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FBC

Zimbabwean financial services group with banking

Seasonal Client Services Coordinator

Customer SupportConfirmed live in the last 24 hours
Full-timeWinnipeg, MB, Canada$20 /hrIn-person

About the Job

Requirements

  • At least 2 years of direct customer service experience delivering support.
  • Strong customer service orientation and commitment to a positive Member experience.
  • Excellent written, verbal, and telephone communication skills for interacting professionally with Members, Advisors, Canada Revenue Agency representatives, and third parties.
  • Strong document management and records administration skills, with accuracy and attention to detail.
  • Ability to identify, resolve, and escalate issues appropriately in a timely manner.
  • Organizational, prioritization, and time-management skills to manage multiple tasks and deadlines in a fast-paced environment.
  • Proficiency with Microsoft Office applications and other business systems to prepare correspondence, maintain records, and support daily operations.
  • Ability to learn new processes, systems, and procedures quickly and effectively.
  • Interpersonal skills and sound judgment to build and maintain positive Member relationships.

Responsibilities

  • Provide customer service to Members and act as a primary point of contact for inquiries and support.
  • Build and maintain positive relationships with Members to ensure a high level of satisfaction.
  • Coordinate communications, appointments, and follow-up activities between Tax Advisors and Members.
  • Assist with onboarding new Members and ensuring a positive client experience.
  • Manage confidential documents and correspondence, including uploading, filing, emailing, mailing, and obtaining required authorizations.
  • Assist Members with Canada Revenue Agency-related inquiries, resources, online payments, benefits information, and account requests.
  • Respond to Canada Revenue Agency inquiries on behalf of Members and escalate complex issues as required.
  • Maintain accurate client records, databases, and files.
  • Prepare reports, correspondence, and other client-facing documents.
  • Coordinate with internal departments to resolve issues and ensure effective service delivery.
  • Identify Member concerns and provide timely, effective solutions.

Desired Qualifications

  • A Business Administration diploma or certificate with a focus on bookkeeping, accounting, or a related field is a strong asset.
  • Familiarity with tax processes and bookkeeping is an asset.

About the Company

FBC

Zimbabwean financial services group with banking

FBC Holdings is a Zimbabwe-based financial services group that operates as a holding company with multiple units, including FBC Bank Limited as its flagship bank. It offers personal and business banking, digital channels like online and mobile banking, and private banking for high-net-worth clients, plus mortgage financing, microfinance, and stockbroking. The group also has a strong insurance presence through FBC Insurance and FBC Reinsurance, covering various risks. Its goal is to be a comprehensive financial partner for individuals, SMEs, and large corporations in Zimbabwe, providing a full spectrum of banking, insurance, lending, and investment services.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Elkhorn, WI
Founded
Not listed

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