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 document discussions clearly while guiding clients towards their financial goals
• Present settlement proposals and assist clients facing legal actions from creditors

Required Qualifications

• High school diploma/GED required; Bachelor's degree preferred
• 2 years of experience in customer service or relationship-based support roles required
• Experience in financial or banking organizations preferred
• Ability to support vulnerable clients under stress with empathy and active listening
• Proficient in Microsoft Excel and Office