Client Success Agent

Job Summary

A company is looking for a Client Success Agent to provide exceptional support to clients enrolled in a debt settlement program.

Key Responsibilities

• Utilize client relationship management software to respond to customer calls and address concerns
• Resolve client inquiries and complex scenarios with empathy and confidence
• Document client discussions and guide them through next steps towards financial goals

Required Qualifications

• High school diploma/GED required; Bachelor's degree preferred
• 2 years of experience in a customer service or relationship-based support role
• Experience in a financial or banking organization preferred
• Strong working knowledge of client service processes
• Proficient in Microsoft Excel and Office