The Client Services Coordinator delivers high-quality services to Money Mentors’ clients through onboarding, retention, and successful completion. Key Responsibilities
Onboarding
Work with current 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 Strong focus on delivering an excellent client experience Comfortable with key performance indicators