Client Success Specialist

3 days ago

Vancouver BC, Greater Vancouver Regional District, BC; British Columbia, Canada Trust Disability Solutions Ltd. Full-time

For many people, calling us is the first time anyone has explained the Disability Tax Credit in plain language. As a Client Success Specialist, you are that voice. You turn a confusing process into a clear next step, and you get to hear what it means to the families you help when good news arrives.

What you will do

  • Be the first person new clients talk to, and make it a good first impression
  • Turn questions about the Disability Tax Credit into clear, simple next steps
  • Build real relationships with clients and stay with them until their file is done
  • Share in the good news with clients when it comes
  • Work closely with our tax and medical teams so every client is looked after

What we are looking for

  • Experience in customer service, client care, or any role where people come first
  • A warm, confident phone manner, and patience with clients who are stressed or unwell
  • Clear written English; French is an asset
  • Comfort with everyday software, email and video calls
  • Care with personal and medical information
  • A quiet place to work, a reliable internet connection, and eligibility to work in Canada
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