Iceberg Finance
Client Relations Advisor
Vancouver, British Columbia · Full-time
Sponsorship not specifiedDetected 13 days ago
CRMSalesAccount ManagementBusiness DevelopmentPipeline ManagementOutbound SalesExcelCustomer SupportCommunicationOrganizational SkillsMicrosoft Office
About the role
- The Client Relations Specialist serves as a key point of contact for our merchant partners, providing account support, relationship management, and sales assistance.
- This role combines customer service, account management, administration, and inside sales responsibilities to ensure a positive merchant experience and support continued business growth.
Responsibilities
- Build and maintain strong relationships with merchant partners through proactive communication and exceptional service.
- Conduct outbound calls to existing and prospective merchants to drive engagement and generate business opportunities.
- Support merchant onboarding by assisting with account setup and responding to account-related inquiries.
- Account Management & Sales Support
- Support account growth initiatives by promoting available financing solutions and services.
- Collaborate closely with Sales, Operations, and other internal teams to deliver a seamless merchant experience.
Requirements
- 2+ years of experience in customer service, client relations, account management, inside sales, or a related field.
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook, Teams).
- Ability to work both independently and collaboratively within a team environment.
- Join a stable and growing Canadian organization with nearly 30 years of industry experience.
Nice to have
- Experience working in financial services, consumer lending, or a regulated industry.
- Experience using CRM platforms.
- Knowledge of fraud prevention, compliance processes, or risk management practices.
- Inside sales or business development experience.
- The ideal candidate is:
- Customer-centric and passionate about delivering outstanding service.
- Organized and able to prioritize effectively in a fast-paced environment.
- Resourceful, proactive, and comfortable solving problems independently.
Compensation
- Competitive compensation package with incentive opportunities.
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This listing is sourced directly from Iceberg Finance's careers page and normalized into a canonical job model.