What are the responsibilities and job description for the Customer Relationship Specialist position at Wesley Financial Group?
Elevate your career with a 2020 INC 500 company offering a competitive salary 401k match health benefits extra paid time off, and more!
Title: Customer Relationship 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
Wesley Financial Group is the leading name in helping timeshare owners get out from under their timeshares. In the 12 years we’ve been in business, we’ve created a tidal wave of excitement from timeshare owners needing help, and we’re looking for a Customer Relationship Specialist to join our dynamic team. 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.
Why You’ll Love Working Here:
- Comprehensive Benefits: Medical, Dental, and Vision Insurance along with an employer-funded Health Savings Account (HSA).
- 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 Perks
- A MacBook for your work tasks, which means you'll enjoy a seamless and efficient work experience, aiming to reduce your stress associated with technical issues.
- A weekly pay schedule to ensure you have a reliable, steady income, which means you can confidently manage your personal budget and financial obligations.
- 9 paid holidays PLUS the workdays between Christmas and New Years Day, which means more time to recharge and be with loved ones, enhancing your overall job satisfaction and work-life balance.
- Relaxation on-demand with our in-office massage chairs—because we know how important it is to take a break and recharge
As a Customer Relationship Specialist, you’ll be the trusted guide for our clients, working closely with the team to deliver timely, professional, and compassionate service.
- Work collaboratively to manage client files from start to finish.
- Ensure all necessary documentation is submitted on time.
- Communicate updates clearly and promptly to clients.
- Manage live calls, emails, and team chats while maintaining Salesforce records.
- Provide personalized support to ensure clients understand every step of the process.
- A passion for delivering exceptional customer service.
- Strong time management, communication, and organizational skills.
- A positive, adaptable, and team-oriented mindset.
- Proficiency in Excel, Google Sheets, and GSuite.
- Skill in deescalating situations with professionalism and empathy.
- Prior customer service experience – a must!
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
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!
Wesley is an Equal Opportunity Employer. We verify employment eligibility for all new hires using E-Verify.
Schedule: Monday - Thursday 9:00 AM – 5:00 PM, Friday 9:00 AM – 3:00 PM
