More jobs:
Client Success Agent
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Service Rep, Customer Success Mgr./ CSM, HelpDesk/Support
Job Description & How to Apply Below
Key Responsibilities Utilize client relationship management software to respond to customer calls and address concerns Resolve client inquiries and document discussions clearly while guiding clients towards their financial goals Present settlement proposals and escalate issues to leadership as necessary
Required Qualifications High school diploma/GED required;
Bachelor's degree preferred 2 years of experience in customer service or a relationship-based support role required Experience in a financial or banking organization preferred Ability to support and de-escalate vulnerable clients under stress Proficiency in Microsoft Excel and Office
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