Client Success Agent

A company is looking for a Client Success Agent to provide support and guidance to 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 through their financial goals

Present settlement proposals and escalate issues to leadership as needed

Required Qualifications

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

2 years' experience in customer service or relationship-based support roles required

Experience in financial or banking organizations preferred

Ability to support and de-escalate vulnerable clients under stress

Proficient in Microsoft Excel and Office