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Other ClearPoint Services Available To You

ClearPoint Offers more than Credit Counseling and Debt Management Programs. All of our financial services are designed and tailored to help achieve financial goals for you and your family.

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About Us

Call Center Client Service Representative:
Los Angeles, CA

Client Service Representative - Call Center - Level 1
Los Angeles, CA
Non-Exempt Employee
October 28, 2009

Purpose and Objective

Provide premier, quality, customer service assistance in a call center environment using Solutions Focus Techniques. Identify financial issues and appropriately transfer client to a Financial Specialist or set up appropriate counseling appointment.

Essential Job Functions

  • Receives and handles incoming telephone calls from consumers, clients and creditors with expectations to meet call center answer rate goals (goal of 97% answer rate daily).
  • Educates prospective clients (consumers) regarding services of the company and identifies financial issues using solutions focus techniques.
  • Responsible for transferring client (if immediate telephone session) to appropriate Financial Specialist or sets up appropriate counseling session.
  • Acts as a customer service representative for existing clients assisting in updating balances, setting up review appointments with the Financial Specialist, or providing general information.
  • Other duties as assigned

Knowledge, Skills & Abilities Required

  • Previous experience or a general understanding of a call center environment
  • Excellent customer service, communication, and organizational skills
  • Excellent listening skills. Must possess the ability to connect with the client, reassuring them, and offering assistance in helping them seek appropriate financial solutions
  • Ability to adhere to schedule compliance and receptive to accommodating scheduling needs
  • Strong computer skills with the ability to navigate throughout the database
  • Strong team player with a positive attitude
  • Ability to endure a fast pace environment

Call us today at 877-422-9045
In Our Clients Words

It hasn't been easy working through this debt management plan, but every step of the way Linda has been wonderfully supportive. I think she celebrates each paid off account as much as I do! It feels great and what has made it even better is how compassionate and supportive Linda has been.
- J.O.

ClearPoint Financial Solutions