Client Advocate

A company is looking for a Client Advocate to provide financial support and guidance to clients.

Key Responsibilities

Answer high volume inbound calls from prospective clients, providing timely support and managing tasks

Deliver excellent customer service and assist clients in connecting with financial counseling resources

Enter and update client data accurately while maintaining confidentiality regarding financial information

Required Qualifications

Ability to type 40 WPM at 80% accuracy

Experience in a fast-paced customer service environment, preferably in a call center

Empathy and professionalism when interacting with clients under financial stress

U.S. Citizenship required due to contract obligations

Ability to follow structured workflows and meet performance expectations