Debt Solutions Manager/Client Care Account Advisor
Job in
Toronto, Ontario, M5A, Canada
Listing for:
Campbell Morden Inc
Full Time
position
Listed on 2026-03-03
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Position: Debt Solutions Manager / Client Care Account Advisor
Description
A leading independent business advisory firm that provides practical solutions to complex financial and operation problems that deals with individuals and families in financial difficulty is hiring a /Debt Solutions Account Manager to support their surrounding areas. This individual should by proactive and passionate about their contribution to the firm.
Position Summary:
The primary responsibility as a Client Solutions Advisor, (internally known as Debt Solutions Manager is to speak with potential clients to assist them in resolving their financial situation and recommending a solution involving one of the services offered.
The Client Solutions Advisor will receive live calls from the Client Service Team and external referral sources and immediately speak to the potential client over the telephone or video, while reviewing each case to provide guidance, options and solutions. The Client Solutions Advisor will strive to be a high performing individual and your success will be measured by how you meet and exceed your goals.
The clients are our main priority, we work as a team to get them the help they need to build a financially positive future.
Flexibility to work during and outside standard office hours required.
Major Responsibilities:
Handling inbound calls from potential clients to determine if one of our services (bankruptcy and consumer proposal) are best suited to resolve their specific financial situation and rendering clients to appropriate resources and affiliates when our solutions are not suitable.Working with different types of leads from multiple sources and displaying the flexibility needed to adapt to the varying demands this requiresMeeting and exceeding performance metrics and measurement benchmarks related to conversation rates.Striving to improve against metrics and increase conversation rates while balancing this with the need to ensure client satisfactionCreating a superior customer experience through engagement, listening and understanding the needs of potential clients and showing compassion and empathy while guiding the clients through their optionsDeveloping, maintaining and applying the learned knowledge of our specializ3ed industry.Assisting the firm within a dynamic position with the development and growth of its existing insolvency practiceResponding to initial contacts from insolvent persons in person, by telephone, e-mail, etc.,Meeting clients face-to-face, or on the telephone, understanding their particular needs and matching those to one of our solutions where it is in the client’s best interestsLiaising with the centralized teams that handle most initial calls and web inquires and other departmentsDrafting documentation and inputting data in appropriate systemsDocumenting client situations clearly to facilitate subsequent data processing in the back officeRetaining the critical relationship with the debtor during the administration of the estate including handlingcommunication of material issues to the debtor
Arrange final meetings with clients to sign all required documents that are forwarded to the administrative team and work with them to resolve any outstanding issues networks as opportunities present themselvesAttend training, team meetings and Firm events as requiredRequirements
Qualifications:
Proven willingness to develop and grow a practice area with the support of firm managementPost-secondary degree or diploma with a focus in Sales, Business, Finance or a related field5 years of experience in a fast-paced environment working on incoming leads in a regulated financial sectorYou are motivated to succeed while maintaining highly professional and ethical standards, high p3ersonal standard of integrity, honesty, empathy and trustworthiness]Strong interpersonal skill with an ability to connect and empathize with othersExcellent time management skills along with excellent verbal and communication skillsHigh computer literacy, including the ability to learn new programs and previous experience using Microsoft Office, (Outlook, Excel, Word)Strong organizational skills and ability to operate with a sense of urgency and focus.Enrollment n the Trustee’s…
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