Client Care Coordinator
Location
United States
Posted
5 days ago
Salary
Not specified
Job Description
The Opportunity
We are a mission-driven investigations and recovery firm specializing in returning unclaimed assets to rightful owners across North America. We reconnect families and individuals with long-lost funds—money that can support education, housing, or a new beginning.
This is a high-volume, sales-driven role that requires a unique blend of "hustle" and "education." You aren't just selling a service; you are educating skeptical individuals on the reality of unclaimed property laws and the legitimacy of their own assets.
About the Role
As a Client Care Specialist, you are the first point of contact for people who often believe our service is "too good to be true." Your job is to pivot from a cold outreach to an educational deep-dive, helping potential clients understand the legal framework of asset recovery.
The "Educator" Mindset:
Because unclaimed funds are a niche industry, you will encounter significant skepticism. You must be prepared to:
- Overcome Obstacles: Handle "no's" and questions about legitimacy with professional poise.
- Explain the System: We will provide full training on the U.S. Unclaimed Funds process, the Better Business Bureau (BBB), and state regulations. Even if you are unfamiliar with these U.S. systems now, you must be a fast learner who can explain them clearly to others to build trust.
- Lead with Facts: You will use our Better Business Bureau (BBB) rating and legal documentation to educate the public on why we are a trusted partner in their recovery.
Key Responsibilities
- Strategic Outreach: Initiate outreach via phone, email, text, or mail to qualify and capture leads.
- Client Education: Clearly explain the unclaimed property recovery process, our service structure, and why these assets exist in the first place.
- Document Guidance: Guide clients through the technicalities of completing and submitting required legal agreements.
- Follow-up Excellence: Maintain a consistent, relentless communication loop to move prospects from "skeptical" to "signed."
- CRM Management: Log all activity and insights accurately in Salesforce.
Job Requirements
- Sales DNA: Experience in sales, collections, or results-driven client support where you are comfortable with commission-heavy structures.
- Grit & Resilience: A proven ability to overcome frequent rejection and the persistence to educate a client until they understand the value.
- Trust-Building Skills: The ability to sound authoritative yet empathetic over the phone.
- Technical Setup: High-speed internet, a personal laptop, and a quiet, professional home workspace.
- Hours: Total commitment to working U.S. Eastern Time business hours.
Benefits
- Base Pay plus commission based on each completed and qualifying Claimant Agreement.
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