Client Service Manager responsible for fund accounting and maintaining client relationships. Managing investor services, regulatory reporting, and audit preparation across managed funds.
About the role
- Client Care Specialist providing financial assistance and support to clients at Credit Counselling Society. Offering empathetic communication and resources to help clients manage their financial concerns.
Responsibilities
- The Client Care Specialist is the Credit Counselling Society's (CCS) first point of contact for the clients who call in looking for help with their finances.
- This role is an ambassador for the organization, building trust with clients and offering them an empathetic and calming presence during challenging circumstances.
- You will need to use active listening skills to ensure you are providing the appropriate resources and supports for a client, depending on their specific situation.
- You will use your judgment to determine how to best help the client, easing their concerns and connecting them with a Credit Counsellor when appropriate, or other resources where applicable.
- Part of this role will involve reaching out to clients who have asked us to contact them, to go through the intake process.
- Your role will also include fulfilling a number of administrative tasks to support their success during their relationship with CCS.
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 (Pacific 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.
- 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.
- Fluency in French is an asset.
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 at 5th and 10th anniversaries).
- 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.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Client Service Representative at VCA Animal Hospitals providing customer service and supporting patient care in Yucca Valley and 29 Palms locations. Handling appointments and client communications effectively.
Customer Service Analyst at Agrometrika preparing and automating functional tests and ensuring data integrity. Collaboration with internal teams to enhance clients' analysis routines.
Client Services Specialist at Fiserv providing technical support for SMB merchant clients in a call center environment. Collaborate with sales teams to improve client satisfaction and revenue growth.
Client Service Representative assisting customers with their banking transactions. Engaging clients to connect them with the right services and products at CIBC.
Registered Client Service Associate supporting financial advisors at Ameriprise Financial. Assisting with client service and portfolio management responsibilities while enhancing client relationships.
Direct Client Service Specialist I at Vermont DMV managing daily mail operations and providing customer service. Requires strong attention to detail and independent decision - making within the Montpelier office.
Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
Client Services Associate managing operational aspects of transactions at GLAS, an institutional debt administrator with a blue - chip customer base.
Client Services Team Lead managing existing client portfolios and ensuring service satisfaction at ServisFirst. Leading client relationship efforts and overseeing team performance.