Client Contact Center Representative
On-site · Franklin, Tennessee, United States
Job Summary
Client Contact Center Representative at Wesley Financial Group, onsite in Franklin, TN, delivering real-time client support via live phone interactions and coordinating with departments to route calls. Responsibilities include answering incoming calls, setting appointments, transferring calls with AnswerConnect, logging calls in Salesforce, making outbound calls, rescheduling Calendly appointments, and monitoring client services email and Slack to respond promptly. Requires strong time management, multitasking, professional communication, customer-focused mindset, and comfort working both independently and within a team; training provided and opportunities for growth within a collaborative, value-driven culture.
Required Qualifications
- Excellent time management and multi-tasking skills
- Ability to work independently and within a group
- Treating clients respectfully at all times
- Excellent communication skills, both written and verbal
- Excellent interpersonal skills
- Ability to be flexible and adaptable
- Ability to prioritize tasks, delegating when appropriate
- Attention to detail
- Outcome-oriented/Results-focused
- Ability to maintain confidence within the sub-department
- Ability to work hard and efficiently
- Experience with Excel/Google Sheets/Gsuite
- Customer Service experience is a MUST!
This role has closed. Sorce can match you with similar open roles and apply on your behalf.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.