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The Call Center Representative plays a critical role in delivering exceptional service to our clients and ensuring that their needs are met with precision and professionalism. You will be the primary point of contact for clients, managing relationships and providing expert guidance to resolve their tax inquiries effectively.
Job Responsibility:
Handle a high volume of incoming calls
Contact clients via phone and email to gather required documents
Respond to client emails and text messages and assist in live chat
Utilize our ticketing system within the CRM
Handle all client interactions with professionalism, courtesy, and empathy
Provide clear instructions and guidance to clients
Request and gather required tax-related documents from clients
Review submitted documents for accuracy and completeness
Identify missing or incomplete information and follow up with clients
Assist case managers requesting and processing required documents
Accurately update the CRM system with detailed notes
Collaborate with colleagues, support staff, and managers
Help other departments with projects and/or communication campaigns
Requirements:
Previous experience in a client care or customer service role
Previous experience in document coordination, loan processing, or a similar administrative role
Excellent written and verbal communication skills with professional phone etiquette
Proficiency in using CRM systems or document management tools
A willingness to learn, adapt, and consistently uphold our high standards of professionalism and client care