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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relations and portfolio management, with a strong focus on compliance monitoring and database management. Proficient in delivering high-quality client support and training while effectively managing multiple priorities.
Highest-signal resume keywords
Client Relations ManagementBilingual (French/English)Database ManagementMicrosoft Office ProficiencySharePoint Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Portfolio ManagementData ProcessingAudit ReportingTrend AnalysisUser Onboarding
Soft Skills
Attention to DetailOrganizational SkillsClear CommunicationProblem-Solving MindsetClient Service Orientation
Tools & Technologies
RiskCheck ConnectSharePointMicrosoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint
Industry Keywords
Health & SafetyClient ComplianceProfessional RelationshipsBackground CheckAdministrative Support
About the role
Key responsibilities & impact- Provide ongoing assistance with the day-to-day management of assigned client accounts in collaboration with the Account Manager
- Maintain internal and client system databases with current client information and annual audit findings
- Monitor client compliance status, conduct portfolio trend analysis, and report findings
- Oversee new client user onboarding on the RiskCheck Connect platform and conduct online client training
- Respond to client health and safety inquiries and system questions
- Provide mentorship or system training to clients requiring assistance
- Liaise between clients, consultants, and the Business Development team to address client questions and concerns
- Address internal requests regarding client information, compliance status, or trend analysis
- Process audit reports by loading key data into the system and submitting final reports to clients
- Maintain client portfolio databases, user access, and contact information
- Build new client accounts or assets in the system and oversee onboarding
- Update internal trackers with real-time report status updates
- Participate in management or client meetings when required
- Perform other duties as assigned
Requirements
What you’ll need- Post-secondary education, preferably a degree or diploma in Health & Safety and/or related courses preferred
- Bilingual (French/English) is a requirement
- Client relations / portfolio management support experience in an office/administrative setting (3 years)
- Experience with SharePoint preferred
- Proficiency in Microsoft Office (Outlook, Word, Excel, and PowerPoint)
- Past exposure to database management and data processing
- Proven ability to build and maintain positive professional relationships
- Strong client service orientation with a commitment to delivering high-quality support
- Excellent attention to detail and organizational skills
- Clear and confident communicator, with a professional telephone manner
- Resilient and focused, with the ability to manage multiple tasks and priorities
- Proactive problem-solving mindset with a focus on finding practical solutions
- Candidates may be required to consent to a Background Check (Criminal Record Check) as part of the recruitment/onboarding process
Benefits
Comp & perks- Various paid time off (PTO) such as paid vacation, paid illness days, birthday off with pay, paid personal days, paid volunteer time off, etc.
- Comprehensive group benefits package
- Virtual Health and Wellness and EFAP program
- Professional development and growth opportunities
- Relaxed and supportive work environment
- Work/life balance
- Company social events (remote and in-person)
- Background Check (Criminal Record Check) at the company's expense upon offer of employment
