Client Onboarding Specialist, Bench Retro

**What's Bench? Check us out in** Medium, Betakit, Financial Post, our Instagram, and our Life at Bench Blog. - We acknowledge that Bench headquarters is located on the traditional, ancestral, and unceded territory of the Coast Salish Peoples, including the territories of the xʷməθkwəy̓əm (Musqueam), Skwxwú7mesh _(Squamish), and Səl̓ílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations._ Businesses need to understand their financial performance, but for many smaller ones, this means a trade-off between managing their books and running their businesses. Our mission is to help every business owner thrive, by providing financial insight and peace of mind in one seamless platform_._ From creatives to chiropractors, Bench helps thousands of small business owners and entrepreneurs master their financial lives. Because understanding your finances should be three things: simple, effortless, and affordable. We're growing fast, and we're looking for exceptional people to join us on this incredible journey. Check out our culture guide to learn more about what it's like to work at Ben **What does the Retro department look like?** Are you passionate about providing an excellent client experience and love problem solving? Do you enjoy challenging how we currently do things and experimenting with what can be done better? Being a member of the Retro Customer Coordinator team is a unique challenge, which calls for exceptional team members Our team is laser focused on client experience and ensuring clients are set up for success for their time with Retro as well as long-term with Bench. You'll be a key part in defining the optimal onboarding experience for large scope catch up clients, collaborating on new initiatives, as well as directly contributing to Bench's profitability goals through your impact in this start up within a start up. **What you'll get up to**: - The majority of your time will be spent working with past, present, and new retro clients to collect and verify historical documentation for their catch up bookkeeping (2+ years and catch up bookkeeping only). - Strategizing & Auditing document collection - solution-ing issues such as closed accounts, no known Third Party access available, faxing, and mailing. - When applicable, reaching out and troubleshooting with banking institutions on how we can better integrate/ collect documents. - Continually experimenting with ways to improve our processes, procedures, and service offerings. - Collaborating with Retro Sales and Delivery to improve processes - you will be one of the most key players in ensuring a timely and organized Retro experience. **What you'll need**: - 2+ years' experience in a customer service role. - You're not satisfied with "good enough", and nothing that needs fixing is just someone else's job. You love to experiment, try new things, and drive improvement within your own team, or across the wider organization. - You're a resilient, strong individual performer who is energized by meeting individual and team targets and contributing to the team's success. - Confident presence on the phone and strong communication skills. - Comfortability holding multiple calls each day, with many different personalities and types of conversations. - Ability to multitask: holding a conversation, taking notes over the phone, and accessing time sensitive information. - You have an attitude that welcomes constant feedback, both giving and receiving. This is a role that requires you to be open to ambiguity, change, and experimentation. - Excitement around owning a client's experience at Bench, and the responsibility that comes with it. **It could be an even better fit if you**: - Are fluent in English and Spanish **What you'll get**: - At Bench we share information freely and openly whenever possible. The OTE for this role is $50,500_, _with a component of these earnings made up of variable pay. - In addition, we offer an extended benefits package that includes paid vacation, unlimited paid flex days, and full health, dental, and vision. - You'll get unlimited access to Bravely, our confidential, on-demand, 1:1 professional coaching service, and access to Inkblot Therapy, our virtual counselling service to support mental wellbeing. - You will have the support of your manager, and the opportunity to learn and develop by working with a team of unconventional & diverse Benchmates, who are all working together to achieve the same mission. - Bench is now a fully remote organization and will provide a Home Office Setup Fund, to ensure that you have everything you need to work comfortably from home, from day one. - We will be providing alternative solutions to bring teams together for collaboration and connection. - We currently focus our hiring efforts in the following provinces: British Columbia, Alberta, Ontario, New Brunswick, and Nova Scotia. - You will also have the opportunity to work internationally for up to 90 days per calendar year.