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Remote Details

Open CountryPhilippines

Language RequirementsEnglish

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Job Description

Description

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 Trust Disability Solutions?

  • Competitive salary and incentives
  • Work from home flexibility
  • Comprehensive training and support

Requirements

  • Proven experience as a Data Entry Specialist or similar role
  • Typing speed of 70–80 words per minute (WPM) with a high level of accuracy
  • Excellent attention to detail
  • Proficiency in Microsoft Office Suite (especially Excel)
  • Strong organizational and time-management skills
  • Ability to handle confidential information with integrity
  • High school diploma or equivalent; additional certification is a plus
  • Experienced in using Salesforce
English LanguageCustomer ServiceProblem SolvingTeam PlayerSalesforceAccount ManagementStrong Work EthicTechnical SkillsOrganizational SkillsPeople Skills

Trust Disability Solutions

HR ManagerTrust Disability Solutions

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