Client Service Associate

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 Commons take 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 Commons take Partners
Commons take Partners advises owners of private businesses on succession, transaction preparation, owner liquidity and board coordination. The firm is based in Columbus, Ohio.

Commons take Partners is an equal opportunity employer.