Account Service Advisor

2 weeks ago


Windsor, Canada Baker Tilly Canada Cooperative Full time
h3>Save the exploring for your next adventure

Baker Tilly Windsor is looking for a Client Service Associate to join our team. With a new office located in the heart of Walkerville, we can offer a unique space to come in every day. We have a great team who works hard and plays hard, including Fridays off in the summer. We’ve thrown axes at the boss (okay, at a picture of the boss), enjoyed a private riverboat cruise as a group and even spent a day at a watch factory. p>

Our unique structure fosters a client-service focus built from local, national and international expertise. We are a proud member of Baker Tilly International, giving us a diversified team of over 25,000 partners and staff spanning 145 countries. Our Windsor office is one of the area's fastest growing accounting and advisory firms in the area. Collectively, we offer a comprehensive range of accounting, auditing, tax and business advisory services to mid-market commercial clients, their shareholders and families, as well as multi-national businesses and not-for-profit organizations.

Are you admired for your attention to detail, exacting standards, and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of Client Service Associate. In this role, you will provide dedicated specialized administrative support. Your first impressions will leave lasting results on our business and customer experience.

Create reports for analysis of client accounts and assist clients with transactional needs.Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation.Provide a high level of client service which includes responding to phone, mail, and electronic enquiries.Adhere to all policies and procedures and maintain a culture and operation of risk management.A successful candidate will have:
  • 2+ years’ experience in an administrative role (Financial Services preferred).
  • Post-secondary education or equivalent work experience.
  • Proficiency with MS Office and ability to learn new software. Caseware experience is an asset.

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