Job Overview:
The Client Services Administrator plays a vital role in ensuring a positive customer experience by providing efficient and accurate support for our equipment lease and loan services. You will handle a variety of customer requests, process contract modifications and terminations, and assists with administrative functions related to equipment rentals and resales. This entry-level position offers a terrific opportunity to gain valuable experience in the financial services industry.
Responsibilities:
- Customer Service and Support:
- Respond to customer inquiries regarding equipment leases and loans, including requests for paperwork (amortization schedules, contracts details), insurance and registration authorizations.
- Provide clear and accurate information to customers in a professional and courteous manner.
- Contract Management and Administration:
- Process approved contract modifications and payment amendments’ paperwork, ensuring accuracy and adherence to established procedures.
- Assist with invoicing and paperwork for rental units and equipment resales.
- Lease, Loan and Regulatory Compliance:
- Assist with PPSA Registrations for lease transactions, ensuring Essex maintains a priority secured position.
- Perform PPSA amendments and discharges as required and approved.
- Reporting and Securitization:
- Process and follow up for timely renewal of expired insurance confirmations.
- Assist with preparing qualifying deals for securitization with funding partners.
- Process reports and projects as assigned.
The Successful Candidate Will:
- Provide professional and accurate customer service.
- Communicate clearly, both verbally and in writing.
- Show strong attention to detail and accuracy.
- Be organized, able to manage multiple priorities, and meet deadlines.
- Contribute positively to a team environment while working independently.
- Demonstrate a willingness to learn and grow within the role.
Required Education and Experience:
- High school diploma required; post-secondary education is an asset.
- 0–2 years of customer service or related experience preferred.
- Proficiency with Microsoft Office applications (Word, Excel, Outlook).
- Previous experience in financial services or equipment leasing is considered an asset.