Client Services & Lead Follow-Up Assistant (Canada)

Client Services & Lead Follow-Up Assistant (Canada)

02 Sep
|
VB Education Consulting
|
Canada

02 Sep

VB Education Consulting

Canada

Job Overview

VB Education Consulting is seeking a friendly, proactive, organized, and dependable Client Services & Lead Follow-Up Assistant to join our growing team.

In this role, you will be one of the first points of contact between VB Education Consulting and prospective students. Your primary responsibilities will include calling assigned leads, following up with prospective students, sending emails, answering incoming calls, scheduling appointments and callbacks, updating client information, and providing receptionist and basic administrative support.

This is primarily a client communication and support position. You will not be expected to independently assess students, make admissions decisions, provide financial advice, or manage complex student applications. Interested or qualified prospects will be referred to the appropriate team member for further assistance.

Training, guidance, and approved communication scripts will be provided.

This is an excellent chance for someone who enjoys speaking with people and wants to develop experience in customer service, lead follow-up, sales support, education services, and office administration.

Key Responsibilities

Lead Calling & Follow-Up

- Make outbound calls to assigned prospective students and leads.
- Follow approved scripts and procedures when contacting prospective students.
- Introduce VB Education Consulting and provide basic information about our services and available education opportunities.
- Ask basic qualifying questions and collect required contact information.
- Follow up with new and existing leads by phone, email, text, and other approved communication channels.
- Identify interested prospects and refer them to the appropriate admissions or senior team member.
- Schedule consultations, appointments, and callbacks.
- Send approved information and follow-up emails to prospective students.
- Complete scheduled callbacks and follow-ups on time.
- Record the outcome of calls and communications accurately.
- Maintain consistent and professional communication with assigned leads.

Reception & Client Services

- Answer incoming telephone calls professionally and courteously.
- Greet and assist clients and visitors.
- Respond to general inquiries and direct clients to the appropriate team member.




- Take accurate and complete telephone messages.
- Assist with appointment scheduling.
- Monitor and respond to general emails and inquiries as assigned.
- Provide friendly and professional customer service.
- Escalate questions or concerns requiring assistance from a senior team member.

Administrative Support

- Update client and lead information in spreadsheets, databases, or the company’s client-management system.
- Maintain accurate communication and follow-up records.
- Perform basic data entry.
- Organize electronic and physical files.
- Assist with scanning, printing, filing, and document organization.
- Maintain appointment and callback schedules.
- Assist the admissions and administrative teams with basic clerical duties.
- Prepare a brief end-of-shift activity report including completed calls, emails, follow-ups, appointments, callbacks, and pending tasks.
- Perform other related receptionist and administrative duties as assigned.

Qualifications & Skills

- Strong verbal and written communication skills.
- Friendly, confident, and professional telephone manner.
- Comfortable making multiple outbound calls during a shift.
- Comfortable communicating with prospective students by telephone, email, and text.
- Strong customer-service skills.
- Good organizational and time-management skills.
- Ability to follow established scripts, procedures, and instructions.
- Basic computer skills, including Microsoft Office, email, and spreadsheets.
- Experience with CRM or client-management software is an asset but not required.
- Previous experience in reception, customer service, call centres, telemarketing, sales support, or administrative work is an asset.
- Ability to work independently while also collaborating with a team.
- Reliable, punctual, and able to complete assigned tasks within the scheduled shift.
- Strong attention to detail when recording client information and communication notes.




- Willingness to learn about VB Education Consulting’s programs and services.

What We Are Looking For

The ideal candidate is someone who is:

- Comfortable spending a significant portion of the shift making and receiving telephone calls.
- Friendly and confident when speaking with new people.
- Persistent and consistent with follow-ups.
- Organized and able to keep track of multiple leads and callbacks.
- Able to multitask between calls, emails, reception, and basic administrative duties.
- Able to communicate professionally with clients from different backgrounds.
- Willing to learn and accept coaching and feedback.
- Dependable and able to work with minimal supervision after training.

Scope of the Position

This is a support-level position.

The Client Services & Lead Follow-Up Assistant is not independently responsible for:

- Making final admissions decisions.
- Conducting complex student assessments.
- Providing Student Aid or financial advice.
- Managing complex student applications independently.
- Negotiating contracts or partnership agreements.
- Developing company-wide marketing strategies.
- Making management-level decisions.
- Independently closing complex student enrollments.

Your responsibility is to provide excellent initial client service, complete assigned calls and follow-ups, maintain accurate records, schedule appointments, and ensure interested prospective students are connected with the appropriate VB Education Consulting team member.

Compensation

$17.00–$18.00 per hour

Starting wage will depend on experience and qualifications.

Opportunities for additional hours, increased responsibilities, advancement, and performance-based incentives may be available based on demonstrated performance.

About VB Education Consulting

VB Education Consulting helps students across Canada explore educational and career-training opportunities and provides support throughout their education journey.

We are looking for someone who wants to grow with our team while providing excellent service to prospective and current students.

Pay: From $18.00 per hour

Benefits:

- Company events

Application question(s):

- Do you drive?

Willingness to travel:

- 100% (preferred)

Work Location: In person

📌 Client Services & Lead Follow-Up Assistant (Canada)
🏢 VB Education Consulting
📍 Canada

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