Client Success Agent

Client Interaction:

• Respond to customer calls and address customer concerns.
• Resolve client inquiries and program concerns with empathy and confidence.
• Escalate clients to leadership and other departments as needed.

Communication & Documentation:

• Document client discussions clearly and concisely.
• Present settlement proposals to clients for approval.
• Guide client discussions with next steps to progress towards their financial goals.

Qualifications & Skills:

• Strong working knowledge of client service processes.
• Exceptional attention to detail and strong organizational skills.
• Ability to navigate multiple systems simultaneously.