Client Success Agent

A company is looking for a Client Success Agent to provide exceptional voice support for clients enrolled in a debt settlement program.

Key Responsibilities

Utilize client relationship management software to respond to customer calls and address concerns

Resolve client inquiries and document discussions clearly while guiding clients towards their financial goals

Assist clients facing legal action from creditors and escalate issues to leadership as needed

Required Qualifications

High school diploma / GED required; Bachelor's degree preferred

2 years of customer service or relationship-based support experience required

Experience in a financial or banking organization preferred

Ability to support and de-escalate vulnerable clients under stress

Proficient in Microsoft Excel and Office