Client Services Administrator
Permanent Hybrid | North York, ON
Description
Responsibilities:
- Engage and assist clients and stakeholders as the front-line staff in a friendly and non-judgemental manner.
- Maintain clients’ files by proactively reaching out and communicating with clients and creditors for the necessary information to achieve the best outcome.
- Actively seek opportunities to continuously improve client service offerings.
Job Responsibilities:
- Build relationships with clients and creditors through both inbound and outbound calls, emails, and returning voicemails.
- Assist clients in meeting their payment commitments.
- Process creditor balance verifications and resolve discrepancies.
- Complete monthly reports and tasks to ensure accounts are serviced in a timely manner.
- Assist first-time callers and active clients and connect them to our counsellor team or book appointments as necessary.
- Complete other duties as assigned by management such as processing outbound communications, classifying inbound documents, responding to general email inquiries, and office mailing support.
- Assume different types of work and roles aligned with the agency’s vision and mission, i.e. GOLD coaching program, Project coordination, Educational webinar or workshop, Chat services, etc.
- Assume responsibility for professional development by staying up to date on current
developments in the field of credit counselling.
Qualifications
Qualifications/Skills:
- Exceptional customer service and interpersonal skills.
- Detail-oriented and thorough with proven organizational and problem-solving skills.
- Impeccable time management and ability to self-manage responsibilities.
- Highly effective team member.
- Ability to adapt and prioritize to a changing environment.
- Enjoys working with a multicultural public in a personable and empathetic manner.
- Strong command of the English language (ability to speak French or another
second language an asset). - Strong interest in learning about personal finance.
- Must be bondable.
Experience Requirements:
- 2-3 years experience providing high-quality customer service in a call centre,
retail, or service-based environment. - Past work experience in the credit industry or financial services is an asset.
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Proficiency in Google Docs and Sheets.
- Background in business or social services is an asset.
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