Remote Client Service Coordinator

Organize client assignments remotely across Canada using Microsoft 365, Excel, and Outlook. Keep information requests, meetings, and open items moving.
As a Client Service Associate, you will support client teams at Commons take Partners. You will coordinate assignment setup, maintain records, prepare status notes, and answer routine questions. The work supports advisory engagements involving private business owners and their partners.

Key Responsibilities:

Set up assignments after signed engagement letters
Send information requests and track owner responses
Maintain the data room index
Schedule owner calls and board meetings
Prepare weekly partner status notes
Requirements:
Client service, account coordination, project coordination, or administrative experience
Internship experience is considered
Microsoft 365 proficiency, especially Excel and Outlook
Remote work availability anywhere in Canada
Availability during Eastern business hours
Bring organized client coordination, Microsoft 365 skills, and clear follow-through to Commons take Partners’ remote advisory work.