Client Success Agent

Job Summary

Empowering clients to take control of their financial future, the full-time remote Client Success Agent II will provide exceptional voice support, handle inbound and outbound calls regarding complex financial situations, and maintain accurate account documentation.

Key responsibilities

• Utilize CRM software to respond to customer calls and address concerns effectively
• Resolve client inquiries and conduct complex de-escalations with empathy and confidence
• Document client discussions and present settlement proposals while maintaining compliance standards

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 exceptional organizational skills
• Proficient in Microsoft Excel and Office