Client Success Agent

Freddie Mac; Georgia (VT); Remote; USD 40,000; Full time

Job summary

A leading company in debt settlement services is looking for a Customer Support Specialist in Georgia. You will manage inbound and outbound calls, assist clients with financial concerns, and document interactions to help clients achieve their financial goals. This role offers a flexible work environment with comprehensive benefits and opportunities for career advancement.

Benefits

Comprehensive benefits package including medical, dental, and vision coverage

401(k) plan with company match

Flexible remote work environment

Paid parental leave

Generous time off policies

Qualifications

• Minimum of 2 years' experience in customer service or relationship-based support.
• Ability to remain professional and calm in high-pressure situations.
• Proficient with Microsoft Excel and Office.

Responsibilities

• Provide exceptional voice support while managing calls about complex financial situations.
• Utilize CRM software (Salesforce) to handle customer inquiries.
• Document client discussions and guide them towards financial goals.

Skills

Empathy

Active Listening

Organizational Skills

Education

High school diploma or GED required

Bachelor's degree preferred

Tools

Salesforce

Microsoft Excel

Microsoft Office

Job description

Employer Industry: Debt Settlement Services

Why consider this job opportunity:
- Salary of $20/hour plus eligibility for performance-based bonuses
- Comprehensive benefits package including medical, dental, and vision coverage
- 401(k) plan with company match to support your retirement savings
- Flexible remote work environment with full-time opportunities available
- Paid parental leave and generous time off policies, including vacation and sick days
- Opportunities for career advancement through mentorship and leadership programs

What to Expect (Job Responsibilities):
- Provide exceptional voice support while managing inbound and outbound calls regarding complex financial situations
- Utilize client relationship management software (Salesforce) to address customer inquiries and concerns
- Document client discussions accurately and guide clients towards their financial goals
- Present settlement proposals to clients and assist those facing legal actions from creditors
- Escalate issues to leadership or other departments as necessary

What is Required (Qualifications):
- High school diploma or GED required; Bachelor's degree preferred
- Minimum of 2 years' experience in a customer service or relationship-based support role
- Strong empathy and active listening skills to support clients under stress
- Proficiency in Microsoft Excel and Office, with excellent organizational skills
- Ability to remain professional and calm in high-pressure situations

How to Stand Out (Preferred Qualifications):
- Experience in a financial or banking organization
- Proven ability to navigate multiple systems and manage tasks simultaneously
- Exceptional written and verbal communication skills
- Previous experience de-escalating stressful situations with clients
- Strong problem-solving and critical thinking abilities

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