ClearEstate

Customer Success Administrator

ClearEstate

full-time

Posted on:

Location Type: Hybrid

Location: Montreal • Canada

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About the role

  • Act as the first point of contact for clients by responding to phone calls, emails, and messages on our platform
  • Monitor client communications by proactively reviewing their messages to identify and address any requests requiring immediate follow-up
  • Deliver high-quality customer service by identifying client needs throughout the process, with an empathetic approach
  • Facilitate external communications by serving as an intermediary via phone, email, or mail with notaries, lawyers, tax accountants, government authorities, and financial institutions
  • Prepare documents such as letters and other correspondence addressed to clients and other external parties
  • Manage and maintain client file administration
  • Perform administrative tasks such as scanning, mailing, coordinating couriers, drafting correspondence, and other related duties as needed
  • Sort documents and prepare reports containing client data intended for external parties
  • Collaborate with other departments to find solutions to client issues and to continue developing ClearEstate

Requirements

  • A champion of the customer experience who fosters and develops a transparent relationship with clients through consistent and timely communication
  • Self-directed and passionate about taking initiative to resolve and correct customer issues
  • Able to build and nurture relationships with clients and cross-functional teams
  • Adaptable and thrives in a fast-paced environment
  • Team player with a collaborative mindset
  • Technologically proficient
  • Empathetic with a genuine desire to help people
  • Bilingual
Benefits
  • A transparent total compensation package, including fully funded benefits and insurance plans
  • Support for work–life balance, with 4 weeks of vacation and 6 flexible days
  • Virtual and in-person team-building activities
  • A welcoming work environment where diversity and inclusion are core priorities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
customer experiencecommunicationrelationship buildinginitiativeadaptabilityteam playercollaborationempathybilingual