required conditions and forms are met, signatures are obtained, and follow-up is done.
• Actively participate in portfolio development by identifying funding opportunities and developing innovative value-adding solutions to meet client needs
• Conduct pre-qualification and risk rating assessment activities for existing and potential BDC Financing clients
• Proactively participate in the branch's marketing efforts by organizing events, campaigns, and activities, preparing marketing communications, and providing on-site logistical support.

What We Are Looking For

• Bachelor degree in Business Administration, College diploma in accounting or an attestation of college studies;
• Between 1 to 3 years experience in a similar role;
• Experience with payables and receivables is considered an asset;
• Client service orientation and demonstrated ability to demonstrate initiative in listening, identifying sales opportunities and resolving issues;
• Strong organizational skills and ability to prioritize and deal with various situations at all times;
• The ability to communicate effectively through email and in person including during meetings to provide timely information relevant to the business;
• Ability to work independently and meet tight deadlines;
• Teamwork, creativity, flexibility, collaborative spirit and desire to work as part of a team;
• Working knowledge of MS Office (Word, Excel, Outlook, One Note, Teams).
• Access to a vehicle and a valid driver's license may be required.
• Bilingualism in French and English is a requirement
• This position requires working in an office environment a minimum 3 days per week

Proudly one of Canada's Top 100 Employers and one of Canada's Best Diversity Employers, we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application, please do not hesitate to contact us at [e-mail].