Desjardins advisory agent supporting members with financial products, transactions, and digital services. Building client relationships, resolving fraud issues, and promoting cooperative financial services.
About the role
- Billing Agent managing invoicing, payments, refunds, and account adjustments for Sherweb’s cloud services customers. Resolving billing issues and supporting English- and French-speaking clients remotely.
Responsibilities
- Carry out billing operations using the internal computerized system
- Create tickets corresponding to client needs and perform standard operations, including updating client information, generating invoice copies, making payments, and terminating processes
- Prepare credit notes and obtain authorization
- Apply refunds to clients’ credit cards through the appropriate credit card company
- Adjust client accounts, invoices, or contracts
- Carry out technical operations in the computerized system when required to ensure correct invoicing
- Analyze and solve invoicing problems and closely follow up with clients by phone or email
- Communicate with the appropriate credit card company when required
Requirements
- College diploma or professional certification in Administration and/or relevant experience
- At least 1 year of experience in customer service or in an administrative role
- Relevant experience in a financial operations department is an asset
- Knowledge of Office suite software, including advanced knowledge of Excel
- Able to work within department hours of 7am - 8pm EDT
- Bilingualism (French / English)
- Fluency in English required for written and oral communication with English-speaking clientele
Benefits
- Annual salary review based on performance
- Vacation time that considers your previous experience
- Advanced paid hours to recharge your batteries (holidays and mobile days)
- Flexible benefits plan that adapts to your needs
- Flexible savings fund options
- A monthly home internet allowance
- Considerable growth opportunities
- A career path with opportunities to learn and grow
- Multiple initial and on-the-job training opportunities and tools to track your progress and help you scale up in your career
- “Sherweblife” - a rich calendar of activities that allow us to gather virtually and face-to-face throughout the year
- A fast-paced work environment that adapts to you
- A friendly and diverse work culture with inclusion and equality at the heart of our actions
- State-of-the art technology and tools
- A results-oriented culture where talent, action, and thinking outside the box are given due recognition
- Generous and caring colleagues of various professional and cultural backgrounds
- A flexible total compensation offer
- Proximity to your direct manager and open, honest communication to support your development
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