Client Service Representative - Work From Home in Canada

at  True North Disability Services

Client Service Representative (CSR)
Location: Work from home in Canada
Job Title: Client Service Representative (CSR)
Job Type: Full-Time, Monday to Friday
Industry: Financial Services
At True North, our mission is to help eligible Canadians obtain the Disability Tax Credit (DTC) and reclaim their unused credits and benefits. We are looking for a diligent, reliable, and results-driven individual to join our Client Service Representative team. In the CSR role you will engage with potential clients by phone and through a detailed discovery process, determine their compatibility for our services.

QUALIFICATIONS:

• Must reside and work within Canada.
• Strong communication and interpersonal skills.
• A commitment to learn basic income tax knowledge and apply TNDS values.
• Ability to multitask, manage your time effectively and adapt to change when required.

• Outbound phone calls (up to 100+ calls per day) to potential clients to determine their compatibility for our services. Note we do not do any cold calling.
• Follow-up with clients regarding outstanding documentation required to begin the application process.
• Meet or exceed individual KPIs and objectives.
• Deliver exceptional customer service during every interaction.
• Maintain accurate customer records in a timely manner within our system.