Customer/Client Advocacy Specialist jobs in United States
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Wesley Financial Group · 12 hours ago

Customer/Client Advocacy Specialist

positionFranklin, Tennessee
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
date2+ years exp

Wesley Financial Group is a community-focused company that values collaboration and exceptional client experiences. They are seeking a Customer/Client Advocacy Specialist to help clients navigate the timeshare exit process while ensuring effective communication and support throughout the journey.

ConsultingDocument PreparationFinanceFinancial Services

Responsibilities

Manage both existing and new client files collaboratively within the team
Ensure timely submission of clients for release with accurate documentation
Serve as the main point of contact for clients, facilitating clear communication and setting expectations
Handle challenging client situations with strong de-escalation skills
Negotiate effectively with clients and other contacts to achieve optimal outcomes
Manage a live call queue and team email inbox with responsiveness and professionalism
Maintain thorough, accurate client records in Salesforce
Deliver exit packages promptly and with attention to detail
Respond to emails, calls, and client feedback within 24 hours
Maintain consistent professional communication via phone, email, and mail

Qualification

Salesforce proficiencyNegotiation skillsConflict resolutionCustomer service experienceMulti-taskingG Suite proficiencyExcel proficiencyGoogle Sheets proficiencyTime managementProblem-solvingWritten communicationVerbal communicationInterpersonal skillsAttention to detailFlexibilityAdaptability

Required

Proven negotiation and conflict resolution skills
Strong de-escalation and problem-solving abilities
Results driven and outcome focused
Excellent written and verbal communication skills
Exceptional interpersonal skills and professionalism
Ability to work independently and within a team
Strong time management and multi-tasking abilities
Flexibility and adaptability in a fast-paced environment
High attention to detail and accuracy
Ability to prioritize tasks and delegate when appropriate
Proficiency with Salesforce, Excel, Google Sheets, and G Suite
Prior customer service experience is required minimum of 2 yrs

Benefits

Comprehensive Benefits: Medical, Dental, and Vision Insurance.
Secure Your Future: 401K with a generous company match.
Time to Recharge: Generous PTO – start accruing from day one!
Balanced Schedule: Enjoy great work-life harmony with a friendly Monday-Friday schedule.
Celebrate & Connect: Participate in engaging company-wide events, team-building activities, and employee recognition programs.
Onsite Perks: Access our fitness center, relax in team lounge areas, or enjoy food trucks and courtyard spaces.
Growth & Coaching: Learn from industry professionals committed to your success.
Diverse & Inclusive: We embrace what makes each team member unique!

Company

Wesley Financial Group

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Wesley Financial Group is a consumer rights group that timeshare cancellation and debt elimination services to individuals and families.
dateFounded in 2011
location
Franklin, Tennessee, USA
people-size201-500 employees
web-link
https://www.wesleyfinancialgroup.com

Funding

Current Stage
Growth Stage

Leadership Team

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Jinanne West
Chief Financial Officer
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John Meadows
Chief Revenue Officer (CRO)
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Recent News

EIN Presswire
WESLEY FINANCIAL GROUP WARNS CONSUMERS TO READ FINE PRINT AS MAINTENANCE FEES CONTINUE TO SURGE
2025-11-21
EIN Presswire
Wesley Financial Group Founder Offers Advice on Getting Rid of an Unwanted Timeshare
2025-08-15
EIN Presswire
WESLEY FINANCIAL GROUP HELPS 10,000 FAMILIES CANCEL TIMESHARES IN PAST YEAR
2025-05-09
Company data provided by crunchbase