Customer Relationship Process Specialist (Franklin)

Title: Customer Relationship Process SpecialistDepartment: Relationship Management TeamIs this the role you are looking for If so read on for more details, and make sure to apply today.Location: Franklin, TN (In-Office)Schedule: Monday - Thursday 9:00 AM 5:00 PM, Friday 9:00 AM 3:00 PMJoin a Culture Like No Other!Are you ready to be part of a team that values collaboration, growth, and creating exceptional experiences for clients? At Wesley Financial Group, were more than just a workplace were a community that thrives on innovation, support, and making a difference.Were looking for a Customer Relationship Process Specialist to 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.Why Youll Love Working Here:Comprehensive Benefits: Medical, Dental, and Vision Insurance.Secure Your Future: 401K with a generous company match.Time to Recharge: Generous PTO start accruing from day one!Balanced Schedule: 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.Growth & Coaching: Learn from industry professionals committed to your success.Diverse & Inclusive: We embrace what makes each team member unique!Your Role:Manage both existing and new client files collaboratively within the teamEnsure timely submission of clients for release with accurate documentationServe as the main point of contact for clients, facilitating clear communication and setting expectationsHandle challenging client situations with strongde-escalation skillsNegotiate effectively with clients and other contacts to achieve optimal outcomesManage a live call queue and team email inbox with responsiveness and professionalismMaintain thorough, accurate client records in SalesforceDeliver exit packages promptly and with attention to detailRespond to emails, calls, and client feedback within 24 hoursMaintain consistent professional communication via phone, email, and mailKey Skills and Proficiencies:Provennegotiation and conflict resolution skillsStrongde-escalation and problem-solving abilitiesResults driven and outcome focusedExcellent written and verbal communication skillsExceptional interpersonal skills and professionalismAbility to work independently and within a teamStrong time management and multi-tasking abilitiesFlexibility and adaptability in a fast-paced environmentHigh attention to detail and accuracyAbility to prioritize tasks and delegate when appropriateProficiency with Salesforce, Excel, Google Sheets, and G SuitePrior customer service experience is required minimum of 2 yrs.Ready to Make a Difference?This is more than just a job its your chance to be part of something meaningful, in a workplace that values your unique talents and fosters your professional growth.Apply now and discover what makes Wesley Financial Group truly stand out. We cant wait to welcome you to the team! xijylhu Please remember to check both your inbox and spam folders for all application and interview-related communications after you apply.Location: Franklin, TN (In-Office) Schedule: Monday - Thursday 9:00 AM 5:00 PM, Friday 9:00 AM 3:00 PMCompensation details: 50000 Yearly SalaryPI1a0ea227c9ad-38

Created: 2026-01-12