Customer Service Representative – Remote

About the role

At Trust Disability Solutions we help Canadians with disabilities apply for the Disability Tax Credit (DTC). We are seeking a Client Service Specialist who will be the main point of contact for clients, managing their accounts, gathering information and ensuring smooth communication throughout the DTC application process via phone and email.

Key responsibilities

• Build and maintain strong relationships with clients.
• Communicate daily with clients to gather information and provide application status updates.
• Assess client eligibility for the Disability Tax Credit based on medical information.
• Draft and send emails to clients and healthcare professionals.
• Follow up with clients and medical practitioners to collect required documentation.
• Use a CRM system to manage client interactions and track progress.

Required profile

• 2–5 years of client service or account management experience.
• Strong verbal and written communication skills in English (French a plus).
• Comfortable using CRM systems such as Salesforce.
• Experience with Canadian clients is an asset.
• Excellent phone presence and client‑focused approach.

Required skills

• Salesforce

What we offer

• Competitive salary and benefits.
• Work‑from‑home flexibility.
• Comprehensive training and support.