Client Success Agent

Job Summary

Empowering clients through financial conversations, the full-time remote Client Success Agent II will provide exceptional voice support for clients in a debt settlement program, handling inbound and outbound calls while maintaining accurate documentation and fostering positive relationships.

Key responsibilities

• Utilize CRM software to address customer inquiries and concerns effectively
• Resolve complex client issues with empathy and subject matter knowledge, particularly regarding legal and creditor matters
• Document client interactions clearly and present settlement proposals to guide clients towards their financial goals

Required qualifications

• High school diploma or equivalent required; bachelor's degree preferred
• Minimum of 2 years in a customer service or relationship-based support role required
• Experience in financial services or banking preferred
• Strong working knowledge of client service processes and ability to navigate multiple systems
• Proficient in Microsoft Excel and Office