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 escalate issues to leadership as necessary

Required Qualifications

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