09 Oct Client Care Specialist- Finance

Our client, a prestigious leading real estate company, is seeking a Client Care Specialist – Finance who is professional, detail-oriented, and customer-focused to join its team in Montréal.

The ideal candidate is meticulous, collaborative, and capable of delivering exceptional customer service in a dynamic and highly professional environment.

This position, based in downtown Montréal, is ideal for someone organized, comfortable with numbers and management systems, and eager to grow within a company known for its excellence, technological innovation, and outstanding client service.

KEY RESPONSIBILITIES:

• Create and update broker profiles in the company’s transaction management system.
• Process broker payments for company fees and record recurring monthly charges.
• Manage broker invoices and follow up on unpaid balances or expired credit cards.
• Prepare and send monthly, quarterly, and annual statements (sales reports, tax filings, T4A and RL1 slips).
• Respond to broker inquiries and liaise with the accounting team regarding billing and chargebacks.
• Receive, deposit, and reconcile incoming payments with bank statements.
• Handle correspondence related to transactions and collaborate with the company’s transaction coordinator as needed.
• Enter transaction invoices into the management software.
• Process broker disbursements, verifying all payment documents and accounting entries.
• Review trust deposits and coordinate with notaries and agencies regarding transaction payments.
• Facilitate bank transfers and wire payments as required.

REQUIRED PROFILE :

• Strong customer service orientation and professional demeanour.
• Exceptional attention to detail, accuracy, and organizational skills.
• Ability to manage multiple tasks and prioritize effectively.
• Excellent communication and interpersonal skills.
• Able to work independently while collaborating effectively within a team.
• Comfortable in a fast-paced, demanding environment.
• Fluency in both French and English, spoken and written.

EDUCATION & EXPERIENCE:

• Relevant experience in the real estate industry (a strong asset).
• Knowledge of Acomba and Nexone software (an asset).

CONDITIONS & BENEFITS:

• Competitive salary above market
• Extended health, dental, and life insurance coverage.
• Employee Assistance Program (EAP).
• Wellness program.
• Paid vacation, including personal and sick leave.
• Professional, inclusive, and stimulating work environment.