Client Success Agent

Job Summary

A company is looking for a Client Success Agent to provide exceptional support to clients 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
• Assist clients facing legal action from creditors and escalate issues to leadership as needed

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
• Strong working knowledge of client service processes and ability to navigate multiple systems
• Proficiency in Microsoft Excel and Office