Client Experience Coach: Elevating Call Excellence

United Shore Financial Services LLC; Pontiac (MI); On-site; USD 45,000 - 60,000; Full time

Job summary

United Shore Financial Services LLC is seeking a Client Experience Coach to mentor team members who interact with clients on the phone. The role focuses on providing feedback, coaching on best practices, and ensuring accountability for items raised during coaching sessions on our 600,000-square-foot campus.

You will set the tone for positive call experiences, lead training initiatives, and partner with leaders to drive client service excellence across the organization.

Responsibilities

• Listening to call clips with team members and providing verbal and written feedback
• Conducting side-by-side live coaching
• Preparing formal feedback for leaders and the Client Service team
• Logging organized and detailed feedback for each coaching session
• Facilitating Client Service training sessions
• Scheduling coaching sessions with team members

Job description

United Shore Financial Services LLC is seeking a Client Experience Coach to mentor team members who interact with clients on the phone. The role focuses on providing feedback, coaching on best practices, and ensuring accountability for items raised during coaching sessions on our 600,000-square-foot campus.

You will set the tone for positive call experiences, lead training initiatives, and partner with leaders to drive client service excellence across the organization.