Client Service Manager responsible for fund accounting and maintaining client relationships. Managing investor services, regulatory reporting, and audit preparation across managed funds.
CS
Hybrid Bilingual Client Care Specialist, Eastern Time Zone
Posted 2 months ago
About the role
- Client Care Specialist assisting clients in both English and French with financial inquiries at Credit Counselling Society. Providing empathetic support and connecting clients with appropriate resources during their financial journey.
Responsibilities
- Handle incoming calls and online inquiries from clients seeking assistance with their finances.
- Provide empathetic support and actively listen to clients' concerns to offer appropriate resources and guidance.
- Collaborate with Credit Counsellors and other resources when necessary to assist clients effectively.
- Manage administrative tasks to support clients during their financial journey with CCS.
- Reach out to clients who have requested contact to navigate the intake process.
Requirements
- One to two years of customer service experience required; call centre experience preferred.
- Availability to work variable shifts, scheduled between 8:00 am - 6:00 pm (Eastern Time), with a Saturday shift once each month.
- Professional and empathetic manner, demonstrating active listening skills, and the ability to connect with clients and convey information accurately.
- Excellent communication & interpersonal skills, demonstrating a genuine desire to work as part of a team and help people.
- Fluency in French (written and spoken).
- Positive, can-do attitude and a solution-focused approach, with the ability to adapt to change and work well under pressure.
- Strong organizational abilities, including the ability to switch between tasks quickly and occasionally manage simultaneous conversations while ensuring attention to detail.
Benefits
- Three weeks vacation to start, plus 3 CCS days to use at your discretion and 6 Sick/Personal Days each year.
- A comprehensive health and wellness benefits package, including Prescription Coverage, Extended Health and Dental Coverage, a Health Spending Account, and a Wellness Spending Account.
- A long-term savings program with employer matching (up to 5% in the first 5 years of employment, with increases upon completion of 5, 10, and 15 years).
- Educational reimbursements (up to $2,500/year).
- The opportunity to participate in our two-level employee development program and supplemental mentoring relationships to support those interested in furthering their professional growth.
- Celebration of personal and organizational milestones, including a paid day off when moving or getting married, as well as gifts for important events like having a child or celebrating a milestone service anniversary.
- Employee and family assistance program that offers counselling support as well as a wide variety of support resources.
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