Client Success Specialist

Role Overview

• Provide top-tier support via phone to clients on our Debt Management Program
• Taking back-to-back calls in a call center environment
• Support client accounts and ensure seamless account management
• Manage proposals, payments, deposits, and creditor communications
• Proactively review client accounts to identify and resolve issues
• Maintain accurate records and ensure compliance with state regulations
• Collaborate across departments to ensure seamless client experience
• Encourage and motivate clients throughout their financial journey

Requirements

• 2–3 years of customer service experience (call center preferred)
• Associate’s degree preferred; Bachelor’s degree may substitute for experience
• A strong sense of professionalism is essential when supporting clients through sensitive financial situations
• Strong communication skills—empathetic, professional, and clear
• Tech-savvy with experience in Windows-based systems and CRM tools
• Comfort with numbers and basic financial calculations, including reviewing credit card statements, due dates, and payment schedules
• Bilingual (English/Spanish) a plus!

Benefits

• Competitive compensation and benefits
• Growth and development opportunities
• Supportive, inclusive, and collaborative work environment
• A mission‑driven organization with over 60 years of impact in financial wellness.