What are the responsibilities and job description for the Client Contact Center Representative position at Wesley Financial Group?
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.
We’re looking for a Client Contact Center Representative to join our dynamic team. This role is at the heart of our mission: helping clients navigate the timeshare exit process to secure successful outcomes, all while ensuring an unparalleled customer experience.
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!
Job Summary:
As a Client Contact Center Representative at Wesley Financial Group, you will serve as a primary point of contact for our existing clients, providing real-time support through live phone interactions. This position is central to the way our company operates and directly shapes the experience our clients have with us. We're looking for someone who thrives in a fast-paced environment — someone who brings positive energy, stays composed under pressure, adapts easily to shifting priorities, and knows how to juggle multiple responsibilities without missing a beat.
Responsibilities (including, but not limited to):
Answering incoming calls from clients and transferring calls to the correct employees and or department.
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.
Taking great pride in ensuring a positive overall client experience.
We are more interested in the right person than the right resume. Excellent training is provided!
Requirements:
Excellent time management and multi-tasking skills
Ability to work independently and within a group
Treating clients respectfully at all times
Takes great pride in ensuring a positive overall customer experience
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!
Hours of work in Office (Franklin, Tn): Monday - Thursday, 9am - 5pm / Friday, 9am - 3pm.
Ready to Make a Difference?
This is more than just a job – it’s your chance to be part of something meaningful, in a workplace that values your unique talents and fosters your professional growth.
Apply now and discover what makes Wesley Financial Group truly stand out. We can’t wait to welcome you to the team!