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

Feeling overwhelmed these days? Let us help.

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