Client Services Associate - Remote

Overview

As a Client Services Expert at Forward Financing, you will support our Account Services, Sales, and Underwriting teams, providing exceptional service to our customers and partners.

In Short

• Collaborate with Account Services, Sales, and Underwriting teams.
• Handle inbound and outbound calls to customers and partners.
• Achieve and maintain service level agreements (SLAs).
• Participate in continuous improvement initiatives.
• Adapt to a fast-paced environment with a positive attitude.
• Provide gold standard support to clients.
• Engage in hands-on coaching for professional development.
• Meet departmental key performance indicators.
• Communicate effectively in various formats.
• Work in a supportive and collaborative culture.

Requirements

• Advanced English fluency.
• High school degree.
• Experience in customer support roles (preferred).
• Client-focused and service-oriented.
• Good listening skills and empathy.
• Excellent written and verbal communication skills.

Benefits

• Comprehensive benefits package including medical, dental, and vision.
• Flexible time-off policy.
• Paid parental leave.
• 401k match for US employees.
• Wellness reimbursement and volunteering days.
• Annual professional development budget.
• Charitable donation match.
• Workplace flexibility with Employee Choice policy.
• Opportunities for team bonding and celebrations.
• Commitment to diversity, equity, and inclusion.