Client Support Coordinator
4 days ago
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:
- 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.- 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 logístical support.
WHAT WE ARE LOOKING FOR- 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;- The ability to analyze and interpret financial statements is considered an asset;- Experience as a payables and receivable clerk 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;- 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).- Access to a vehicle and a valid driver’s license is an asset.- Bilingualism in French & English is an asset
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