Client Service Representative, Booking Centre CPU - (2026-137-CP) at WoodGreen Community Services

Toronto, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

14 May, 26

Salary

44591.94

Posted On

13 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Booking, Inquiry Response, Eligibility Screening, Appointment Scheduling, Data Entry, Record Keeping, Customer Service, Microsoft Office Suite, Client Relationship Management, Time Management, Attention To Detail, Collaboration, Communication Skills, Anti-Racism Principles, Equity Focus

Industry

Community Services

Description

Competition #2026-137-CP Booking Centre – Client Service Representative (2026-137-CP) Employment Type: Permanent Full-time, Bargaining Unit (1 Vacancy) Work Hours: 35 hours/week (Monday - Friday 9:00am-5:00pm) Work Setting: Primary site: 815 Danforth Ave, Toronto, ON Hybrid - Opportunity to work remotely after orientation and training period Salary: E8 (Internal): $44,591.94/year Application Deadline: February 18, 2026 by 11:59 pm (Internal candidate only) Who We Are WoodGreen is a team of diverse and innovative change makers working together to make a difference in our communities. A United Way Anchor Agency with a proven track record and an entrepreneurial mindset, we continuously seek to develop solutions to critical social needs while striving to become a Centre for Equity. Visit www.woodgreen.org to learn more about who we are and to review our Equity Statement. We are committed to building an inclusive and diverse workforce, representative of the communities we serve. We encourage, and are pleased to consider, applications from Indigenous peoples, racialized persons/persons of colour, women/women identifying, persons with disabilities, 2SLGBTQIA+ persons, and others who contribute towards promoting innovative ideas and solutions. Program Overview – Booking Centre, Community Programs Unit (815 Danforth Ave, Toronto, ON) The Booking Centre’s primary role is to optimize the client experience from their first point of contact with WoodGreen’s Community Programs Unit until they are securely attached to a program with an appropriate intake appointment, information session registration or other program-specific entry step. The Community Programs Unit includes employment, skills training, newcomer, financial counselling, tax, and other programs and services. The Booking Centre supports clients’ early attachment to multiple programs of need, ensures response time service level agreements for referrals are met, creates efficiency at scale for referral and intake management, and creates a consistent and high-quality customer service experience. The CSR is responsible for inbound and outbound contact with leads, assisting them to attach to the appropriate program(s). What You Will Do Demonstrate warmth and friendliness as well as a client centre-approach to ensure inquirers feel welcomed, supported and informed. Create equity in all aspects of service delivery, striving for inclusion and equitable outcomes for all individuals who come to WoodGreen. Respond to inquiries and referrals received via email, web forms, voicemail, and referral platforms (e.g., RASP, TRF, CTMS and FindAJob portals) within the WCG service level agreement timeframes, which can vary by the source of the enquiry and channel. Contact leads through phone (Via Aircall), email, or text. Understand needs, confirm interest, screen for eligibility, assess program fit, and facilitate service pathways. Help reduce the risk that intake will not be successful by providing clear and accurate information about the CPU programs, set appropriate expectations and confirm that leads wish to proceed with an intake appointment on an informed basis. As feasible and natural within the context of the conversation with leads, ask high-level needs assessment questions and refer to other WoodGreen programs (e.g. employment training programs, Tax Clinic, Settlement, Youth Services, Walk-in Counselling). Book intake appointments with CPU program staff, ensuring alignment with client and Employment Consultants’ schedules. Create and send appointment reminders. Follow up on appointment confirmations, to maintain smooth client interactions. Maintain organized records of all inquiries, referrals, and bookings to meet service level agreements (SLAs). Track and report progress on call lists, ensuring timely follow-up and updates. Escalate complex inquiries or challenges to the Supervisor when necessary. Maintain accountability for handling the assigned share of work volume. Readily participate in training and coaching with the Practice Lead to support work performance. Use supervisor monitors and feedback as a constructive learning experience. Demonstrate excellent customer service and skills. In an efficient and prompt manner, complete all documentation and data entry per WoodGreen standard operating procedures (e.g. client notes, data entry, referrals, updating forms). Work collaboratively with CPU program teams, particularly Program Assistants Employment Consultants, to ensure effective appointment bookings and seamless client service. Collaborate effectively with other WoodGreen teams when making referrals outside the IES program. As needed to support site operations and only if a low work volume permits, engage in outreach activities and perform other duties. Participate in and complete upgrading training and education as required by WoodGreen. What You Bring to the Team Post-secondary education in Business Administration, Social Services, or a related field preferred. Minimum one year of experience in customer service, intake, or administrative roles. Proficiency in Microsoft Office Suite. Familiarity with client resource management systems (e.g. Microsoft Dynamics, SalesForce) an asset. What Will Set You Apart Knowledge of employment services or social services is an asset. Highly ethical, compassionate and purpose driven with an overarching desire to support client success. Energy and enthusiasm to meet new people, listen and learn about their needs and experience, and work to improve their life and the lives and their families. A strong sense of personal accountability for accomplishing individual tasks. Coachable and able to adapt and change in procedures, systems, client needs, external trends, etc. as the service delivery context evolves. Patience, compassion and sensitivity to deal with different cultures and different levels of abilities among clients, colleagues, partners and others in the work environment. Understanding of and ability to communicate principles and practice of diversity and anti-racism. Excellent interpersonal skills as well as verbal and written communication skills. Excellent organization and time management skills and strong attention to detail. Occasionally work evenings and weekends WoodGreen is an equal opportunity employer. We are committed to providing an inclusive and barrier-free selection process and work environment. If contacted in relation to an employment opportunity, please advise our People & Culture representatives at careers@woodgreen.org of the accommodation measures required. Information received relating to accommodation will be addressed confidentially. This public job posting uses AI-powered tools to screen, assess, or select applicants.

Responsibilities

The Client Service Representative is responsible for managing inbound and outbound contact with leads, assisting them in attaching to appropriate programs by understanding needs, confirming interest, screening eligibility, and facilitating service pathways. This role involves booking intake appointments, sending reminders, maintaining organized records, and ensuring service level agreements for response times are met.