Summary
The Welcome Call Specialist plays a key role in ensuring a positive and seamless experience for clients who have recently enrolled in our debt settlement program. This position involves both inbound and outbound calls to welcome clients, resell the benefits of the program, and ensure they fully understand the services they’ve signed up for. By providing clear, empathetic, and informative communication, the Warm Welcome Call Specialist helps set clients up for success on their financial journey.
Essential Duties and Responsibilities :
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- Conduct warm welcome calls to newly enrolled clients, ensuring they understand program details and benefits.
- Make outbound calls to clients who were not transferred directly from their account executive to complete the welcome process.
- Build positive, trusting relationships with clients by providing exceptional customer service and reinforcing program value.
- Clearly explain the debt settlement program, answer any questions and address concerns with professionalism and empathy.
- Ensure client expectations are aligned with program goals and processes.
- Identify and escalate any client issues or concerns to the appropriate department when necessary.
- Make necessary changes to the client’s program as needed.
- Document all client interactions and call outcomes according to standard operating procedures.
- Maintain a strong knowledge of our debt settlement services and policies.
- Collaborate with internal teams to enhance the overall client experience.
Required Skills / Abilities :
- Proficient with Microsoft Office Suite or related software.
- Detailed oriented / Quality Focused.
- Self-starter with a positive attitude and strong work ethic.
- Strong problem-solving skills.
- Strong oral and written communication skills.
- Strong computer skills.
Education & Experience :
- High School Diploma.
- 1+ years of experience in customer service, sales, or a client-facing role, ideally in financial services or a similar industry.
- Experience in conducting phone-based client support or sales calls is highly preferred.
- Bilingual candidates encouraged to apply!
This job description does not state or imply that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Alperstein & Associates is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law
Top Skills
What We Do
Finances are personal, and the path to financial freedom looks different for everyone. We realize that dealing with debt can be a difficult task and that providing a solution means more than just providing money, it means putting customer service first.
Since 2008, we've helped thousands of clients resolve large credit card bills and other unsecured debts – all without upfront fees or the need for personal bankruptcy. Our dedicated expert team of caring financial consultants work one-on-one with clients to create a custom, confidential debt relief plan they can afford. Our low monthly payment options often leave our clients with more cash on hand to spend as needed.
Our Advantage:
> Personalized plans to fit your budget
> No upfront fees
> 6,000+ high satisfaction ratings on Trustpilot
> Better Business Bureau accredited with an A+ rating from 2019 - 2021
In 2019, The Baltimore Sun named ClearOne Advantage a 2019 Top Workplace, and our executive team took home the “Exemplary Leadership” award for their tireless commitment to growing and supporting our stellar team. The Baltimore Business Journal also recognized ClearOne Advantage as a “Best Place to Work” finalist.
ClearOne Advantage has also ranked as one of the nation’s fastest growing companies on the Inc. 5,000 list, and has ranked on Selling Power's '50 Best Company to Sell For' list every year since 2016.
