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Careers > Accounting & Finance

Enrolment Representative

Position: Enrolment Representative

Company: Custom House

Victoria

Sep 02, 2009

Job ID: 10-084

Total # of positions requested of this title: 1

Position/Status: Permanent/Full time

Number of hours per week: Afternoon Shift (Sunday - Thursday) 3pm to 11pm 

Description:
Reporting to the Team Lead - Enrolment, the Enrolment Representative is the first point of contact for all new clients. The primary purpose of this position is to receive applications and facilitate a smooth transition onto our on-line payments platform in a timely manner, educate our clients on our payment solutions, and prepare client files for assessment.

The successful incumbent in this position enjoys interacting with people in a needs based sales environment, is a natural communicator, and thrives best in a fast-paced, high volume, global environment (24/6) while providing exceptional client service via the telephone and on-line.

This is an afternoon shift position: 3pm - 11pm

Essential Duties and Responsibilities:

  • Receive client applications.
  • Educate clients on available and appropriate payment solutions.
  • Prepare client files for assessment Maintain top-level product knowledge, and apply this knowledge to build strong, long-term client relationships through education of our services and needs based selling.
  • Provide superior client service to our e-commerce clients via telephone, email, and Live Chat Understand and follow company policies – particularly as they pertain to privacy and protection of client information.
  • Transfer client-related information to other team members and liaise with Assessment Team.
  • Perform administrative functions as required.
  • Manage a high volume of information in a fast-paced environment, with a concentrated goal of same-day processing of new accounts. Keeps client information current in secure Customer Relationship Management (CRM) system.

Knowledge, Skills and Abilities:

  • Computer proficiency in Microsoft Office – SharePoint and Dynamic CRM - an asset.
  • Proficiency with additional language(s) would be an asset (French or Spanish ideally).
  • Excellent and proven client service, communication (written and verbal), and interpersonal skills.
  • Ability to assimilate and apply new job-related information in a timely manner.
  • High level of comfort working in an ever-changing environment that utilizes varied technical programs.

Qualifications

  • Some post-secondary education – preferred.
  • Minimum 2 years of work experience delivering excellent client service.
  • Minimum 1 year of work experience within the financial services industry.

 

Date Added 7/31/2009 11:02:14 AM

Salary Range Salary commiserate with experience. Please submit salary expectations in your cover letter.
 

Contact Information:

Custom House, A Western Union Company
517 Fort Street
Victoria, BC V8W 1E7, Canada
Phone 250.220.4180
www.customhouse.ca

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