Top Benefits
About the role
Client Service Associate
SAGE are supporting a professional services firm with the hire of a Client Service Associate or Senior Client Service Associate. They are seeking an energetic, motivated and career driven self-starter to join their growing business as the first ‘boots on the ground’ in North America. You will be empowered to deal with senior players in the financial industry, gaining valuable exposure to support their investment process. You will have the chance to prove yourself, working closely with our team in Australia and if needed you’ll be expected to make yourself available for long haul flights for on-site training. The work is hard, our client base is incredibly sophisticated and have high expectations, we hold each other accountable to help ensure we’re dominating the industry – always highly attentive and thoughtful. This role is for an agile individual, who can’t be easily spooked by demanding clients or sharp changes in direction - given the calibre of client you will be working with, this will be part of your regular day to day in this seat.
Responsibilities will include:
- Build rapport and form partnerships with clients and experts on short timelines
- Identify and establish relationships with industry professionals across multiple industries
- Prioritize and reprioritize during daily operations, you will work on multiple projects simultaneously to get clients the insights they need quickly
- Source and facilitate impactful meetings to aid client decision making
- Constant monitoring of industry developments and the impacts on public and private markets
Skills & Experience:
- 3 years minimum experience in client service, sales, market research, recruitment or similar industry
- Proven ability to deliver and work in a fast-paced environment and to tight deadlines is desired
- Proven ability to work independently, you will have learned this valuable skill the hard way – probably during COVID lockdowns
- Excellent organisational skills and ability to multi-task
- Strong, above average communication skills – both written and verbal
- Attention to detail and a strong work ethic with proven ability to deliver
- An interest in financial and investment markets
What’s in it for you:
- Opportunity - take charge of your career and drive your own success
- Fast track to leadership - you will quickly become a key member of the team with a high level of responsibility, you’ll be expected to lead the growing team
- Competitive base salary + benefits package + uncapped commission
- Direct access to training and development opportunities from senior mentors with more than 30 years combined industry experience to help you uphold our standard of excellence in client services
You will fully showcase your acumen and client service skills in a fast-paced environment as well as join a fast-growing business. You’ll have direct access and engagement with the senior leadership team.
Job Type: Full-time
Pay: $50,000.00-$90,000.00 per year
Additional pay:
- Bonus pay
- Commission pay
Benefits:
- Dental care
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Lethbridge, AB T1K 1N4
Application deadline: 2025-07-04
Expected start date: 2025-07-31
About Sage
At Sage, we knock down barriers with information, insights, and tools to help your business flow.
We provide businesses with software and services that are simple and easy to use, as we work with you to give you that feeling of confidence. Customers trust our Payroll, HR, and Finance software to make business flow with ease. From our local network of experts to our ever-growing partnerships, we are on hand to give you all the insights you need to thrive. 💚
Top Benefits
About the role
Client Service Associate
SAGE are supporting a professional services firm with the hire of a Client Service Associate or Senior Client Service Associate. They are seeking an energetic, motivated and career driven self-starter to join their growing business as the first ‘boots on the ground’ in North America. You will be empowered to deal with senior players in the financial industry, gaining valuable exposure to support their investment process. You will have the chance to prove yourself, working closely with our team in Australia and if needed you’ll be expected to make yourself available for long haul flights for on-site training. The work is hard, our client base is incredibly sophisticated and have high expectations, we hold each other accountable to help ensure we’re dominating the industry – always highly attentive and thoughtful. This role is for an agile individual, who can’t be easily spooked by demanding clients or sharp changes in direction - given the calibre of client you will be working with, this will be part of your regular day to day in this seat.
Responsibilities will include:
- Build rapport and form partnerships with clients and experts on short timelines
- Identify and establish relationships with industry professionals across multiple industries
- Prioritize and reprioritize during daily operations, you will work on multiple projects simultaneously to get clients the insights they need quickly
- Source and facilitate impactful meetings to aid client decision making
- Constant monitoring of industry developments and the impacts on public and private markets
Skills & Experience:
- 3 years minimum experience in client service, sales, market research, recruitment or similar industry
- Proven ability to deliver and work in a fast-paced environment and to tight deadlines is desired
- Proven ability to work independently, you will have learned this valuable skill the hard way – probably during COVID lockdowns
- Excellent organisational skills and ability to multi-task
- Strong, above average communication skills – both written and verbal
- Attention to detail and a strong work ethic with proven ability to deliver
- An interest in financial and investment markets
What’s in it for you:
- Opportunity - take charge of your career and drive your own success
- Fast track to leadership - you will quickly become a key member of the team with a high level of responsibility, you’ll be expected to lead the growing team
- Competitive base salary + benefits package + uncapped commission
- Direct access to training and development opportunities from senior mentors with more than 30 years combined industry experience to help you uphold our standard of excellence in client services
You will fully showcase your acumen and client service skills in a fast-paced environment as well as join a fast-growing business. You’ll have direct access and engagement with the senior leadership team.
Job Type: Full-time
Pay: $50,000.00-$90,000.00 per year
Additional pay:
- Bonus pay
- Commission pay
Benefits:
- Dental care
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Lethbridge, AB T1K 1N4
Application deadline: 2025-07-04
Expected start date: 2025-07-31
About Sage
At Sage, we knock down barriers with information, insights, and tools to help your business flow.
We provide businesses with software and services that are simple and easy to use, as we work with you to give you that feeling of confidence. Customers trust our Payroll, HR, and Finance software to make business flow with ease. From our local network of experts to our ever-growing partnerships, we are on hand to give you all the insights you need to thrive. 💚