Client Experience Specialist/associate (loan Advisor)

Toronto, ON, CA, Canada

Job Description

About the job



We are seeking someone who can join our Client Experience (CX) team at a fast-paced and quickly growing Financial Technology start-up. Their primary responsibility is to ensure that every applicant has an unparalleled customer journey from start to finish. This person is very organized, timely, and possesses exceptional attention to detail. The successful candidate will have excellent written and verbal communication skills and demonstrate empathy and attention to each client's unique circumstances.

Previous experience in a sales or client experience role is required. A background in financial sales, loans, or bankruptcy is a strong asset.

The Company



Beautifi

is a Canadian fin-tech company that offers Canadians flexible financing solutions for elective medical procedures ranging from plastic surgery to fertility. Beautifi is one of the fastest growing fin-techs in the country and has achieved success following a customer-centric and tech-forward approach. We don't believe in hidden fees, misleading rates, prepayment penalties, or unexpected charges. Our goal is to make health and beauty affordable and to give Canadians access to the procedures they want or need, without having to wait. We are looking for people that want to grow with us. Don't miss your chance to be at the forefront of our exciting journey and rapid growth!

Key Responsibilities and Activities



Managing outbound and inbound phone calls, and a large pipeline of existing customers and new prospects Navigating customers through the loan process in a timely and courteous manner through phone, e-mail and text messages. Some degree of financial literacy is required. Using interpersonal and sales skills to convert interested prospects into customers. Selling of ancillary products, such as Loan Protection Insurance. Collaborating with the credit and accounting teams to coordinate clinic fundings Assist other CX team members to ensure every applicant receives industry leading customer service

Requirements



Bilingual (English / French) is an asset Self-motivated individuals who learn quickly and exhibit exceptional organizational skills Pleasant, friendly, and professional demeanour, enjoys working with others. This position involves a high volume of calls and communication with clients. High performers with a proven track record of exceeding KPI's and targets Multi-taskers that can handle numerous active clients and remain organized and timely Consistently demonstrates excellent written and verbal communication skills A positive and can-do attitude, happy to assist with a range of different tasks Ability to adapt to changing responsibilities and environment Strong people skills and sales abilities, previous experience in a similar role is strongly preferred

Location



This is an

In-Office

role. Our Toronto office is located in the heart of Toronto's Liberty Village neighborhood.

What we offer



Base Salary ($50,000-$60,000) commensurate with experience Bonuses and Commission based on performance Dental, Vision, and Health Benefits - 100% employer-paid Paid Vacation Fun and energetic workplace Advancement opportunities for top-performers
Job Types: Full-time, Permanent

Pay: $50,000.00-$60,000.00 per year

Benefits:

Company events Dental care Extended health care Paid time off Vision care
Experience:

Financial Sales/Loans: 1 year (preferred)
Language:

French (preferred)
Work Location: In person

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Job Detail

  • Job Id
    JD3037168
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Toronto, ON, CA, Canada
  • Education
    Not mentioned