Client Success Agent

Job Summary

Empowering clients in their financial journeys, the full-time remote Client Success Agent II will provide exceptional voice support, manage complex inquiries, and maintain accurate documentation while fostering positive client relationships.

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