Client Happiness Specialist - FinServ

Earnest; United States; Teletrabalho; USD 47 000 - 60 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health, Dental, & Vision benefits plus

Mac computers + work-from-home stipend

Monthly internet and phone reimburse

Employee Stock Purchase Plan

Restricted Stock Units (RSUs)

401(k) plan with company match

Tuition reimbursement

Travel perk on Earnie-versaries

PTO and parental leave

Resumo da oferta

Earnest is seeking a Client Happiness Servicing Associate to respond to client inquiries through chat, email, SMS, or phone with accuracy and empathy. You will identify opportunities to cross-sell products and assist with payment arrangements while guiding customers through documentation and processes.

You will collaborate with internal teams to address client needs, maintain records in client systems, and help educate customers on loan processes and options.

Qualificações

• 1+ year of experience in customer service, sales, or collections.
• Strong verbal and written communication with de-escalation focus.
• Tech-savvy with ability to use loan and client systems.

Responsabilidades

• Respond to client inquiries via chat, email, SMS, or phone with empathy and clarity.
• Promote and cross-sell company products where appropriate during servicing calls.
• Assist with payment arrangements and guide customers through required documentation.

Conhecimentos

Customer service

Sales experience

De-escalation

Communication

Descrição da oferta de emprego

Earnest is seeking a Client Happiness Servicing Associate to respond to client inquiries through chat, email, SMS, or phone with accuracy and empathy. You will identify opportunities to cross-sell products and assist with payment arrangements while guiding customers through documentation and processes.

You will collaborate with internal teams to address client needs, maintain records in client systems, and help educate customers on loan processes and options.