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 clients' financial situations
• Document client discussions and maintain accurate account records
• Guide clients toward their financial goals and escalate issues as needed

Required Qualifications

• High school diploma or equivalent required; Bachelor's degree preferred
• Minimum 2 years of experience in a customer service or relationship-based support role
• Financial services or banking experience preferred
• Completion of required training and proficiency in core responsibilities for advancement to Client Success Agent II
• Experience with CRM software, preferably Salesforce