Client Support Associate

6 days ago

Edmonton, Canada EP Financial Full time

Everyday People Financial Inc. (or “EP”) is a new and growing FinTech credit provider. At EP, our people come first. We offer a fun, supportive work environment and encourage authenticity at work. Our Client Support team is a highly engaged team that prides themselves on achieving best-in-class service. We are everyday people helping everyday people.

Our Edmonton office currently has multiple part-time and full-time Client Support Associate positions available. The Client Support Associate is the first line of support for EP’s clients and will maintain exceptional customer service levels. The Client Support Associate is responsible for investigating, documenting, and resolving incoming client issues.

**Key Responsibilities**
- Responds to client inquiries and resolves issues in a timely manner.
- Documents and escalates complex client issues to the Team Lead, Client Support.
- Proactively identifies issues and recommends solutions.
- Practices and ensures compliance of company policies and procedures.
- Ensures that process flows are completed within the defined scope.
- Achieves and maintains key performance metrics.
- Uses business tools and industry knowledge to identify problem areas and document business requirements.
- Establishes and maintains effective work procedures.
- Helps to determine client credit eligibility.
- Corresponds with clients to collect payments (dunning activities).
- Performs other duties as required.

**What It Takes To Succeed**
- 1 year of direct customer service experience is preferred.
- Experience working in the finance or banking industry an asset.
- High school diploma is preferred.
- Bilingual written and verbal skills are considered an asset.
- Must be available for a rotational work schedule including weekends 8:00 am - 4:00 pm; weekdays 8:00 am - 4:00 pm or weekdays 10:00 am - 6:00 pm.
- Excellent communication and customer service skills.
- Highly organized and manages time effectively.
- Effective problem-solving and decision-making ability.
- High level of accuracy and attention to detail with a strong sense of urgency.
- Understanding of financial transactions is considered an asset.
- Must be proficient in the Microsoft suite of products including Word, Excel and Outlook and possess basic computer management skills such as saving files.
- Experience with Customer Relationship Management systems (CRM) is an asset.

**Job Types**: Full-time, Part-time

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Extended health care
- Flexible schedule
- Life insurance
- Paid time off

Schedule:

- 8 hour shift
- Monday to Friday
- Weekend availability

Application question(s):

- Are you legally eligible to work in Canada?

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