Client Success Agent

Job Summary

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

Key responsibilities

• Utilize CRM software to respond to customer calls and address concerns effectively
• Resolve client inquiries and conduct de-escalations for distressed situations with empathy and confidence
• Document client discussions accurately and present settlement proposals for client approval

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 a banking organization preferred
• Strong working knowledge of client service processes and ability to navigate multiple systems
• Proficient in Microsoft Excel and Office