Client Success Agent

Job Summary

A company is looking for a Client Success Agent to empower clients in managing their financial futures through compassionate support and guidance.

Key Responsibilities

• Provide exceptional voice support to clients regarding their debt settlement program
• Handle inbound and outbound calls, documenting client interactions accurately
• Guide clients through their financial goals and escalate issues as necessary

Required Qualifications, Training, and Education

• High school diploma or equivalent required; Bachelor's degree preferred
• Minimum 2 years of experience in a customer service or relationship-based support role
• Experience in financial services or banking preferred
• Completion of required training and proficiency in core responsibilities for advancement to Client Success Agent II
• Ability to manage legal and complex client situations for Level 2 qualification