Debt Solutions Manager / Client Care Account Advisor - Toronto

Campbell Morden Inc; Toronto; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading independent business advisory firm is seeking a passionate Debt Solutions Account Manager. This role involves assisting clients with financial solutions and requires excellent sales, communication, and interpersonal skills. Candidates should have at least 5 years of experience in a fast-paced financial environment and a strong commitment to client satisfaction. The position offers hybrid working arrangements and various benefits including health coverage and professional development support.

Benefits

Hybrid work arrangements

Vacation days based on experience

Wellness days

Extended health and dental coverage

Life insurance

Long-term disability

Retirement savings plan option

Support for professional development

Qualifications

• Minimum 5 years in a fast-paced financial environment.
• Strong time management and communication skills.
• High level of integrity and empathy.

Responsibilities

• Handle inbound calls from potential clients.
• Assist clients in understanding financial solutions.
• Meet performance metrics related to conversion rates.

Skills

Listening skills

Sales skills

Negotiation skills

Interpersonal skills

Computer literacy

Education

Post-secondary degree or diploma in Sales, Business, Finance

Tools

Microsoft Office

Job description

Description

A leading independent business advisory firm that provides practical solutions to complex financial and operational problems, dealing with individuals and families in financial difficulty, is hiring a Debt Solutions Account Manager to support their surrounding areas. This individual should be 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 recommend 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 potential clients over the telephone or video, reviewing each case to provide guidance, options, and solutions. The Advisor will strive to be a high-performing individual, and success will be measured by how well goals are met and exceeded.

Clients are our main priority. We work as a team to help them build a financially positive future.

Flexibility to work during and outside standard office hours is required.

Major Responsibilities :

• Handling inbound calls from potential clients to determine if our services (bankruptcy and consumer proposal) are suitable for resolving their financial situation, and referring clients to appropriate resources when solutions are not suitable.
• Working with different types of leads from multiple sources and demonstrating flexibility to adapt to varying demands.
• Meeting and exceeding performance metrics related to conversation rates.
• Improving metrics and increasing conversation rates while ensuring client satisfaction.
• Creating a superior customer experience through engagement, listening, understanding client needs, and showing compassion and empathy.
• Developing and applying knowledge of our specialized industry.
• Supporting the growth of the firm's insolvency practice.
• Responding to initial contacts from insolvent persons via various communication channels.
• Meeting clients face-to-face or over the phone to understand their needs and match them with suitable solutions.
• Liaising with centralized teams handling initial calls and inquiries.
• Drafting documentation and inputting data into systems.
• Documenting client situations clearly for data processing.
• Maintaining critical relationships with debtors during estate administration, including communicating material issues.
• Arranging final meetings to sign documents and resolving any outstanding issues.
• Attending training, team meetings, and firm events as required.

Requirements

Qualifications :

• Willingness to develop and grow a practice area with firm support.
• Post-secondary degree or diploma in Sales, Business, Finance, or related field.
• At least 5 years of experience in a fast-paced environment working with incoming leads in a regulated financial sector.
• Motivated to succeed while maintaining high professional and ethical standards, including integrity, honesty, empathy, and trustworthiness.
• Strong interpersonal skills with the ability to connect and empathize.
• Excellent time management, verbal, and communication skills.
• High computer literacy, including Microsoft Office (Outlook, Excel, Word).
• Strong organizational skills and ability to operate with urgency and focus.
• Enrolment in the Trustee’s program or willingness to enroll is an asset.
• Completion of the Insolvency Administrator’s Course is an asset but not required.
• Experience in consumer insolvency practice is considered an asset.

Skills and Experience

• Excellent listening, selling, and closing skills aligned with high professional and ethical standards.
• Proven track record in achieving sales targets with results-oriented attitude.
• Strong interpersonal and negotiation skills.
• Experience in personal marketing, building trust, and maintaining referral relationships.
• High personal standards of integrity, honesty, empathy, and trustworthiness.
• Excellent verbal and communication skills.
• Team player with a focus on customer service.
• Well organized to handle paperwork effectively.
• Assertive, confident, enthusiastic, with a passion for sales and entrepreneurial spirit.
• Ability to work independently to meet objectives, goals, and timelines.
• Minimum of 2-4 years of successful strategic sales experience.
• Experience in consumer insolvency practice is an asset.

Compensation, Benefits, and Perks

• Hybrid work arrangements.
• Vacation days based on experience and service years.
• Wellness days.
• Extended health and dental coverage.
• Life insurance.
• Long-term disability.
• Employee-contributed retirement savings plan option.
• Support for professional development, employee assistance, and mental health resources.
• Access to perks and discounts.

Additional Comments

If interested, please forward your resume in Word format to Tanya. I will contact you to discuss the opportunity in detail. For more information, contact Tanya Bassil, Sr. Partner, Campbell Morden Inc.