OUR STORY.

Founded in 1997 by Matt Phillips and Adam Cohen, Phillips & Cohen Associates (PCA) has become a recognized leader in compassionate engagement services, with offices located around the globe.

As part of our ongoing expansion, PCA is currently seeking motivated candidates to join our team and contribute to the next phase of our continued growth.

CAREER OPPORTUNITY.

As an Estate Care Specialist at Phillips & Cohen Associates, Ltd. you will play a pivotal role in proactively engaging with customer representatives to resolve outstanding account balances with compassion and care. This role requires professionalism, tact, and empathy, and is great for individuals who naturally believe in helping others.

Among other responsibilities, you’ll primarily be involved in:

• Interacting with authorized individuals empathetically and professionally, ensuring fair assessment of estate circumstances and facilitating timely payments.
• Assisting and mentoring customer representatives throughout the estate and succession processes, providing invaluable support and expertise.
• Managing file queues meticulously, adhering to regulatory guidelines, company protocols, and highest standards of customer service.
• Meeting and exceeding departmental goals and activity metrics, consistently achieving high standards in quality assurance.

WHAT’S IN IT FOR YOU?

• Starting rate of $22.00 / hour plus monthly bonus opportunities.
• Competitive benefits package featuring a group insurance program.
• Permanent full-time position in a rapidly growing company.
• Salary Accelerator, granting salary increases in the first and second year of employment.
• Voluntary retirement savings plan including employer contribution.
• Access to PCA’s Global Career Path for employee development.
• Employee assistance program accessible always.
• Paid time-off through various options.
• Free access to a state-of-the-art physical conditioning center (Kirkland, QC office only).
• Free on-site parking (Kirkland, QC office only).

WHAT IT TAKES TO BE AN IDEAL CANDIDATE.

• Written and spoken fluency in both French and English.
• Customer service and/or call-center experience (preferably within the banking industry).
• Computer proficiency, including Microsoft software applications, the ability to multi-task across multiple applications, and navigate between multiple screens, etc.
• Assertive, clear, and concise written and verbal communication skills.
• Ability to adhere to a regulated and structured work environment, including reading scripts.
• Customer-service-focused with sensitivity to individuals experiencing grief and loss.
• High school diploma or equivalent.

BALANCED WORK SCHEDULE.

While schedules may occasionally shift based on evolving business needs, candidates must be available and willing to work a variety of shifts between 8:00 AM and 9:00 PM, Monday to Friday, for a total of 40 hours per week.

Additionally, eligibility for this position requires full attendance in a mandatory 4-week in-office training program, held Monday through Friday from 8:00 AM to 5:00 PM. Maintaining a 100% attendance rate during this training period is essential.

OUR COMMITMENT TO FLEXIBILITY.

To promote work and life flexibility, PCA has implemented a hybrid work policy. Colleagues are generally required to work onsite from a PCA office location full-time. However, following their probationary period, they have the option of applying for hybrid work if they meet certain eligibility requirements. These requirements are role specific and have been established to ensure that employees have the adequate knowledge to perform their duties from home.

WHAT NOW?

If this job ad resonates with you and you envision starting a rewarding career at PCA, we’d love to hear from you! Apply now and our human resources team will be delighted to review your candidacy.

About Phillips & Cohen Associates, Ltd.

PCA provides Equal Employment Opportunity for all individuals regardless of race, color, religion, gender, age, national origin, disability, marital status, sexual orientation, veteran status, genetic information and any other basis protected by federal, state or local laws and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of our jobs.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.