Client Relationship Specialist

2 weeks ago

Healdsburg, California, United States Klassic Recruitng Full time

Overview


Klassic Recruiting is partnering with SoFi to find Client Relationship Specialists in Healdsburg, CA. This role offers an exciting opportunity to work with a forward-thinking technology company that is transforming financial services with innovative loan products and investment tools.


Estimated Salary: $60,000 - $80,000 per year


Job Description


The Client Relationship Specialist plays a vital role in building relationships with our applicant and borrower base. As a key member of the Frontline Team, you will make outbound contact to members who contact SoFi, provide Operations support to the Business Development team, resolve member dissatisfaction, and act as a rapid response unit for special projects as assigned.


Key Responsibilities:



  • Respond to applicants' inbound inquiries via phone, Secure Chat, and email regarding SoFi products.
  • Provide world-class customer service through First Call Resolution.
  • Document every correspondence with applicants and borrowers clearly and concisely.
  • Perform outbound outreach to applicants and work with the applicant and the operations team to successfully move applications through the sales process to funding.
  • Request and secure required documentation according to documented company procedures.
  • Participate in outbound Marketing Campaigns.
  • Perform audits to ensure data provided by applicants at submission is accurate and meets SOFI specifications pursuant to SOPs.
  • Manage correspondence via Desk & Secure Chat.
  • Deliver timely, accurate, and actionable information to SoFi Teams as appropriate.
  • Improve upon and refine sales and customer service knowledge and techniques through ongoing training.
  • Strong ability to overcome objections, deescalate inquiries, and be genuinely empathetic in conversation with Members.
  • Take ownership of resolving member inquiries and attempt to foresee causes of additional inquiries.
  • Share insights with management regarding the root causes of Member inquiries, concerns, and complaints, advocating on our members' behalf to improve our products, operations, and policies.

Requirements



  • Professional demeanor and strong work ethic.
  • Previous experience in financial services/sales and/or experience in a contact center preferred.
  • Strong verbal and written communication skills.
  • Ability to build positive working relationships with SoFi applicants, members, and team.
  • Advanced computer skills with solid proficiency in Microsoft Office Suite, Databases, and Web.
  • Ability to exhibit grace under pressure while navigating complex work assignments/situations efficiently and effectively.
  • Ability to meet critical deadlines in dynamic, rapidly changing environments.
  • Self-motivated, resourceful, productive on teams as well as independent work.
  • Able to move between projects/duties quickly and efficiently with excellent organizational and time management skills.
  • Ability to work evenings, nights, and weekend days and overtime.
  • Experience handling high-volume transactions.
  • Track record of successful high-impact decision making.
  • High school or equivalent education.
  • Call Center experience: 2 years.
  • Customer Service experience: 2 years.
  • Financial Services experience: 2 years.

  • Financial Services Professional

    5 days ago

    Healdsburg, California, United States Edward Jones Full time

    We are seeking a talented Financial Services Professional to join our team at Edward Jones. As a Client Relationship Expert, you will play a critical role in building and maintaining strong relationships with our clients.Your primary responsibility will be to provide exceptional service to our clients, understanding their financial goals and objectives, and...

  • Production Line Specialist

    2 weeks ago

    Healdsburg, California, United States Tekberry Full time

    We are seeking a skilled Production Line Specialist to work on-site with our client, a top-tier company, in a challenging and dynamic environment. This role involves assembling mechanical units, fabricated parts, and/or electrical/electronic systems using hand tools, power tools, and miscellaneous equipment. ResponsibilitiesOperate and maintain stations to...

  • Travel Nurse RN Specialist

    2 days ago

    Healdsburg, California, United States HONESTLOVE GLOBAL PROFESSIONAL STAFFING Full time

    Job OverviewHONESTLOVE GLOBAL PROFESSIONAL STAFFING is a leading provider of travel nursing services, seeking experienced Infection Control specialists to join our team.About the JobThis exciting opportunity involves working as an Infection Control specialist at a hospital in Healdsburg, California. The position requires 13 weeks of commitment, with a...

  • Critical Care Nurse Specialist

    5 days ago

    Healdsburg, California, United States OneStaff Medical Full time

    Job Title: Critical Care Nurse SpecialistAbout the Job:We are seeking a skilled and dedicated Critical Care Nurse Specialist to join our team in Healdsburg, California. As a critical care nurse specialist, you will be responsible for providing high-quality patient care in a fast-paced emergency department environment.Salary and Benefits:The salary for this...

  • Nurse Specialist Emergency Room Assignment Opportunity

    6 days ago

    Healdsburg, California, United States Anders Group Full time

    Nurse Specialist Emergency Room Assignment OpportunityAnders Group is a Joint Commission accredited travel nursing agency committed to delivering exceptional customer service and building strong relationships with our clinicians.We have an exciting opportunity for a Nurse Specialist to join our team in HEALDSBURG, CA. This 13-week contract assignment offers...

  • Mobile Healthcare Professional

    5 days ago

    Healdsburg, California, United States Tact Staff Full time

    We are seeking a skilled Mobile Healthcare Professional to join our team as an Infection Control Specialist. This role will involve providing expert care and guidance in infection control practices within various healthcare settings.About the JobAs a Mobile Healthcare Professional, you will be responsible for working with healthcare facilities to implement...

  • Senior Travel Nurse Specialist

    7 days ago

    Healdsburg, California, United States Assured Nursing Full time

    Job OverviewWe are currently seeking a highly skilled travel nurse specialist to fill an exciting Infection Control position in Healdsburg, California.Job SummaryThis is a 13-week contract opportunity with a reputable healthcare organization. As a Senior Travel Nurse Specialist, you will be responsible for providing top-notch patient care while working...

  • Travel Nurse RN Specialist

    3 days ago

    Healdsburg, California, United States Skyline Med Staff Nursing Full time

    Job OverviewSkyline Med Staff Nursing is seeking a skilled travel nurse to fill a 13-week position in Infection Control at one of our partner facilities in Healdsburg, California.About the RoleThis full-time opportunity offers an estimated salary range of $130,000 - $160,000 per year, depending on experience. As a travel nurse, you will work 40 hours per...

  • Critical Care Nurse Specialist

    1 day ago

    Healdsburg, California, United States Anders Group Full time

    Anders Group is a respected staffing agency that values its relationship with healthcare professionals. We are currently seeking a skilled travel nurse RN Infection Control to join our team in Healdsburg, California.About the JobWe offer a rewarding assignment as a Registered Nurse - Infection Prevention at Providence Healdsburg District Hospital. This...

  • Long Term Educational Support Specialist

    1 day ago

    Healdsburg, California, United States Healdsburg Unified Full time

    Job Title: Long Term Educational Support SpecialistAbout Us:Healdsburg Unified School District is a small, close-knit community where students, families, and staff know each other personally. We remain committed to our small-town feel and quality educational program while preparing our students for the 21st century.Our Vision:We aim to create an inspiring...

  • Registered Nurse

    2 days ago

    Healdsburg, California, United States Nuwest Group Full time

    Job OverviewNuWest GroupWe have an exciting assignment for a Registered Nurse - Infection Prevention Specialist in Healdsburg, CA. As part of our team at a renowned facility, you will be working 5x8 days.Compensation PackageOur compensation package includes a competitive salary range of $2233.07 - $2627.14 per week, ensuring that your skills are valued and...

  • Travel Nurse RN

    3 days ago

    Healdsburg, California, United States Ardor Health Solutions Full time

    Job OverviewArdor Health Solutions is seeking a highly skilled Travel Nurse RN to join our team in Healdsburg, California.Key ResponsibilitiesProvide high-quality patient care as an Infection Control specialist in a hospital setting.Develop and implement effective infection control measures to prevent the spread of diseases.Collaborate with healthcare teams...

  • Healthcare Professional Infection Control Specialist

    1 day ago

    Healdsburg, California, United States Anders Group Full time

    Job OverviewWe are seeking a skilled Travel Nurse RN Infection Control professional to join our team at Providence Healdsburg District Hospital.About the RoleThis 13-week assignment offers a rewarding opportunity to work in Infection Control, providing exceptional patient care and contributing to the hospital's commitment to excellence.Key...

  • Accounts Payable/Receivable Specialist: Financial Operations Professional

    6 days ago

    Healdsburg, California, United States Enso Village Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Accounts Payable/Receivable Specialist to join our finance team at Enso Village. This role plays a key part in managing accounts payable and receivable functions, ensuring timely and accurate payments to vendors and billing/collections from residents.Key ResponsibilitiesVendor Management &...

  • Therapy Specialist

    4 days ago

    Healdsburg, California, United States Soliant Full time

    Job OverviewWe are seeking an Occupational Therapist to provide high-quality services in the Healdsburg area. The successful candidate will work with clients to improve their daily living skills and achieve personal goals.Key ResponsibilitiesAssess client needs and develop personalized treatment plansImplement therapeutic interventions to enhance clients'...

  • Senior Financial Services Coordinator

    7 days ago

    Healdsburg, California, United States Edward Jones Full time

    At Edward Jones, we value individuality and a human-centered approach to achieve positive impact.About the RoleWe are seeking a highly skilled Branch Office Administrator (BOA) to join our team. As a BOA, you will play a critical role in helping clients achieve their long-term financial goals. This is an exciting opportunity to work with a talented team of...

  • Traveling Healthcare Professional Infection Control RN

    5 days ago

    Healdsburg, California, United States Edgemont Healthcare Staffing Full time

    Edgemont Healthcare Staffing is a global leader in staffing solutions for healthcare organizations.About the RoleSpecialty: Infection ControlDiscipline: RNWe are seeking a qualified Registered Nurse to join our team as an Infection Control Specialist. As part of our dynamic team, you will play a crucial role in ensuring the highest standards of patient care...

  • Travel Nurse RN Position in Healdsburg

    4 days ago

    Healdsburg, California, United States LanceSoft Full time

    About the RoleWe are seeking a skilled travel nurse to join our team in Healdsburg, California.As a travel nurse with LanceSoft, you will have the opportunity to work in a dynamic and challenging environment while experiencing new places and cultures.Estimated Salary: $150,000 - $180,000 per yearResponsibilitiesProvide high-quality patient care in the...

  • Caregiver Support Specialist

    5 days ago

    Healdsburg, California, United States Redwood Family Care Network Full time

    Support Individuals with Developmental DisabilitiesWe are seeking a compassionate Direct Support Professional to join our team at Redwood Family Care Network. As a key member of our care team, you will play a vital role in providing support and services to individuals with developmental disabilities.About the Role:Assist clients with daily routines,...

  • Therapeutic Intervention Specialist

    6 days ago

    Healdsburg, California, United States Soliant Full time

    Occupational Therapist Role OverviewOverviewSoliant Health is seeking a dedicated Occupational Therapist to work in Healdsburg, CA. This position involves assessing and treating individuals with physical, emotional, or developmental challenges to help them achieve independence in daily life activities.ResponsibilitiesAssess clients' functional abilities and...