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 by handling inbound and outbound calls, addressing complex financial inquiries, and maintaining accurate account documentation.

Key responsibilities

• Utilize CRM software to respond to customer calls and resolve inquiries in high-stress environments
• Conduct complex de-escalations and interpret legal documents to guide clients through their financial journeys
• Document client discussions clearly and present settlement proposals for client approval

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 critical thinking and problem-solving abilities
• Proficient in Microsoft Excel and Office