Client Services Coordinator
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Job Title: Client Services Coordinator
Reports To: Client Services Team Lead
Job Overview: The Client Services Coordinator delivers high-quality services to Money Mentors’ clients through onboarding, retention, and successful completion.
Key Responsibilities
- Onboarding:
- Work with new OPD-eligible clients to onboard them into the Orderly Payment of Debt program including commissioning affidavits.
- Solid understanding of all relevant legislation and regulations.
- Communicate with the Court and creditors to progress files forward to activation.
- Engage with clients on the progress of their file.
- Ensure clients understand their rights and responsibilities within the OPD program.
- Ensure clients are properly set up with payments for OPD.
- Celebrate and cheer clients on as they begin their OPD journey.
- Retention:
- Work with existing OPD clients to support them in maintaining their monthly deposit.
- Communicate and engage with OPD clients about their situation and budget if they are struggling to maintain their monthly deposit.
- Influence and motivate clients to get back on track if they make partial or no payments
- Recommend files to be defaulted after careful analysis.
- Offer clients who cannot continue their OPD program a referral to other services as appropriate (e.g. insolvency).
- Paid In Full:
- Work with OPD clients who are about to complete their program successfully in navigating the final steps.
- Update the Court and creditors on clients who have Paid in Full.
- Communicate and coach clients on how to rebuild credit using the Canadian Tire Fresh Start program.
- Celebrate and cheer clients who have successfully completed their OPD program.
Qualifications and Skills
- Education: Diploma or degree or relevant experience.
- Experience: 2 years+ experience in the financial ecosystem or relevant industry.
- Skills and Competencies:
- Excellent communication, interpersonal, and relationship-building skills
- Passion for and a basic understanding of personal financial concepts
- Able to navigate various computer systems with ease
- Time management, organizational and prioritization skills at must
- Ability to influence and motivate consumers into action
- Strong focus on delivering an excellent client experience
- Comfortable with key performance indicators
Feeling overwhelmed these days? Let us help.
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