CLIENT SUPPORT COORDINATOR

BDCMontreal, QC
Hybrid

About The Position

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.

Requirements

  • 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.

Nice To Haves

  • 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.

Responsibilities

  • 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.

Benefits

  • Flexible and competitive benefits
  • Employee Savings and Investment Plan where BDC matches part of your voluntary contributions
  • Defined Benefit Pension Plan
  • $750 wellness and health care spending account
  • Paid vacation each year
  • Five personal days
  • Sick days as necessary
  • Offices are closed from December 25 to January 1
  • Hybrid work model
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