Client Relations Specialist

4 months ago


Richmond, United States CapCenter Full time

CapCenter is seeking a Client Relations Specialist to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a client-centric philosophy. This is a high growth role that we actively promote into operations and sales opportunities. 


In the Client Relations Specialist role, you’ll be the initial point of contact for CapCenter prospects who are considering CapCenter’s suite of services. Client Relations Specialist respond to inbound inquiries to quickly and accurately identify which leads are qualified CapCenter prospects. Client Relations Specialists understand each inquiry’s unique situation and financial goals, so that the most appropriate business unit can help them to the finish line. 


Here’s what you’ll need to know about the role, our team, and what it takes to succeed at CapCenter. 


You will  

In your first 30 days, you will: 

  • Secure an NMLS license (we’ll sponsor it) 
  • Become a subject matter expert on our multiple service lines 
  • Complete our introductory Consultative Sales training course 
  • Get hands-on training in our CRM 

In your first 90 days, you will: 

  • Convert sales qualified leads to our Refi, Purchase, and Real Estate teams.  
  • Get exposure to our different lead channels and learn how to best drive quality business 
  • Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching 
  • Complete a self-assessment to build a blueprint for career progression at CapCenter 


You are 

  • A critical thinker: we’re happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems.  
  • A communicator: most Americans buy less than five homes in their life – it's critical that you build trust, distill complex financial concepts simply, and listen actively. 
  • Self-aware: you’re looking for an opportunity to develop your strengths and weaknesses 
  • Driven to help others: you want to do good 
  • Ambitious: you want to do well 
  • A college graduate with a bachelor's degree 


We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems. 

 

You’ll get 

  • NMLS Certification 
  • Competitive salary, variable pay & annual bonus 
  • 401k (with matching), health, dental, & vision 
  • Training to learn the home-ownership experience back to front.  
  • To participate in cross-functional collaboration that fosters lateral and vertical career growth 
  • The opportunity to help people through one of the most stressful and important transactions of their lives.

 

Our culture is growth oriented. Past Client Relations Specialists have been promoted into sales, operations, team lead, and market management roles. 



  • richmond, United States CapCenter Full time

    CapCenter is seeking a Client Relations Specialist to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a client-centric philosophy. This is a high growth role that we actively promote into operations and sales opportunities. In the Client Relations...


  • Richmond, Virginia, United States Universal Energy Solutions Full time

    Overview:Universal Energy Solutions is a distinguished organization in the energy sector, dedicated to offering eco-friendly energy alternatives. We are on the lookout for a committed and customer-focused Client Relations Specialist to become part of our dynamic team. In this role, you will serve as the main contact for our esteemed clients, ensuring their...


  • Richmond, Virginia, United States H.J. Holtz & Son Full time

    Job OverviewAre you a personable and supportive individual who enjoys assisting others?Do you excel in communication and create a welcoming atmosphere?If so, we invite you to consider an exciting opportunity as a Client Relations Specialist at H.J. Holtz & Son, a well-established and innovative residential painting contractor.Position Summary: The Client...


  • Richmond, Virginia, United States Quality Talent Group Full time

    About the RoleAs a Client Relations Specialist at Quality Talent Group, you will play a pivotal role in fostering trust and satisfaction among our clientele. We pride ourselves on being a leader in the industry, dedicated to providing exceptional service and support. Our organization is recognized for its commitment to quality and customer care, operating...


  • Richmond, United States CapCenter Full time

    CapCenter is seeking a Client Relations Specialist to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a client-centric philosophy. This is a high growth role that we actively promote into operations and sales opportunities. In the Client Relations...


  • Richmond, Texas, United States Penn Foster Inc Full time

    Company Overview:Penn Foster Inc. is a leading provider of online education and training solutions, dedicated to empowering individuals through accessible and affordable learning opportunities.Position Summary:The role of the Client Relations Specialist is crucial in ensuring a seamless experience for our customers. The primary responsibility is to manage...


  • Richmond, Virginia, United States The MGN Foundation Full time

    We are looking for dedicated individuals with outstanding interpersonal skills for full-time positions as Client Relations Specialists and Relationship Management Trainees. This entry-level opportunity is not situated in a call center environment. We highly encourage applicants with backgrounds in hospitality, food service, or retail to consider this...


  • Richmond, Virginia, United States The MGN Foundation Full time

    We are looking for dedicated individuals with outstanding interpersonal skills for full-time positions as Client Relations Specialists and Customer Engagement Associates. This entry-level opportunity is distinct from a traditional call center setting. We highly encourage applicants with backgrounds in hospitality, retail, or service industries to consider...


  • Richmond, Virginia, United States HomeTeam Pest Defense Full time

    Position Overview:At HomeTeam Pest Defense, we prioritize our customers. We ensure that our team members are equipped with the necessary tools, support, and training to provide an exceptional experience to every client. Our welcoming and supportive work atmosphere recognizes and rewards outstanding performance. If you take pride in exceeding customer...


  • Richmond, Virginia, United States CapCenter Full time

    About the RoleCapCenter is seeking a highly skilled Client Relations Specialist to join our team. As a key member of our organization, you will play a critical role in helping us achieve our mission of simplifying the homeownership journey.In this role, you will be the initial point of contact for CapCenter prospects, responding to inbound inquiries and...


  • Richmond, Virginia, United States Trustpoint Full time

    Trustpoint.One is currently seeking a Junior Client Relations Specialist who is detail-oriented, proactive, and collaborative. The Junior Client Relations Specialist will be tasked with effectively managing communications with legal firms and claimants, ensuring a professional approach while conducting thorough reviews of documentation to deliver exceptional...


  • Richmond, Virginia, United States DOSWELL OPERATING GROUP Full time

    Job OverviewLocationRemoteEmployment TypeFull TimeEducation RequirementHigh School DiplomaTravel RequirementNoneWork ScheduleDay ShiftJob CategoryCustomer SupportPosition SummaryWho We Are Looking For:We are in search of individuals who excel in delivering outstanding customer service. As a Client Relations Specialist, you will be instrumental in overseeing...


  • Richmond, Virginia, United States DOSWELL OPERATING GROUP Full time

    Job OverviewLocationRemoteEmployment TypeFull TimeEducation RequirementHigh School DiplomaTravel RequirementNoneWork ScheduleDay ShiftJob CategoryCustomer SupportPosition SummaryWho We Are Looking For:We are seeking individuals who excel in delivering outstanding customer service. As a Client Relations Specialist, you will be instrumental in managing various...


  • Richmond, Virginia, United States Sky's The Limit Marketing, Inc. Full time

    Job OverviewAre you ready to embark on a rewarding career with a dynamic organization? At Sky's The Limit Marketing, Inc., we specialize in partnering with non-profit entities to create impactful outreach initiatives. We are in search of enthusiastic and goal-oriented individuals to enhance our client relations team.As one of the leading promotional...


  • Richmond, Virginia, United States Banfield Full time

    Job OverviewThe Client Service Coordinator (CSC) plays a pivotal role in managing the experience of clients and their pets within the veterinary practice. This position is essential in ensuring that the veterinary team operates efficiently while providing a welcoming and supportive environment for all clients.Key Responsibilities1. **Client Engagement**:...


  • Richmond, Virginia, United States Ichgcp Full time

    Customer Support SpecialistIchgcpLocation: RemoteJob OverviewIn this role, you will receive guidance and mentorship to cultivate the essential skills and foundational knowledge required to assist clients effectively.Key ResponsibilitiesReceive training to offer daily assistance and direction to clients.Acquire the technical competencies necessary to address...


  • Richmond, Virginia, United States City of Richmond VA Full time

    Position OverviewThe City of Richmond VA is in search of a dedicated professional to join our team as a Customer Service Specialist. This role is essential in delivering exceptional front-line support and assistance to our citizens.Key ResponsibilitiesProvide comprehensive customer service to residents and stakeholders.Assist with inquiries related to city...


  • Richmond, Virginia, United States A&H Management Full time

    OverviewA&H Management is in search of individuals with a strong foundation in **Sales** and **Client Support** to enhance our workforce. We are aiming to recruit 4-5 new **Client Support Specialists** to contribute to our mission. If you possess experience in **client support, sales, or similar domains**, we welcome you to consider this opportunity with...


  • Richmond, Virginia, United States A&H Management Full time

    Position Overview:The Customer Engagement Specialist at A&H Management plays a vital role in fostering relationships with clients by providing detailed information about our offerings. This position involves addressing customer inquiries and facilitating the enrollment process effectively. A successful candidate will excel in building connections with...


  • Richmond, Virginia, United States City of Richmond, VA Full time

    Job Overview:The City of Richmond is actively looking for a Customer Service Specialist to be part of the Department of Finance. This role is essential in delivering top-notch customer service, assisting citizens, and managing revenue processing related to municipal services. The successful candidate will possess a solid foundation in customer service and...