CLIENT SERVICES SPECIALIST - Wesley Financial Group

Client Services Specialist

I t's time to push your career to the next level! Enjoy a work environment that leaves you genuinely feeling good about the work you're doing. All with some very unique benefits

New employees receive:

• Laptop to complete work tasks

• Matching 401k program

• Competitive Health Insurance

• Generous paid time off

• First-class onsite fitness center

• A culture like no other: food trucks, relaxed team building lounge areas, and the occasional foosball tournament

• Structured training to set you up for success

And much more (listed at the bottom of this posting)

The world is changing - we often seem to find ourselves not just looking for a career that gives us opportunity for growth, but for a career that lets us feel good about the work we do and get to have fun doing it!

Wesley Financial Group, LLC is a company based in Franklin, Tennessee that helps timeshare owners who have been misled get out of their timeshare.

Job Summary:

Wesley Financial Group, LLC is looking for a full-time Client Services Specialist to join our team! The way we care for our employees makes us stand out among other organizations. We believe in one team - one mission. We believe in empowering individuals to step into the best version of themselves

Client Services Specialists play an essential role at Wesley Financial Group, LLC. The ideal individual for this job is well-organized, energetic, optimistic, flexible, patient, takes change well and can multi-task. You must be the type to seek out a solution instead of waiting for it to show up.

Responsibilities (including, but not limited to):

• Answering incoming calls from clients and transferring calls to the correct employees

• Setting call appointments for employees

• Working with AnswerConnect to field calls to the right department and assigning leads to the sales side.

• Logging descriptive calls in Salesforce in order to provide all involved with detailed information.

• Making outbound calls such as returning voicemails and rescheduling Calendly appointments.

• Monitoring the client services email as well as the client services public slack channel and responding/forwarding messages in a timely manner.

Expectations:

• Handling all calls in a consistently polite, professional and efficient manner.

• Behaving in a respectful manner at all times.

• Demonstrating a commitment towards your own continuous personal growth.

• Takes great pride in ensuring a positive overall customer experience.

We are more interested in the right person than the right resume. Excellent training is provided!

Requirements:

• Proficient in Microsoft Word, Excel, Google Sheets and Google Docs.

• Salesforce knowledge is preferred, but not required

• 1-2 years of customer service experience is a MUST!

• Must have patience, honesty and a sense of humor

• Excellent time management, organization and multi-tasking skills

• Attention to detail and problem solving skills

• Excellent communication skills, both written and verbal

• Ability to receive constructive criticism well

• Desire to help our clients and being a team player

Hours of work: Monday - Thursday, 9am - 5pm / Friday, 9am - 3pm.

Additional PERKS for being a Wesley Employee:

• Leadership training and advancement opportunities

• Robust employee recognition programs

• Ability to participate in company-wide community outreach programs

• Competitive wages and bonuses

• Fun engaging company-wide events and activities

• Generous PTO

• 9 paid holidays

• 2 floating holidays

• Great work/life balance

• Open communication - monthly town hall meetings

• Spirited and passionate team environment with members who display core values of teamwork and integrity

• Comprehensive benefits package (medical, dental and vision plans, company paid short term disability, life insurance, parental leave and employer funded HSA)

• A welcome box of Wesley swag

Wesley is an Equal Opportunity Employer. We verify employment eligibility for all new hires using e-Verify.

We can't wait to have you join our team!

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