Client Services Associate

Job summary

Respond to client inquiries, support intake and documentation, track and follow up on service issues, and coordinate with internal service teams. Enter and maintain accurate client records, perform data quality checks, and provide administrative and operational support across service functions.

Job details

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.

What you’ll do

Respond to client inquiries, support intake and documentation, track and follow up on service issues, and coordinate with internal service teams. Enter and maintain accurate client records, perform data quality checks, and provide administrative and operational support across service functions.

Requirements

Post-secondary education is preferred, or equivalent experience; basic Microsoft Word and Excel skills are required. Strong computer skills, accuracy, communication, organization, discretion, and the ability to adapt to changing priorities are expected; customer service, administrative, data entry, or CRM experience is an asset.

Benefits

• Dental Care
• Extended Health Care
• Vision Care
• Life Insurance
• Paid Time Off
• On-Site Parking
• Supportive And Collaborative Team Environment
• Competitive Compensation Package

Listed skills

• Attention to detail · Preferred
• Data entry · Preferred
• Customer service · Preferred
• Customer support · Preferred
• Communication · Preferred
• Organization · Preferred
• Time management · Preferred
• Microsoft Word · Preferred
• Microsoft Excel · Preferred
• CRM Systems · Preferred
• Quality Checks · Preferred
• Multitasking · Preferred
• Process Improvement · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Attention To Detail
• Data Entry
• Client Service
• Customer Support
• Communication
• Organization
• Time Management
• Microsoft Word
• Microsoft Excel
• CRM Systems
• Record Management
• Administrative Coordination
• Confidentiality
• Quality Checks
• Multitasking
• Process Improvement

Job areas

• Customer Service & Support
• Administrative
• Finance & Accounting
• Legal

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