What are the responsibilities and job description for the CLIENT SERVICES SPECIALIST position at Wesley Financial Group?
It’s time to push your career to the next level! Enjoy a work environment that leaves you genuinely feeling good about the work you’re doing. All with some very unique benefits…
New employees receive:
MAC Laptop to complete work tasks
Matching 401k program
Competitive Health Insurance
Generous paid time off
First-class onsite fitness center
A culture like no other: food trucks, relaxed team building lounge areas, and the occasional foosball tournament
Structured training to set you up for success
And much more (listed at the bottom of this posting)...
The world is changing – we often seem to find ourselves not just looking for a career that gives us opportunity for growth, but for a career that lets us feel good about the work we do and… get to have fun doing it!
Wesley Financial Group, LLC is a company based in Franklin, Tennessee that helps timeshare owners who have been misled get out of their timeshare.
Job Summary:
Wesley Financial Group, LLC is looking for a full-time Client Services Specialist to join our team! The way we care for our employees makes us stand out among other organizations. We believe in one team - one mission. We believe in empowering individuals to step into the best version of themselves.
Client Services Specialists play an essential role at Wesley Financial Group, LLC. The ideal individual for this job is well-organized, energetic, optimistic, flexible, patient, takes change well and can multi-task. You must be the type to seek out a solution instead of waiting for it to show up.
Responsibilities (including, but not limited to):
Answering incoming calls from clients and transferring calls to the correct employees
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.
Takes great pride in ensuring a positive overall customer experience.
We are more interested in the right person than the right resume. Excellent training is provided!
Requirements:
Proficient in Microsoft Word, Excel, Google Sheets and Google Docs.
Salesforce knowledge is preferred, but not required.
1-2 years of customer service experience is a MUST!
Must have patience, honesty and a sense of humor.
Excellent time management, organization and multi-tasking skills.
Attention to detail and problem solving skills.
Excellent communication skills, both written and verbal.
Ability to receive constructive criticism well.
Desire to help our clients and being a team player.
Experienced with de escalation of calls.
Hours of work in Office (Franklin, Tn): Monday - Thursday, 9am - 5pm / Friday, 9am - 3pm.
Why Wesley?
Wesley Financial Group, LLC has been in business for over 10 years. We are a 200 employee company with a platinum rating through Dun & Bradstreet and were ranked on INC 500 in 2020 as the 203rd fastest-growing privately held company in the U.S.
We’ve won over 75 business awards since 2020, including:
- 2024 - Great Place to Work Certified
- 2023 Great Place To Work Certified
- 2023 Business Intelligence Group - Excellence in Sales & Marketing
- 2022 Inc. 5000 Fastest Growing Company
- 2021 Gold Stevie Award - Fastest Growing Company
- 2021 Fortune Magazine - Best Workplaces for Women
- 2021 Nashville Business Journal - Best Places to Work
- 2021 CEO Views - Top 50 Best Companies of the Year
- 2020-21 Inc. 500 Fastest Growing Company
- 2020 Fortune Magazine - Best Places Workplaces Millennials
- 2020 Business Intelligence Group - Best Places to Work
Aside from business accolades, Wesley Financial Group is strongly dedicated to giving back to the community. Through donations and volunteer work, we always strive to help others whether through our services or through our charitable work.
Additional PERKS for being a Wesley Employee:
Leadership training and advancement opportunities
Robust employee recognition programs
Ability to participate in company-wide community outreach programs
Competitive wages and bonuses
Fun engaging company-wide events and activities
Generous PTO
9 paid holidays
2 floating holidays
Great work/life balance
Open communication - monthly town hall meetings
Spirited and passionate team environment with members who display core values of teamwork and integrity
Comprehensive benefits package (medical, dental and vision plans, company paid short term disability, life insurance, parental leave and employer funded HSA)
A welcome box of Wesley swag
Wesley is an Equal Opportunity Employer. We verify employment eligibility for all new hires using e-Verify.
We can’t wait to have you join our team!
Monday - Thursday, 9am - 5pm / Friday, 9am - 3pm.
