Client Services Representative

Simple Staffing; Briny Breezes (FL); On-site; USD 35,000 - 48,000; Full time

Benefits offered by this job

Competitive salary

Training opportunities

Supportive work environment

Paid Time Off

Job summary

Consumer Defense Partners seeks a Customer Service Representative to assist clients with debt settlement programs. You will be the first point of contact, answering questions and guiding clients through the process.

Responsibilities include handling calls, emails, and chats, recording interactions in the CRM, and ensuring compliant, empathetic service while explaining program benefits and timelines. Bilingual English/Spanish preferred.

Qualifications

• 1–2 years of customer service experience, preferably in the financial or debt management industries.
• Fluent in English and Spanish (spoken and written) preferred.
• Strong communication skills, both verbal and written, with good listening and problem-solving abilities.
• Familiarity with CRM systems and basic computer skills (email, MS Office, etc.).
• High school diploma or equivalent; college degree preferred.

Responsibilities

• Respond to inbound calls, emails, and chats from customers, addressing inquiries about debt settlement programs and resolving concerns.
• Assist clients in understanding the status of their accounts, including explaining program details, payments, and settlement timelines.
• Record all customer interactions, updates, and notes in the company's CRM system.
• Provide customers with information on debt settlement processes, ensuring they understand program benefits, potential risks, and alternatives.
• Keep customers informed about changes in their settlement process, including adjustments to payment plans or settlement offers.
• Adhere to industry regulations and company policies while maintaining a high standard of customer service.
• Conduct regular follow-up communications with clients to ensure they are on track and satisfied with their progress in the program.

Job description

* Simple Staffing is hiring for this position on behalf of Consumer Defense Partners *

As a Customer Service Representative at Consumer Defense Partners, you will be responsible for assisting clients in managing their debt settlement programs. You will be the first point of contact for customers, providing support and guidance throughout the debt settlement process. Your role will focus on delivering excellent customer service by answering questions, resolving concerns, and ensuring that clients feel confident and informed as they navigate their financial journey.

Key Responsibilities:

• Client Support: Respond to inbound calls, emails, and chats from customers, addressing inquiries about debt settlement programs and resolving any concerns.


• Account Management: Assist clients in understanding the status of their accounts, including explaining program details, payments, and settlement timelines.


• Problem Resolution: Handle escalated customer issues with a calm and professional demeanor, working toward a satisfactory resolution for the client.


• Documentation: Accurately record all customer interactions, updates, and notes in the company's CRM system.


• Education: Provide customers with information on debt settlement processes, ensuring they understand program benefits, potential risks, and alternatives.


• Program Updates: Keep customers informed about any changes in their settlement process, including adjustments to payment plans or settlement offers.


• Compliance: Adhere to industry regulations and company policies while maintaining a high standard of customer service.


• Follow-up: Conduct regular follow-up communications with clients to ensure they are on track and satisfied with their progress in the program.

Qualifications:

• Experience: 1-2 years of customer service experience, preferably in the financial or debt management industries.


• Language Proficiency: Fluent in both English and Spanish (spoken and written) (preferred)


• Skills: Strong communication skills, both verbal and written. Excellent listening and problem-solving abilities.


• Technical: Familiarity with CRM systems and basic computer skills (email, MS Office, etc.).


• Knowledge: Understanding of debt settlement programs and financial regulations is a plus.


• Education: High school diploma or equivalent; college degree preferred.


• Attitude: Empathetic, patient, and capable of handling sensitive financial situations with discretion.

What We Offer:

• Competitive salary and performance-based incentives


• Training and career development opportunities


• A supportive and dynamic work environment


• Paid Time Off