Circulation & Customer Service Associate

3 weeks ago

North York, Canada The Successful Investor Full time

**CIRCULATION & CUSTOMER SERVICE ASSOCIATE**

**The Successful Investor Inc.**

We are a growing wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. As we are transforming our business and experiencing significant growth, The Successful Investor is actively seeking a **Circulation & Customer Service Associate **who will provide top notch service to our customers and clients and provide key support to the Circulation department.

**KEY RESPONSIBILITIES**
- Primary phone contact for The Successful Investor (TSI) inbound and some outbound calls:

- Responsible for solving customer queries and completing new orders/renewal/cancellation transactions from TSI subscribers in a timely and professional manner.
- For the inbound wealth management calls received, handle the basic administrative task requests promptly and efficiently (i.e., cash calls; statements; password resets) and warm transfer the remaining calls to wealth management.
- Order entry and fulfillment - including importing website orders into subscription management database.
- Database management - create & update accounts; export data and generate reports for Circulation and other departments; run daily back-ups.
- Ensure all renewal notices are run on schedule and fulfilled by mail.
- Manage billing, outstanding payments and refunds.
- Make soft upsell and save attempts to existing subscribers, with the potential to earn additional income.
- Ensure all department equipment and systems are maintained in good working order.
- Provide administrative support to Marketing and other areas as needed.

**REQUIREMENTS (Qualifications, Experience & Skills)**:

- Post Secondary College Diploma or University Degree.
- 2+ years of experience in a customer service, client facing role.
- 2 years of administrative office experience.
- Solid Excel skills and proficiency in other Microsoft Office programs.
- Previous experience working in subscription business and/or with a CRM or subscription management database considered an asset. (preferred)
- Professional demeanor - as first point of contact with all clients and visitors, a professional appearance and attitude is of utmost importance in this role.
- Excellent Customer service skills and phone etiquette.
- Logically minded with the ability to think outside of the box and troubleshoot for first point resolution.
- Strong problem-solving skills and attention to detail mindset.
- Quick learner and adaptable to change.
- Ability to work efficiently on multiple tasks and follow a daily schedule.
- Self-motivated, positive attitude and a team player.

Located near Yonge St. and Sheppard Ave. in North York, Toronto.

Pre-employment reference, credit and criminal background checks are required.

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