Customer Service Representative

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.

Were 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. Youll 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.
  
  

• Competitive salary and benefits.
• Work from home flexibility.
• Comprehensive training and support.
• 2 to 5 years of client service or account management experience.
• Strong verbal and written communication skills (English required; French is a plus).
• Comfortable using CRM systems (e.g., Salesforce)
• Previous experience with Canadian clients is an asset.
• Excellent phone presence and client-focused approach.