Client Success Agent

Job Summary

A company is looking for a Client Success Agent to provide exceptional voice support for clients in a debt settlement program.

Key Responsibilities

• Handle inbound and outbound calls regarding complex financial situations
• Document client discussions clearly and concisely while maintaining accurate account records
• Guide clients toward next steps in their financial goals and present settlement proposals for approval

Required Qualifications

• High school diploma or equivalent required; Bachelor's degree preferred
• Minimum 2 years in a customer service or relationship-based support role required
• Financial services or banking experience preferred
• Successful completion of Client Success Agent I responsibilities for advancement to Client Success Agent II
• Proficiency in CRM software, specifically Salesforce, is essential