Customer Service Representative

Job Description

<p>We are seeking a confident, ambitious, and client-focused <b>Client Services & Sales Consultant</b> to join our team in <b>Mississauga, Canada</b>. The primary focus of this role is to <b>manage Canadian client inquiries</b>, assist with company formation and compliance in Canada, and promote <b>accounting, tax, and business advisory services</b> offered by our Canadian firm.<br></p><p>You will also support clients interested in establishing businesses in Dubai and other jurisdictions by coordinating with our Dubai operations team.<br></p><h3><b>Key Responsibilities</b><br></h3><ul><li><p>Respond promptly to inbound inquiries via phone, email, and CRM platforms.<br></p></li><li><p>Conduct consultation calls to assess client needs and recommend the right business setup structure <br></p></li><li><p>Provide guidance on basic CRA compliance requirements (corporate taxes, GST/HST, payroll, etc.).<br></p></li><li><p>Prepare and present proposals, pricing, and service agreements to clients.<br></p></li><li><p>Coordinate with our internal Canadian tax & accounting teams for onboarding and service delivery.<br></p></li><li><p>Manage cross-border service requests by working closely with our Dubai team when clients require UAE business setup solutions.<br></p></li><li><p>Maintain accurate CRM records, follow-ups, and client documentation.<br></p></li><li><p>Promote additional services including:<br></p><ul><li><p>Monthly accounting & bookkeeping<br></p></li><li><p>Tax filing and compliance<br></p></li><li><p>Business advisory & digital solutions<br></p></li></ul></li><li><p>Support sales initiatives, networking activities, and key partnership opportunities in Canada.<br></p></li><li><p>Ensure proper handover of clients to operations teams and maintain high-quality service throughout.<br></p></li><li><p>Generate periodic sales and pipeline reports for management.<br></p></li></ul>
<br><br><h3>Requirements</h3><h3><b>Preferred Qualifications</b><br></h3><ul><li><p>Customer service, business setup, accounting firm or sales experience in <b>Canada</b> is a strong advantage.<br></p></li><li><p>Excellent English communication skills — both written and verbal.<br></p></li><li><p>Strong confidence in client communication and consultative selling.<br></p></li><li><p>Organized, proactive, and able to manage multiple tasks efficiently.<br></p></li><li><p>Knowledge or background in accounting/tax/CRM systems is an asset.<br></p></li></ul>
<br><br><h3>Benefits</h3><p><b>What We Offer:</b><br></p><ol><li>A competitive base salary along with an exciting incentive structure.<br></li><li>Opportunities for personal and professional growth.<br></li><li>Continuous learning and development.<br></li><li>Collaborative, diverse, and dynamic work environment.<br></li><li>Direct impact on entrepreneurs, startups, and multinational corporations.<br></li><li>Future growth prospects.<br></li></ol>
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