Client Success Agent

Job Summary

A company is looking for a Client Success Agent to provide exceptional support to clients navigating their debt relief journey.

Key Responsibilities

• Handle inbound and outbound calls regarding complex financial situations while maintaining accurate account documentation
• Resolve client inquiries using empathy and subject matter knowledge, and guide clients toward their financial goals
• Present settlement proposals and escalate issues to leadership or other departments as needed

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
• Must complete all components of the Client Success Agent I role for advancement to Client Success Agent II
• Ability to work in a fast-paced, high-volume setting