Customer Success Specialist

Ready to elevate your customer service career while supporting high-achieving financial professionals? We’re seeking a dedicated Customer Success Specialist to join a dynamic team that empowers financial advisors and wealth managers through advanced certifications and training. You’ll play a vital role in delivering exceptional support to members participating in specialized programs like CIMA®, CPWA®, and RMA®. Enjoy competitive pay ranging from $24 to $26.50 an hour and the opportunity to work remotely after a brief in-office training period. What You’ll Bring: Outstanding customer service skills with a professional, friendly demeanor Proficiency in Microsoft Office Suite, with strong verbal and written communication Ability to troubleshoot system issues and handle inquiries efficiently Experience in Salesforce or similar databases is a plus (training provided) Nice to Have: Prior experience in membership or certification support Comfort with making outbound calls for certification renewals and marketing campaigns Familiarity with administrative tasks such as record maintenance and mail processing Preferred Education & Experience: High school diploma or equivalent; college degree preferred Previous experience in customer support or related roles is advantageous Additional Requirements: Ability to pass a background check and provide references Willingness to assist with occasional clerical tasks, including mailing and system troubleshooting Secure your spot in a collaborative, forward-thinking environment that values professionalism and ongoing development #J-18808-Ljbffr Lakeshore Talent