Member Experience Specialist — Client Support

Prime Corporate Services; Provo (UT); On-site; USD 29,000 - 34,000; Full time

Benefits offered by this job

Competitive compensation + performance

Comprehensive Health Coverage

Paid Time Off

401k with company match

Parental Leave

Gym Pass

Soda and snacks

Cellular/Wireless discounts

Employee Resource Program

Job summary

Prime Corporate Services in Provo, UT is seeking a motivated Member Experience Agent to be the frontline voice for our members. You will manage support tickets, handle calls, and communicate through email, text, and chat, owning each interaction from start to finish.

The role requires rapid learning of finance, bookkeeping, banking, and tax terminology, with a focus on accurate CRM records and timely follow-ups.

Qualifications

• Clear, professional written and verbal communication; adapts to different personalities.
• Owns requests and follows through to a clear next step.
• Learns finance, bookkeeping, banking, and tax-document terminology quickly.
• Detail-oriented with strong organization and time management in a fast-moving environment.
• Receives coaching and follows documented processes consistently.
• Handles confidential business and financial information with discretion.

Responsibilities

• Ticket Ownership: Own member tickets and service requests from first response through resolution or a documented handoff, following up until the next step is clear and complete.
• Inbound & Outbound Outreach: Handle inbound calls and make outbound calls, emails, and texts to answer questions, request missing documents, share status updates, and prevent avoidable delays.
• Multi-Channel Support: Support members across phone, chat, email, text, and ticketing systems with a professional, helpful tone in every channel.
• CRM Accuracy: Keep CRM records current, including interaction notes, commitments, document status, next steps, and follow-up dates.
• Clear Explanations: Explain document requests and routine process steps in member-friendly language while learning our finance, bookkeeping, and tax terminology.
• Smart Escalation: Route questions needing accounting or tax expertise promptly with a concise, useful summary.

Skills

Clear communication

Ownership & follow-through

Quick learner

Attention to detail

Coachability

Discretion

Education

High school diploma or GED

Tools

CRM software

Phone-center tools

Ticketing systems

Chat tools

Job description

Prime Corporate Services in Provo, UT is seeking a motivated Member Experience Agent to be the frontline voice for our members. You will manage support tickets, handle calls, and communicate through email, text, and chat, owning each interaction from start to finish.

The role requires rapid learning of finance, bookkeeping, banking, and tax terminology, with a focus on accurate CRM records and timely follow-ups.