Position: Client Services Associate
Location: Mississauga or Toronto
Job Type: Full-Time, hybrid
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
- Must travel to the Toronto location at least once a week to support in-person collaboration with the team
- 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
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.
Pay: $38,000.00-$40,000.00 per year
Benefits:
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Mileage reimbursement
- Paid time off
- Vision care
- Work from home
Application question(s):
- This position requires you to work in a hybrid environment and travel to our Toronto location at least once per week. Are you able to meet this requirement?
- How many years of experience do you have in customer service, client service, administration, or data entry?
- Do you require any special work accommodations that we should be aware of?
- Will you now or in the future require employer sponsorship, work permit, or Visa?
- Are you legally authorized to work in Canada?
Work Location: Hybrid remote in Toronto, ON (Toronto District)
