Client Success Agent

Job Summary

Empowering clients to take control of their financial future, the full-time remote Client Success Agent II will provide exceptional voice support, manage complex client inquiries, and maintain accurate account documentation while fostering positive relationships with clients enrolled in a debt settlement program.

Key responsibilities

• Utilize CRM software to respond to customer calls and address concerns, particularly regarding legal and creditor escalation issues
• Resolve complex client inquiries with empathy and confidence, ensuring a positive, solution-focused experience
• Document client discussions accurately and present settlement proposals to guide clients toward their financial goals

Required qualifications

• High school diploma or equivalent required; bachelor's degree preferred
• Minimum of 2 years in a customer service or relationship-based support role required
• Experience in financial services or banking organizations preferred
• Strong working knowledge of client service processes and exceptional organizational skills
• Proficient in Microsoft Excel and Office, with the ability to navigate multiple systems simultaneously