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Wesley Financial Group1 month ago

Client Retention Specialist

On-site · Franklin, Tennessee, United States

Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Unknown

Job Summary

Client Retention Specialist who will own the escalation process, research client disputes, and deliver objective feedback to resolve issues with empathy and professionalism. Responsibilities include managing escalations in Salesforce, enabling pre-booked appointments, cross-department collaboration, and driving process improvements to reduce future complaints. Requires 3+ years in similar roles with de-escalation, negotiation, and experience using Salesforce and Google Suite; strong communication, time management, and adaptability for handling emotionally charged client interactions.

Required Qualifications

  • Minimum of 3 years in a similar role with proven expertise in de-escalation, conflict resolution, and negotiation
  • At least 1 year of hands-on experience with Salesforce and Google Suite
  • Excellent time management and multitasking skills
  • Outstanding written and verbal communication skills
  • A positive, professional attitude
  • Flexibility and adaptability
  • The ability to maintain a fair and objective mindset
  • Composure and confidence when communicating with clients
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Wesley Financial Group

Client Retention Specialist

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