CLIENT SUPPORT COORDINATOR, TECHNOLOGY GROUP - Ontario

Posted Yesterday
Be an Early Applicant
12 Locations
In-Office or Remote
Junior
Fintech • Payments • Financial Services
The Role
Provide high-quality client service and administrative support to the Technology Financing team: prepare proposals, letters, contracts, obtain signatures, perform pre-qualification and basic risk assessments, support portfolio development and branch marketing activities, and handle client follow-up and logistical support.
Summary Generated by Built In

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... 

Explore the BDC Way in our Culture Book

This position may be available in other locations across the Greater Toronto Area

 

POSITION OVERVIEW


The incumbent is responsible for providing high-quality client service to the BDC Technology 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 logistical 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

Proudly one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers, we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application, please do not hesitate to contact us at [email protected].

While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.

Skills Required

  • 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
  • Ability to analyze and interpret financial statements
  • Experience as a payables and receivable clerk
  • Client service orientation and demonstrated 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
  • Bilingualism in French & English
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The Company
Montréal, , Quebec
4,498 Employees
Year Founded: 1944

What We Do

We are BDC, the bank for Canadian entrepreneurs. Our mission is to help create and develop strong Canadian businesses through financing, consulting services and securitization, with a focus on small and medium-sized enterprises. Through our subsidiary—BDC Capital, we also offer a full spectrum of specialized financing, including venture capital, equity as well as growth and business transition capital. BDC, Canada’s first B Corp bank. B Corps are certified Beneficial companies. Their purpose is to create value for society as well as money. They meet high standards of transparency and accountability, and create positive social and environmental benefit. Learn more at www.bcorporation.net. Social Media Community Guidelines: https://www.bdc.ca/EN/about/social_media/Pages/social-media-guidelines.aspx

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