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Client Outreach Specialist

February 27, 2026

Kelly is hiring! We are looking for a motivated and client-focused individual to join our clients team as a Client Outreach Specialist (Tax Services). In this role, you will make outbound calls to past clients, offering them the opportunity to review their tax filings and apply for eligible credits for a fee. You will play a key role in helping clients maximize their tax benefits while delivering a professional and informative customer experience. Please note: this is a permanent position. Key Responsibilities: <ul> <li style="margin: 0.0in 0.0in 8.0pt">Make 60–80 outbound calls per day to past clients to discuss potential tax adjustments. <li style="margin: 0.0in 0.0in 8.0pt">Identify missing tax credits and explain the process for applying adjustments. <li style="margin: 0.0in 0.0in 8.0pt">Follow a call script and CRM workflow (Zoho) to ensure consistent, accurate client interactions. <li style="margin: 0.0in 0.0in 8.0pt">Maintain detailed records of client conversations and outcomes in the CRM system. <li style="margin: 0.0in 0.0in 8.0pt">Provide excellent customer service while promoting the value of tax adjustment services. <li style="margin: 0.0in 0.0in 8.0pt">Participate in training to learn the CRM, call scripts, and best practices for client engagement. </ul> Requirements: <ul> <li style="margin: 0.0in 0.0in 8.0pt">Strong communication and interpersonal skills with a professional phone manner. <li style="margin: 0.0in 0.0in 8.0pt">Comfortable making high-volume outbound calls (60–80/day). <li style="margin: 0.0in 0.0in 8.0pt">Ability to follow scripts and CRM workflows accurately. <li style="margin: 0.0in 0.0in 8.0pt">Highly organized with attention to detail and the ability to track client interactions. <li style="margin: 0.0in 0.0in 8.0pt">Self-motivated and able to work independently in a remote environment. <li style="margin: 0.0in 0.0in 8.0pt">Experience with CRM systems is an asset; training will be provided. <li style="margin: 0.0in 0.0in 8.0pt">Must be legally eligible to work in Canada. </ul> What’s in it for you? <ul> <li style="margin: 0.0in 0.0in 8.0pt 0.5in">Be a key contributor to customer experience and tax operations </ul> <ul> <li style="margin: 0.0in 0.0in 8.0pt">Work in a structured, supportive environment <li style="margin: 0.0in 0.0in 8.0pt">Access to thousands of learning opportunities through myKelly. <li style="margin: 0.0in 0.0in 8.0pt">Work in a remote capacity (preference will be given to candidates in the Fraser Valley, West Coast and Lower Mainland areas) <li style="margin: 0.0in 0.0in 8.0pt">A pay rate of 20-25/hr depending on experience </ul> Why Kelly®? As a worker today, it’s up to you to take charge of your career and look for opportunities to learn, grow and achieve your potential. Helping you find what’s next is what we’re all about. We know what’s going on in the evolving world of work—just ask the nearly 500,000 people we employ each year. Connecting with us means getting the support, guidance and opportunities needed to take your career where you may have never imagined. About Kelly® At Kelly, we’re always thinking about what’s next and advising job seekers on new ways of working to reach their full potential. In fact, we’re a leading advocate for temporary/non-traditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best and our employment opportunities span a wide variety of workstyles, skill levels and industries around the world. Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance. 10108102

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...