Client Success Specialist

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Deliver exceptional support via phone to clients enrolled in our Debt Management Program

• Handle a high volume of calls in a fast-paced call center setting

• Assist with client accounts to ensure effective account management

• Oversee proposals, payments, deposits, and communications with creditors

• Actively assess client accounts to pinpoint and resolve any issues

• Keep precise records and guarantee adherence to state regulations

• Work collaboratively with various departments to provide a seamless client experience

• Inspire and motivate clients throughout their financial journey

⛳️ Requirements

• 2–3 years of experience in customer service (call center experience preferred)

• An associate’s degree is preferred; a bachelor’s degree may be considered in lieu of experience

• A strong sense of professionalism is crucial when assisting clients with sensitive financial matters

• Excellent communication skills—empathetic, professional, and articulate

• Proficient in technology with experience in Windows-based systems and CRM applications

• Comfortable with numbers and basic financial calculations, such as reviewing credit card statements, due dates, and payment schedules

• Bilingual (English/Spanish) is a plus!

🏝️ Benefits

• Competitive salary and comprehensive benefits package

• Opportunities for growth and professional development

• A supportive, inclusive, and collaborative workplace culture

• A purpose-driven organization with over 60 years of impact in promoting financial wellness.