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Client Support Specialist

About Windmill Microlending

Windmill Microlending enables immigrants and refugees to build careers in Canada while reducing poverty and labour shortages. We do this by offering affordable loans along with career assessment coaching, financial literacy training, and mentorship for newcomers who lack access to mainstream credit.

Since 2005, Windmill has provided over 12,000 loans to clients in healthcare, IT, financial services, law, engineering, and many other fields to triple their incomes as a result of our affordable loans and support. Windmill is a registered Canadian charity supported by donations and community bonds from the private sector and grants from the public sector.

At Windmill, you can make a meaningful impact on the lives of thousands of newcomers. Join a diverse, dynamic team at a leading Canadian not-for-profit where empowering our clients starts with creating an enjoyable workplace for our staff. Our commitment to a fulfilling environment is evident in our 85+% average employee engagement scores on our annual survey.

The role:

The Client Support Specialist role offers a meaningful opportunity to positively impact the lives of skilled immigrants as they re-establish their careers in Canada. As the first point of contact for many clients, you will play a crucial role in their journey with Windmill. You will guide clients through the loan application process, ensuring all necessary information is provided to support their applications. Joining a dynamic team in a fast-paced environment, this role currently reports to the Manager, Client Support.

Key responsibilities:

Application support (90%)

  • Assess and process loan applications
  • Provide exceptional client service through various channels: phone, email and live chat
  • Maintain data integrity by accurately entering client and application information across multiple systems, including CRM
  • Advocate for clients by representing their perspectives and communicating emerging needs and feedback
  • Participate in team meetings to discuss challenges and propose improvements to processes and client experience
  • Contribute to a team culture of learning and collaboration

Special projects (10%)

  • Take ownership of specific projects related to process improvement or software implementation
  • Analyze and report on team metrics
  • Proactively identify trends and opportunities for growth
  • Perform other duties as assigned by the Manager and National Director

The ideal candidate:

As a Client Support Specialist, you are a patient and compassionate professional with a strong ability to connect with a diverse client base. Your impeccable attention to detail ensures that tasks are completed accurately and efficiently, even while managing multiple priorities. You thrive on change and enjoy coming up with ideas to improve processes.

Experience and qualifications:

  • Excellent written and verbal communication skills in English; proficiency in French is an asset
  • Experience delivering client-centred service, responsive to diverse client needs and circumstances
  • Proficiency in MS Office
  • Familiar with data management and CRM systems
  • Experience working in community-based or not-for-profit organizations is an asset

Core competencies:

  • Organized: effectively prioritizes tasks, manages urgency, and meets deadlines
  • Detail-oriented: pays close attention to details to ensure accuracy
  • Self-sufficient: works independently and effectively resolves challenges
  • Tech-savvy: adapts to new technologies, including AI
  • Clear communicator: listens actively, asks clarifying questions, and explains complex topics in simple terms
  • Problem solver: catches errors, identifies root causes, and suggests effective solutions
  • Empathetic and professional: demonstrates respect and empathy towards clients and team members
  • Passionate: shares enthusiasm for Windmill’s mission and is motivated to make a positive impact
  • Confidential: maintains strict confidentiality with client information and sensitive data

Compensation and benefits:

  • Starting salary range $50,000-$55,000 annually, based on skills and experience required for the role
  • Hybrid work solution with a minimum two (2) days in office, up to three (3) days from home in Calgary or Toronto.
  • Full-time role, 40 hours/week
  • Three weeks’ vacation, plus a company-wide winter break
  • Benefits plan – medical, dental, short & long-term disability, and life insurance
  • Annual Wellness Budget to support personal well-being
  • Access to Group RRSP with matching employer contributions
  • Evolving DEI initiatives – our staff is representative of our client base
  • Opportunities for advancement in a supportive and inclusive environment
  • One-year contract, with the possibility of extension

How to apply:

We thank all candidates in advance. However, we will only contact those selected for an interview. To apply, please submit, in confidence, a résumé along with a cover letter that sets out your interest in the role and highlights your relevant experience. Please include your salary expectations in your cover letter. The preferred method of application is via email to hr@teamwindmill.org (reference: Client Support Specialist). We thank all applicants for their interest; however, only those considered for an interview will be contacted directly. No phone calls, please.

Windmill Microlending is an equal opportunity employer. Adhering to Canada’s Human Rights Act, Windmill grants equal employment opportunity to all qualified persons without regard to race, creed, colour, gender identity or expression, disability, sexual orientation, family status, marital status, citizenship, ancestry, ethnic origin, age, or place of origin. We celebrate diversity and are committed to creating an inclusive environment for all employees.

As an active participant in the Federal Government’s 50-30 Challenge, we are committed to building a more diverse, inclusive, and vibrant economic future for Canadians by attaining gender parity and significant representation of underrepresented groups on our board and in senior management positions.

Join our team!

See an opportunity that interests you?
Send some details about yourself, including your interest in working at Windmill,
relevant experience, and your resume to