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 inbound and outbound calls regarding complex financial situations, and maintain accurate account documentation.

Key responsibilities

• Utilize CRM software to address customer inquiries and concerns effectively
• Resolve complex client issues with empathy and provide clear guidance on next steps
• Document client interactions accurately and present settlement proposals for 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
• Experience in financial services or banking preferred
• Proficient in Microsoft Excel and Office
• Strong critical thinking and problem-solving abilities