Client Service Associate

Job summary

Organize client assignments by setting them up, sending and tracking information requests, maintaining data room indexes, and scheduling owner and board meetings. Prepare weekly status notes and invoices, answer routine client questions or route them to colleagues, and support the client team with other assigned duties.

Job details

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.

What you’ll do

Organize client assignments by setting them up, sending and tracking information requests, maintaining data room indexes, and scheduling owner and board meetings. Prepare weekly status notes and invoices, answer routine client questions or route them to colleagues, and support the client team with other assigned duties.

Requirements

Candidates should have experience in client service, account or project coordination, or administration; internship experience is included. Microsoft 365 proficiency, especially Excel and Outlook, is required, while a business or commerce degree, experience at an accounting, law, or advisory firm, and familiarity with a CRM or practice management system are preferred.

Benefits

• Extended Health and Dental Coverage
• Group RRSP with Employer Contribution
• Three Weeks of Vacation
• Sick Days
• Statutory Holidays
• Professional Course and Exam Funding
• Company Laptop
• Home Workspace Support

Listed skills

• Customer service · Preferred
• Microsoft 365 · Preferred
• Microsoft Excel · Preferred
• Microsoft Outlook · Preferred
• CRM Systems · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Service
• Assignment Coordination
• Information Request Tracking
• Data Room Management
• Meeting Scheduling
• Status Reporting
• Client Communication
• Invoice Preparation
• Microsoft 365
• Excel
• Outlook
• CRM Systems
• Practice Management Systems

Job areas

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

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