Client Services /Customer Care Care Specialist (Insolvency industry) -Toronto
Tanya Bassil
1m ago

A financial services client is recruiting for a Client Services / Customer Care Specialist with proven experience working in the Insolvency Industry).

They will respond to incoming calls from both existing clients and potential new Clients. The calls from the former are more of transactional nature while calls from new clients require comprehension of insolvency options and ability to educate clients on same.

Hours of Work : Monday to Friday : 10 : 00 a.m. to 6 : 00 p.m. (on occasions Saturdays shift may be required).

Major Responsibilities :

Accept hot transfers from the Customer Service Team (CST) for potential clients who want to da an Initial Interview over the phone

For potential new clients, the primary objective is to book the client an appointment with a Debt Solutions Manager. Port of this involves some high level screening to ensure that the service offerings fit the client’s needs, selling the benefits of the services and dealing empathetically with the clients.

For calls from existing clients the primary responsibility is to efficiently respond to their enquiry as the status of their file

Appropriately document every call in the information systems

When you are unable to deal with a specific question, you will transfer these situations to your Manager

Perform administrative skills as assigned (this could include data entry, callbacks to confirm upcoming appointments, rescheduling appointments, data entry, etc.).

Develop and maintain knowledge of the specialized industry

Follow up on past prospects (no shows and cancellations) to reschedule an appointment with a Debt Solutions Manager

Achievement of weekly team targets

Qualifications / Experience

Minimum 3 -5 years of experience working the Insolvency Industry

3 years of prior customer service experience

Experience working in the financial industry and / or call center (an asset, not a requirement)

Experience with MS Office (Outlook, Excel, Word)

Interested candidates are invited to submit their resume by separate attachment in word format :

For further information contact :

Tanya Bassil, Sr. Partner

Phone : (416) 598-4020

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