CLIENT SUPPORT COORDINATOR

Posted 5 Days Ago
Be an Early Applicant
West Island, CCK
In-Office
Junior
Fintech • Payments • Financial Services
The Role
Provide administrative and operational support to Account Managers, ensuring accurate documentation, data entry, client communication, and follow-up for financing transactions. Assist with proposals, contracts, branch marketing events, mail management, and liaison with internal teams to deliver a seamless client experience.
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


POSITION OVERVIEW


Do you describe yourself as organized and customer service oriented? Do you have a keen interest in entrepreneurship? 

At BDC, the only bank dedicated exclusively to Canadian entrepreneurs, you will support a team of Account Managers in Pointe-Claire and contribute to the success of Canadian businesses. In this role, you provide administrative and operational support to the Financing team, helping ensure a seamless client experience and efficient management of financing activities. You act primarily as a support partner to Account Managers and collaborate with clients when requested by the Account Manager or as part of specific financing processes.


CHALLENGES TO BE MET

  • Provide high-quality support to Account Managers in delivering an excellent experience to BDC clients.
  • Respond promptly, accurately, and professionally to client or prospect inquiries referred by Account Managers, while escalating complex situations as appropriate.
  • Prepare letters, financing documents, proposals, contracts, and other required documentation in accordance with established processes and procedures.
  • Ensure information is accurately entered into internal systems and that all required documentation, conditions, approvals, and signatures are obtained and tracked.
  • Follow up on outstanding documentation and administrative requirements to support financing transactions.
  • Proactively participate in branch marketing initiatives by helping organize events, campaigns, and activities, preparing communications, and providing logistical support when required.
  • Work collaboratively with internal support teams and complete assigned administrative activities through the established workflow and queue management processes.
  • Support Account Managers in achieving business development objectives through effective administrative coordination.
  • Contribute to the smooth operation of the business centre by welcoming suppliers and technicians and managing outgoing and incoming mail, including visits to the post office when required.

WHAT WE ARE LOOKING FOR

  • Bachelor's degree in Business Administration or a related field.
  • 1 to 3 years of experience in an administrative support, client service, banking support, or similar role.
  • Demonstrated customer service orientation.
  • Ability to organize, prioritize, and manage multiple tasks in a fast-paced environment.
  • Ability to work independently and meet deadlines.
  • Strong attention to detail and accuracy when preparing documentation and maintaining records.
  • Demonstrated teamwork and collaboration skills.
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
  • Excellent written and verbal communication skills in French and English.

Preferred qualifications

  • Ability to analyze and interpret financial statements.
  • Experience supporting financing, banking, lending, or financial services activities.
  • Experience coordinating administrative processes involving contracts, client documentation, or compliance requirements.
  • Demonstrated initiative in identifying client needs and supporting resolution of routine inquiries.

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's degree in Business Administration or a related field.
  • 1 to 3 years of experience in administrative support, client service, banking support, or similar role.
  • Demonstrated customer service orientation.
  • Ability to organize, prioritize, and manage multiple tasks in a fast-paced environment.
  • Ability to work independently and meet deadlines.
  • Strong attention to detail and accuracy when preparing documentation and maintaining records.
  • Demonstrated teamwork and collaboration skills.
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
  • Excellent written and verbal communication skills in French and English.
  • Ability to analyze and interpret financial statements.
  • Experience supporting financing, banking, lending, or financial services activities.
  • Experience coordinating administrative processes involving contracts, client documentation, or compliance requirements.
  • Demonstrated initiative in identifying client needs and supporting resolution of routine inquiries.
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The Company
HQ: Montreal
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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