Client Service Specialist – Disability Tax Credit

About the role

Trust Disability Solutions is seeking a Client Service Specialist to guide Canadian clients through the Disability Tax Credit (DTC) application process. You will serve as the primary point of contact, handling inquiries, gathering documentation, and ensuring clear communication from start to finish.

Key responsibilities

• Maintain daily communication with clients via phone and email to collect information and provide status updates.
• Assess client eligibility for the DTC based on medical records and documentation.
• Draft and send correspondence to clients and healthcare professionals.
• Follow up with clients and medical practitioners to obtain required documents.
• Use a CRM system to log interactions, track progress, and manage client accounts.

Required profile

• 2‑5 years of experience in client service or account management.
• Strong verbal and written communication skills in English; French is a plus.
• Comfortable working independently in a remote environment.
• Experience serving Canadian clients is an asset.

Required skills

• Proficiency with CRM platforms, preferably Salesforce.

What we offer

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