Client Support Rep
Title:Customer/Client Advocacy SpecialistDepartment:Relationship Management Team
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Franklin, TN (In-Office)
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 aCustomer/Client AdvocacySpecialistto 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.
Comprehensive Benefits:Medical, Dental, and Vision Insurance.
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.
In this role, you'll serve as the primary point of contact for Wesley Financial Group clients — owning the relationship from start to finish. Be the client's go-to— Serve as the main point of contact, setting clear expectations and keeping communication flowing at every stage
Maintain spotless records in Salesforce— Log every interaction and update client files with thoroughness and accuracy
Collaborate on client files— Work closely with your team to manage both new and existing client accounts
Communicate consistently across every channel— Uphold a professional, polished tone whether you're on the phone, writing an email, or sending mail
Excellent communication skills— Clear, professional, and confident in both writing and conversation
Flexibility for a fast-paced environment— You adapt easily when plans shift and new challenges pop up
Proficiency with Salesforce, Excel, Google Sheets, and Google Workspace
A minimum of 2 years of customer service experience— this is required
Apply now and discover what makes Wesley Financial Group truly stand out. Please remember to check both your inbox and spam folders for all application and interview-related communications after you apply.
Franklin, TN (In-Office) Schedule: Monday - Thursday 9:00 AM – 5:00 PM, Friday 9:00 AM – 3:00 PM