Closed listing
CLIENT SUPPORT COORDINATOR, OTTAWA AND KINGSTON
- Kingston, ON, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Experience
- Between 1 to 3 years experience in a similar role;
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
We Are Banking At Another Level.
Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.
Choosing BDC As Your Employer Also Means
Position Overview
The incumbent is responsible for providing high-quality client service to the BDC Financing team in resolving core issues, preparing client proposals and all relevant related documents (e.g., letters of intent and contracts), obtaining the necessary signatures and following up with clients. This person also performs various administrative tasks and provides support to the team.
CHALLENGES TO BE MET
While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.
Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.
Choosing BDC As Your Employer Also Means
- Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few
- In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1
- A hybrid work model that truly balances work and personal life
- Opportunities for learning, training and development, and much more...
Position Overview
The incumbent is responsible for providing high-quality client service to the BDC Financing team in resolving core issues, preparing client proposals and all relevant related documents (e.g., letters of intent and contracts), obtaining the necessary signatures and following up with clients. This person also performs various administrative tasks and provides support to the team.
CHALLENGES TO BE MET
- Provide excellent client service to BDC clients in resolving basic client questions and inform senior levels of complex cases.
- Provide excellent support service to the business development team and business center manager.
- Respond promptly, accurately, and professionally to existing and potential clients by ensuring compliance with policies, procedures, and practices.
- Prepare letters to clients and professionals according to the specific process (e.g., letter of intent, letter of offer and mandates to professionals), and/or prepare proposals/contracts for clients ensuring that the information is accurate and entered in our system, that all necessary documents are prepared, that the required conditions and forms are met, signatures are obtained, and follow-up is done.
- Actively participate in portfolio development by identifying funding opportunities and developing innovative value-adding solutions to meet client needs
- Conduct pre-qualification and risk rating assessment activities for existing and potential BDC Financing clients
- Proactively participate in the branch's marketing efforts by organizing events, campaigns, and activities, preparing marketing communications, and providing on-site logistical support.
- Bachelor degree in Business Administration, College diploma in accounting or an attestation of college studies;
- Between 1 to 3 years experience in a similar role;
- Experience with payables and receivables is considered an asset;
- Client service orientation and demonstrated ability to demonstrate initiative in listening, identifying sales opportunities and resolving issues;
- Strong organizational skills and ability to prioritize and deal with various situations at all times;
- The ability to communicate effectively through email and in person including during meetings to provide timely information relevant to the business;
- Ability to work independently and meet tight deadlines;
- Teamwork, creativity, flexibility, collaborative spirit and desire to work as part of a team;
- Working knowledge of MS Office (Word, Excel, Outlook, One Note, Teams).
- Access to a vehicle and a valid driver’s license may be required.
- Bilingualism in French and English is a requirement
- This position requires working in an office environment a minimum 3 days per week
While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.
More about this job
Responsibilities
Provide client service and administrative support to the financing team, including preparing proposals, contracts, and related documents, obtaining signatures, and following up with clients. Support portfolio development through client assessments and funding opportunities, and contribute to branch marketing events and activities.
Requirements
Candidates need a bachelor's degree in business administration, a college diploma in accounting, or a college studies certificate, along with 1–3 years of similar experience. The role requires strong client service, organizational, communication, and teamwork skills, working knowledge of Microsoft Office, and fluency in French and English; a vehicle and valid driver's license may be required.
Skills
- Client Service
- Client Support
- Proposal and Contract Preparation
- Document Management
- Accounts Payable and Receivable
- Pre-qualification
- Risk Rating Assessment
- Portfolio Development
- Identifying Sales Opportunities
- Issue Resolution
- Organization and Prioritization
- Written and Verbal Communication
- Time Management
- Teamwork
- Microsoft Office
- Bilingual Communication
Benefits
- Employee Savings and Investment Plan
- Defined Benefit Pension Plan
- Wellness and Health Care Spending Account
- Paid Vacation
- Personal Days
- Sick Days
- Hybrid Work Model
- Learning and Development Opportunities
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
- Administrative
- Sales
- Marketing
Keywords
- Banking
- Business Development
- BDC Financing
- Client Service
- Client Support
- Financing
- Client Proposals
- Letters Of Intent
- Letters Of Offer
- Contracts
- Mandates To Professionals
- Document Preparation
- Signature Collection
- Portfolio Development
- Funding Opportunities
- Pre-qualification
- Risk Rating Assessment
- Accounts Payable
- Accounts Receivable
- Marketing Campaigns
- Marketing Communications
- Event Coordination
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Microsoft OneNote
- Microsoft Teams
- French
- English