Client Service Assistant Jobs

We are looking for a Client Service Assistant (CSA), Business Operational Services to deliver exceptional client service to both internal and external clients through high quality administrative support delivered in a timely and efficient manner.

We are looking for candidates who can effectively communicate over the phone, in a chat platform, and via email ensuring the client feels like they are always our top priority. A passion for client service and a willingness to go above and beyond are prerequisites for this role.

About Baker Tilly Nova Scotia Inc.

Baker Tilly Nova Scotia Inc. (BTNS) is an independent member of Baker Tilly Canada, an entrepreneurial accounting network that fosters a meaningful career and the opportunity to influence tomorrow for your clients, your profession, and your community. Our professionals are encouraged to Be True to their values and ambitions, alongside our shared commitment to building great relationships, great conversations, and great futures.

With member firms from coast to coast, we are one of the country’s largest associations of chartered professional accounting firms. As an international network, we have a longstanding reputation for value-added audit, tax, and advisory solutions. We embrace a model of client-focused, partner-led service and believe that quality of life for our high-performance team is important. We have strong community involvement and believe in providing our clients with high quality personalized services.

As a 28 Partner, locally owned firm located in Dartmouth, our office is comprised of over 135 team members who serve companies at all stages of their development from emerging and owner-managed businesses to large private companies, not-for-profit organizations, governments, professionals, and individuals.

Your Contribution to the story:

At BTNS, our Partners and leadership team are dedicated to creating the best experience for our employees and our clients. As a member of our Business Operational Services Team, you will play a key part by communicating in an open, helpful, and engaging tone to collect outstanding document requests and working with various teams to address client concerns in a high-volume professional environment.

Your primary responsibilities will include:

What you’ll do:

• Respond to inbound cold calls, INFO-NS email requests, questions from existing clients, etc.
• Cover reception desk (as dedicated back up) including greeting people, directing visitors to the appropriate person, answering and forwarding telephone calls, taking messages, and performing other administrative duties
• Provide general information to staff, Partners, and clients
• Prepare correspondence, reports, forms, presentations, Engagement Letters, and other documents
• Perform other related duties, as assigned
• Plan events and travel
• Coordinate inflow of documents through scanning, saving, and distributing
• Submit and assist with new client set up and shared mailbox/distribution list requests, as required
• Submit receipts and expense reports to the Finance Department
• Assemble outflow of packages to clients, following up on signatures and pick up
• Accurately complete any data entry or information updates, as assigned
• Arrange catering and peak season meals, as well as maintenance of meeting rooms, hotspots, and common areas during/after events
• Access client information and status updates from CRA Rep a Client or by calling CRA directly
• Scan, print, photocopy and collate documents for distribution, mailing, and filing
• Sort, process and verify receipts, forms, and other documents
• Send and receive messages and documents using mail, courier, digital signing software, fax machine, or electronic mail
• Schedule meetings, preparing agendas and/or minutes, as requested
• Sort and file documents according to established filing systems, locate and retrieve documents from files as requested and maintain records of filed and removed materials
• Respond to telephone, in person or electronic enquiries or forward to appropriate person
• Maintain inventory of office supplies including food and drink, order or pick up supplies as required
• Process incoming and outgoing mail, manually or electronically

A successful candidate will have:

What you will bring:

• High school diploma or equivalent education required
• Minimum of two (2) years relevant experience (office, call center, administrative assistant, supporting role, tax, or accounting firm, etc.)
• Above-average attention to detail and organizational skills
• Ability to work additional hours as required when business needs dictate
• Provide timely, efficient, and professional responses to clients and other members of the Team
• Willingness to go above and beyond to meet client expectations
• Advanced MS Office skills, in particular Word, Outlook, Excel, and PowerPoint
• Experience dealing with sensitive and confidential information
• Expert ability to remain calm and communicate with professionalism in a fast-paced business environment with minimal supervision
• Ability to excel in an at-times high pressure environment with tight deadlines
• Action oriented mindset with a demonstrated ability to remain focused during times of high demand
• Have a passion for assisting clients
• Positive and professional customer service attitude
• Handling inbound calls and secure messages
• Experience in the accounting or tax industry would be a definite asset
• Outstanding oral and written communication skills

Application Information:

For us, finding moments to really listen to and get to know our teammates is an essential part of how we keep our community together. Demonstrating curiosity, empathy, care, and compassion and nurturing agency are who we desire to be. If this resonates with you, this might be a great fit.

Interested candidates should apply via the "Apply For This Job" link with a cover letter, salary expectations, and resume by noon ADT on Wednesday, July 5th . If you need accommodation at any stage of the application process or want more information on our accommodation policies, please contact our People & Culture department at [email protected] or (902) 404-4000. We appreciate the interest of all applicants; however, only those candidates selected for an interview will be contacted.

We are actively seeking to add team members from communities with lived experiences of marginalization and underrepresentation. We respect and value each individual and their lived experiences and commit to creating a more diverse team and establishing a culture of belonging. If you self-identify as Black, Indigenous, a person of colour, a member of the LGBTQIA2S+ community or another marginalized group, we strongly encourage you to apply.

As part of the 2020 Forbes list of Canada’s Best Employers, Baker Tilly is highly rated among our employees because we provide a vibrant, fulfilling culture. When you join us, you can expect:

• We encourage all to be true to their values and ambitions and following their own path
• We value our people and our reputation
• We are future focused and challenge the status quo
• We foster collaboration in everything we do
• We are committed to building great relationships, having great conversations, and forging great futures
• We have an empowering culture and hold ourselves accountable
• We are locally dedicated with national scale

We also appreciate the value of work-life harmony for our staff.  The following is just a glimpse of some of our great perks!

• Comprehensive benefits package 
• RRSP matching
• Wellness and fitness incentives
• On site gym
• Free parking
• Competitive salary

If you want a career that is true to who you are and who you want to be, join our team at Baker Tilly Canada (Nova Scotia).