Job Title: Financial Client Success RepresentativeLocation: Remote | Type: Full-TimeAbout Our ClientOur client is a financial services firm dedicated to helping individuals and businesses navigate the funding process with clarity and confidence. They provide a structured pathway to securing capital, offering expert guidance and innovative solutions. Their mission is to empower clients, regardless of their financial background, to achieve their goals.The OpportunityWe are seeking a highly empathetic, detail-oriented, and client-focused Financial Client Success Representative to join our client's remote team. This is a crucial role for a professional with a background in finance or customer service who excels at direct client communication. You will be the primary guide for clients, coaching them through a proven process to prepare for funding.This position is ideal for someone who is not only a great listener but also a confident and patient educator. You will be responsible for de-escalating concerns, providing clear guidance, and ensuring every client feels supported and empowered on their journey.Key ResponsibilitiesClient Coaching & Communication:Lead one-on-one sessions with clients via Zoom, providing clear and empathetic coaching on how to optimize their financial profiles.Work with diverse client backgrounds, from those with strong credit to those needing to improve their profiles through paydowns, utilization strategies, or dispute resolution.Act as a calming and reassuring presence, educating clients and de-stressing the funding preparation process.Process Execution & Documentation:Follow established, step-by-step Standard Operating Procedures (SOPs) to guide clients through the funding process.Assert and communicate internal language and processes with clarity and confidence.Maintain meticulous records of all client communications and progress within the CRM.Client Advocacy:Serve as a direct point of contact for clients, addressing questions, resolving issues, and ensuring a positive experience.Work diligently to understand each client's unique situation and provide tailored support.What You BringExperience: A background in banking, financial customer service, or a similar client-facing role.Communication Skills: Native/Fluent English speaker with exceptional communication skills, both written and verbal, and comfort presenting to clients on Zoom.Empathy & Patience: You are naturally empathetic, patient, and able to build trust quickly in sensitive conversations.Problem-Solving: A detail-oriented mindset with a strong ability to follow instructions, adhere to SOPs, and troubleshoot client-specific issues.Confidence: The ability to be assertive in your communication while maintaining a professional and supportive demeanor.
