Job opportunity
Client Service Associate
Commonstake Partners
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.
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Apply on source site 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.
#J-18808-Ljbffr