Client Services Associate at Harbourfront Wealth Management
Ontario, Ontario, Canada -
Full Time


Start Date

Immediate

Expiry Date

31 Jan, 27

Salary

50000.0

Posted On

02 Nov, 26

Experience

6 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Yes

Skills

Industry

Retail & E-Commerce

Description

Key Responsibilities

Client Communication & Service Delivery

  • Serve as the first point of contact for clients via phone, email, and in-person walk-ins.
  • Handle customer inquiries, quote requests, orders, and service inquiries promptly and professionally.
  • Follow up on customer orders, deliveries, and completed services to ensure total client satisfaction.
  • Resolve routine customer questions or issues with empathy and efficiency.

Payment Processing & Invoicing

  • Process customer payments securely in person (POS debit/credit, cash, cheque) and over the phone (credit card).
  • Assist clients with basic account balance inquiries and billing questions.

Scheduling & Dispatch Support

  • Coordinate delivery schedules, service appointments, and technician/driver dispatches.
  • Communicate schedule updates, route changes, or delivery windows clearly to clients and internal teams.
  • Ensure all relevant job notes, client preferences, and access instructions are documented accurately.

Office Administration & Operational Support

  • Maintain accurate customer records, account details, and service logs in our management system.
  • Assist with basic inventory tracking, replenishing office supplies, and general recordkeeping.
  • Support management with ad-hoc administrative projects and seasonal workflows.

What We’re Looking For

  • Experience: 1–3+ years of experience in administrative support, customer service coordination, or office administration (experience in a service, delivery, trade, or retail counter environment is an asset).
  • Payment Handling: Proven experience processing payments (POS terminal, credit cards over the phone, cash handling) and maintaining transaction accuracy.
  • Communication Skills: Excellent verbal and written English communication skills; professional, warm phone and front-counter etiquette.
  • Organizational Abilities: Strong organizational skills and the ability to multitask between answering phones, assisting walk-in customers, and handling paperwork.
  • Tech Savvy: Comfortable with standard office software (Microsoft Office / Google Workspace), email, and quick to learn scheduling and POS/invoicing software.
  • Problem-Solving Mindset: A proactive, calm approach when handling client questions or unexpected schedule changes.


Responsibilities
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