Client Success Agent

Job Summary

A company is looking for a Client Success Agent to provide support and guidance 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 program concerns, guiding discussions towards their financial goals
• Document client interactions accurately and present settlement proposals for approval

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 and de-escalate vulnerable clients under stress
• Proficient in Microsoft Excel and Office