Client Happiness Associate

Earnest

. Act as a professional brand ambassador by promptly responding to client inquiries via chat, email, SMS, or phone .

Posted 10/6/2026full-timeRemote • United StatesJuniorMid-Level💰 $47,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer service and sales within the financial sector, with a strong focus on effective communication, problem-solving, and client relationship management. Proficient in loan processes and repayment options, ensuring a professional and empathetic approach to client interactions.

Highest-signal resume keywords

Customer Service ExperienceStrong Verbal And Written CommunicationTech-SavvyLoan Processing FamiliarityProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Basic Math CalculationsLoan SupportClient Record MaintenanceCross-SellingClient Inquiry Resolution

Soft Skills

EmpathyActive ListeningDe-EscalationProfessional ConductCollaboration

Tools & Technologies

MACClient SystemsInternal Tools

Industry Keywords

Student LendingBankingFinancial AidCall Center EnvironmentAccount Management

About the role

Key responsibilities & impact

Act as a professional brand ambassador by promptly responding to client inquiries via chat, email, SMS, or phone
Provide accurate information, resolve concerns, and offer repayment guidance with empathy and clarity
Identify, proactively promote, and cross-sell company products to eligible customers during servicing calls
Assist clients with payment arrangements and commitments
Encourage on-time payments, explain available relief options, and guide customers through necessary documentation and follow-ups
Collaborate with internal teams to address client needs
Educate customers on loan processes, repayment options, and company products
Maintain clear and professional records in client systems
Conduct research using internal and external tools
Coordinate with other departments to ensure timely and effective resolution
Report to the Servicing Supervisor of Client Happiness

Requirements

What you’ll need

At least 1 year of experience in customer service, sales, or collections
Strong verbal and written communication with a focus on de-escalation, client resolution, and professional conduct
A distraction-free environment consistently available to promote a professional, client-focused call environment
Tech-savvy; MAC preferred
Ability to perform basic math calculations for loan support and navigate business systems efficiently
Ability to listen actively, solve problems creatively, manage high call volumes under pressure, and work effectively both independently and within cross-functional teams
Experience in student lending, banking, or financial aid industries is an advantage
Background in call center environments or exposure to sales and/or account management roles is an advantage
Familiarity with loan processing and/or underwriting procedures is an advantage
Role based in the US

Benefits

Comp & perks

Health, Dental, & Vision benefits plus savings plans
Mac computers + work-from-home stipend to set up your home office
Monthly internet and phone reimbursement
Employee Stock Purchase Plan
Restricted Stock Units (RSUs)
401(k) plan to help you save for retirement plus a company match
Robust tuition reimbursement program
$1,000 travel perk on each Earnie-versary to anywhere in the world
Competitive days of annual PTO
Competitive parental leave
Employees are also eligible for performance-based bonuses