Customer Experience Agent/ Mon-Fri, 8:00 a.m. to 5:00

We are seeking a polished, relationship-driven professional to guide clients through every stage of a high-value transaction process with discretion, precision, and executive-level professionalism. This is a high-visibility role serving as a trusted advisor and brand ambassador for a nationally respected organization.

Key Responsibilities:

Act as the primary point of contact from initial engagement through final settlement.

Provide proactive, high-touch communication and anticipate client needs.

Ensure accurate documentation, contracts, and financial settlements.

Resolve complex or sensitive matters with sound judgment and professionalism.

Partner with internal teams to ensure a seamless client experience.

Oversee reconciliation and timely distribution of required documentation and proceeds.

Qualifications:

7+ years of experience in high-touch client services, relationship management, hospitality, financial services, or similar professional environments.

Exceptional written and verbal communication skills.

Strong attention to detail and ability to manage multiple priorities in deadline-driven settings.

Experience with CRM systems (Salesforce or similar) preferred.

High level of ownership, accountability, and professionalism.