Client Success Specialist
- Provide top-tier support via phone, chat, and email to clients on our Debt Management Program.
- Manage proposals, payments, deposits, and creditor communications.
- Proactively review client accounts to identify and resolve issues.
- Encourage and motivate clients throughout their financial journey.
- Maintain accurate records and ensure compliance with state regulations.
- Collaborate across departments to ensure a seamless client experience.
- 2–3 years of customer service experience (call center preferred).
- Associate’s degree preferred; Bachelor’s degree may substitute for experience.
- A strong sense of professionalism is essential when supporting clients through sensitive financial situations.
- Strong communication skills—empathetic, professional, and clear.
- Comfort with numbers and basic financial calculations, including reviewing credit card statements, due dates, and payment schedules.
- Tech-savvy with experience in Windows-based systems and CRM tools.
- Bilingual (English/Spanish) a plus!
- A mission-driven culture rooted in Integrity, Quality, and Teamwork.
- Opportunities for growth and development.
- A supportive, inclusive, and collaborative work environment.
- Competitive compensation and benefits.
- Monday - Friday work schedule
- Evening work hours may be required.
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