Client Success Agent

Job Summary

A company is looking for a Client Success Agent to provide support and guidance to clients in their debt relief journey.

Key Responsibilities

• Utilize client relationship management software to respond to customer calls and address concerns
• Resolve client inquiries and document discussions while maintaining a positive experience
• Guide clients through financial discussions and escalate issues to leadership as needed

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 financial or banking organizations preferred
• Ability to support and de-escalate vulnerable clients under stress
• Proficient in Microsoft Excel and Office