What are the responsibilities and job description for the Customer Relationship Specialist position at Wesley Group?
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
Your Role:
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.
What You Bring:
- 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?
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.
Location: Franklin, TN (In-Office)
Schedule: Monday - Thursday 9:00 AM – 5:00 PM, Friday 9:00 AM – 3:00 PM
