Client Success Specialist 1

Job Summary

A company is looking for a Client Success Specialist 1, responsible for providing customer support and assistance in the financial services industry.

Key Responsibilities:

• Respond to client inquiries via phone, live chat, and email
• Complete outbound calling campaigns to help clients with their loan requests
• Identify client needs and assist with navigating the company's website

Required Qualifications:

• Bachelor's degree preferred, or equivalent experience
• 1-3 years of customer service experience, preferably in a high-volume call center
• Experience using CRM tools, such as Salesforce, is preferred
• Patient, courteous, energetic, and empathetic communication skills
• Ability to identify patterns and provide insights to improve customer experience