Client Care Specialist

1 month ago


Burnaby, Canada Alltrust Mortgage Solutions Full time

Job Description:

- Book customer appointments/calls, follow-ups, and CRM management
- Obtain and organize all the supporting documents required for mortgage assessments
- Provide regular updates to clients and referral partners
- Supply marketing support for existing and prospective clients such as industry updates, birthday/holiday greetings, and other activities as needed

Qualifications:

- Applicants with prior experience in financial services will be considered first
- Strong organizational skills and the ability to handle multiple competing priorities
- Effective verbal and written communication skills
- Excellent time management, analytical and problem-solving skills

Future Growth Opportunities:
Depending on your interest and abilities, you will have the opportunity to grow into an account manager (sales department) OR an underwriter (mortgage department).

**Salary**: From $22.00 per hour

**Benefits**:

- Company events
- Paid time off
- Tuition reimbursement

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- Burnaby, BC: reliably commute or plan to relocate before starting work (preferred)

**Education**:

- Secondary School (preferred)

**Experience**:

- Customer service: 1 year (preferred)
- Financial services: 1 year (required)

**Language**:

- English (required)
- Tagalog (preferred)

Work Location: Hybrid remote in Burnaby, BC



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