At Trust Disability Solutions, we help Canadians with disabilities apply for the Disability Tax Credit (DTC). Our mission is to provide exceptional service and support to ensure clients successfully navigate the application process.

We’re looking for a Client Service Specialist to join our team. In this role, you will be the main point of contact for clients, managing their accounts, gathering necessary information, and ensuring smooth communication throughout the DTC application process. You’ll work directly with clients via phone and email, helping them with every step of their application.

• Build and maintain strong relationships with clients.
• Communicate with clients daily to gather information and provide updates on their application status.
• Assess client eligibility for the Disability Tax Credit based on medical information.
• Draft and send emails to clients and healthcare professionals.
• Follow up with clients and medical practitioners to collect required documentation.
• Use a CRM system to manage client interactions and track progress.

Why choose Trust Disability Solutions?

• Competitive salary and benefits.
• Work from home flexibility.
• Comprehensive training and support.

• Engage potential customers to promote credit card products.
• Provide detailed information on features, benefits, and fees.
• Assist customers in completing applications and resolving inquiries.
• Meet or exceed monthly sales targets.
• Maintain up-to-date knowledge of market trends and credit card offerings.
• Build and maintain strong customer relationships.

• Flexibly use various resources to develop new customers and screen effective customers
• Understand the environment of each business trip location, expand the market customer base, and formulate work plans
• Collect industry market information from various regions, and fully develop channels for the company's development
• Maintain customer relationships, and cooperate with superiors to carry out the next step of work progress