Iceberg Finance

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.

This listing is sourced directly from Iceberg Finance's careers page and normalized into a canonical job model.