Wesley Financial Group
Customer Relationship Process Specialist
Wesley Financial Group, Franklin, Tennessee, us, 37068
Customer Relationship Process Specialist
Title:
Customer Relationship Process Specialist
Department:
Relationship Management Team Location:
Franklin, TN (In-Office) Schedule:
Monday - Thursday 9:00 AM – 5:00 PM, Friday 9:00 AM – 3:00 PM
Join a Culture Like No Other! Are you ready to be part of a team that values collaboration, growth, and creating exceptional experiences for clients? At Wesley Financial Group, we’re more than just a workplace – we’re a community that thrives on innovation, support, and making a difference.
Your Role
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.
Key Skills and Proficiencies
Proven negotiation and conflict resolution skills.
Strong de‑escalation and problem‑solving abilities.
Result 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, minimum of 2 years.
Why You’ll Love Working Here
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!
Additional Information
Seniority level:
Entry level
Employment type:
Full‑time
Job function:
Other
Compensation 50000 Yearly Salary
Please remember to check both your inbox and spam folders for all application and interview‑related communications after you apply.
#J-18808-Ljbffr
Customer Relationship Process Specialist
Department:
Relationship Management Team Location:
Franklin, TN (In-Office) Schedule:
Monday - Thursday 9:00 AM – 5:00 PM, Friday 9:00 AM – 3:00 PM
Join a Culture Like No Other! Are you ready to be part of a team that values collaboration, growth, and creating exceptional experiences for clients? At Wesley Financial Group, we’re more than just a workplace – we’re a community that thrives on innovation, support, and making a difference.
Your Role
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.
Key Skills and Proficiencies
Proven negotiation and conflict resolution skills.
Strong de‑escalation and problem‑solving abilities.
Result 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, minimum of 2 years.
Why You’ll Love Working Here
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!
Additional Information
Seniority level:
Entry level
Employment type:
Full‑time
Job function:
Other
Compensation 50000 Yearly Salary
Please remember to check both your inbox and spam folders for all application and interview‑related communications after you apply.
#J-18808-Ljbffr