Client Services Representative

Job Description

Job Description

About Us

We are dedicated to helping clients regain financial stability through strategic debt resolution. Our team is compassionate, solutions-driven, and committed to providing exceptional service during what is often a stressful time for our clients. We're a growing firm with a supportive, fast-paced, start-up feel—and we’re looking for the right person to join us.

Position Summary

The Client Services Representative serves as a primary point of contact for clients enrolled in our debt settlement program. This role is responsible for guiding clients through the process, answering questions, resolving issues, and ensuring they feel supported from enrollment through resolution. The ideal candidate is empathetic, proactive, organized, and confident in communicating with clients who may be experiencing financial hardship.

Key Responsibilities

• Serve as the main liaison between clients and the firm throughout their debt settlement program.
• Provide clear and friendly communication via phone and email.
• Assist clients with account updates, document requests, program explanations, and next steps.
• Monitor client progress, identify potential issues, and proactively follow up to keep clients engaged and informed.
• Collaborate with internal teams—negotiations, payments, legal, and support—to ensure smooth case handling.
• Maintain accurate and detailed notes in the CRM system.
• Educate clients on program expectations, timelines, and best practices to ensure long-term success.
• Handle questions or concerns with empathy, professionalism, and a solution-first mindset.

Qualifications

• Prior experience in client services, customer service, account management, or financial services preferred.
• Experience in debt settlement, debt relief, or legal services is a plus but not required.
• Fluent in both English and Spanish (spoken and written) (preferred)
• Excellent verbal and written communication skills.
• Strong ability to multitask, stay organized, and manage time effectively.
• Comfort working with clients experiencing financial stress; must remain calm, patient, and positive.
• Tech-savvy with the ability to quickly learn internal systems (CRM, dialer, ticketing, etc.).
• Problem-solving skills and a desire to help people succeed.

What We Offer

• Competitive hourly rate or salary based on experience.
• Performance-based bonuses.
• Paid training and career growth opportunities.
• Health, dental, and vision benefits.
• Supportive, mission-driven team environment.
• Opportunities to make a meaningful impact on clients’ financial futures.