Job Title: Client Services Coordinator
Reports To: Client Services Team Lead
Job Overview: The Client Services Coordinator delivers high-quality services to Money Mentors’ clients through onboarding, retention, and successful completion.
Key Responsibilities Onboarding: Work with new OPD-eligible clients to onboard them into the Orderly Payment of Debt program including commissioning affidavits.
Solid understanding of all relevant legislation and regulations.
Communicate with the Court and creditors to progress files forward to activation.
Engage with clients on the progress of their file.
Ensure clients understand their rights and responsibilities within the OPD program.
Ensure clients are properly set up with payments for OPD.
Celebrate and cheer clients on as they begin their OPD journey.

Retention: Work with existing OPD clients to support them in maintaining their monthly deposit.
Communicate and engage with OPD clients about their situation and budget if they are struggling to maintain their monthly deposit.
Influence and motivate clients to get back on track if they make partial or no payments
Recommend files to be defaulted after careful analysis.




Offer clients who cannot continue their OPD program a referral to other services as appropriate (e.g. insolvency).

Paid In Full: Work with OPD clients who are about to complete their program successfully in navigating the final steps.
Update the Court and creditors on clients who have Paid in Full.
Communicate and coach clients on how to rebuild credit using the Canadian Tire Fresh Start program.
Celebrate and cheer clients who have successfully completed their OPD program.

Qualifications and Skills Education: Diploma or degree or relevant experience.
Experience: 2 years+ experience in the financial ecosystem or relevant industry.
Skills and Competencies: Excellent communication, interpersonal, and relationship-building skills
Passion for and a basic understanding of personal financial concepts
Able to navigate various computer systems with ease
Time management, organizational and prioritization skills at must
Ability to influence and motivate consumers into action
Solid focus on delivering an excellent client experience
Comfortable with key performance indicators

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📌 Client Services Coordinator (Alberta)
🏢 Money Mentors
📍 Alberta