Client Experience Specialist / Associate (Loan Advisor)

We are seeking someone who can join our Client Experience (CX) team at a fast-paced and quickly growing Financial Technology start-up. Their primary responsibility is to ensure that every applicant has an unparalleled customer journey from start to finish. This person is very organized, timely, and possesses exceptional attention to detail. The successful candidate will have excellent written and verbal communication skills and demonstrate empathy and attention to each client’s unique circumstances.

Previous experience in a sales or client experience role is required. A background in financial sales, loans, or bankruptcy is a strong asset.

The Company

Beautifi is a Canadian fin-tech company that offers Canadians flexible financing solutions for elective medical procedures ranging from plastic surgery to fertility. Beautifi is one of the fastest growing fin-techs in the country and has achieved success following a customer-centric and tech-forward approach. We don’t believe in hidden fees, misleading rates, prepayment penalties, or unexpected charges. Our goal is to make health and beauty affordable and to give Canadians access to the procedures they want or need, without having to wait. We are looking for people that want to grow with us. Don’t miss your chance to be at the forefront of our exciting journey and rapid growth!

Key Responsibilities and Activities

• Managing outbound and inbound phone calls, and a large pipeline of existing customers and new prospects
• Navigating customers through the loan process in a timely and courteous manner through phone, e-mail and text messages. Some degree of financial literacy is required.
• Using interpersonal and sales skills to convert interested prospects into customers.
• Selling of ancillary products, such as Loan Protection Insurance.
• Collaborating with the credit and accounting teams to coordinate clinic fundings
• Assist other CX team members to ensure every applicant receives industry leading customer service

Qualifications

Location

This is an In-Person role working Tuesday - Saturday. Our Vancouver office is located in Downtown Vancouver.

What we offer

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