Client Services Representative

WDC Disability Tax Specialist Inc. is seeking to hire a Client Services Representative

What you will do -

In this role you will have client consultations booked for you daily, you must be able to effectively and efficiently manage your own schedule and execute assigned duties, while juggling various tasks.

You will work with financial/confidential data that will need to be analyzed, organized, etc. Working closely with other members of our team, you must have the ability to communicate effectively with employees as well as clients.

Primary responsibilities will include -

• Client consultations
• Tracking/managing your schedule and clientele
• Listen to clients needs and assess situations accordingly
• Build long lasting relationships with clients
• Requesting/tracking medical history

Other Duties will include but not limited to -

• Administrative tasks
• Various tasks as directed

Critical Skills/Characteristics -

• Contribute to a positive, efficient work environment between staff and clients
• Proficient with Sage 50/ Office 365
• Professionalism/ personable
• Positive attitude and openess to diversity/growth
• Willingness to learn
• Honesty
• Reliability
• Empathy for clients is important
• Superior communication skills
• Superior written/verbal/computer literacy
• File Management/orginization
• Multitasking
• Critical thinking/problem solving

Experience -

• Customer service and/or admin experience
• Experience managing own clientele
• Experience/knowledge of canadian tax system is an asset
• Knowledge of medical terminology is an asset
• Experience in any related sales field is an asset

Full time (40 hours per week)

Starting salary: $17-22 (Depending on Experience/credentials)

Start date: To be determined

Please attached cover letter

We thank all applicants for their interest, but only those selected for an interview will be contacted.

Job Types: Permanent, Full-time

Salary: $17.00-$22.00 per hour

Flexible Language Requirement:

• French not required

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• New Glasgow, NS B2H 2T6: reliably commute or plan to relocate before starting work (required)

Education:

• Secondary School (preferred)

Experience:

• Customer service: 1 year (required)