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3 results for Customer Experience Specialist in Waller, TX

Customer Experience Specialist

Houston, TX
onsite
Temporary / Contract
19 - 22 USD / Hourly
We are looking for a Customer Experience Specialist to support customers with a wide range of mortgage-related questions in a fast-paced call center setting in Houston, Texas. This Long-term Contract position is ideal for someone who communicates with confidence, adapts quickly to new tools, and can provide thoughtful service while addressing payment concerns and early-stage delinquency matters. The role includes both inbound and outbound customer interactions and requires comfort working across several platforms to resolve issues efficiently. Responsibilities: • Handle a high volume of incoming and outgoing calls related to mortgage servicing, account support, and customer follow-up. • Assist customers with questions involving escrow, property tax matters, payment activity, and refinance-related information. • Support clients with early-stage past-due accounts, including outreach on delinquencies up to 60 days while maintaining a service-focused approach. • Navigate multiple internal applications and AI-enabled resources to research accounts, document interactions, and deliver accurate resolutions. • Respond to customer concerns professionally through phone and email communication when appropriate. • Clarify account details, explain available options, and guide customers through next steps based on company policies and procedures. • Participate in training, coaching, and post-training support to build product knowledge and strengthen call handling performance. • Follow assigned scheduling expectations, including periodic rotational Saturday coverage with compensatory time provided.
2026-07-09T00:00:00Z

Customer Service Representative

Houston, TX
onsite
Temporary to Hire
18 - 21 USD / Hourly
We are looking for a Customer Service Representative to support customers with account inquiries, service requests, and billing-related questions in Houston, Texas. This contract opportunity has the potential to become permanent and is ideal for someone who enjoys helping people, communicating clearly, and managing detailed customer information in a fast-paced setting. The person in this role will serve as a key point of contact, ensuring customers receive accurate guidance while service issues are addressed promptly and professionally. Responsibilities: • Assist customers with setting up new accounts, transferring service, and arranging service suspension or restoration as needed. • Respond to questions about rates, charges, and service guidelines by providing clear and courteous explanations. • Review account concerns related to billing, usage changes, and meter activity to identify issues and support resolution. • Work closely with field personnel to schedule and follow up on service requests, meter-related activity, and assigned work orders. • Update and maintain customer records in the billing system with a high level of accuracy and completeness. • Accept payments, document account activity, and help customers understand available payment arrangement options when applicable. • Communicate important service-related updates, including planned interruptions, meter work, and policy changes. • Address customer concerns professionally, de-escalate challenging situations, and route complex matters to the appropriate team when necessary. • Follow established procedures, service standards, and applicable regulations in all customer interactions and account handling.
2026-07-09T00:00:00Z

Client Services Associate

Houston, TX
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
Our client is looking for a Client Services Assistant with relevant experience to support a wealth management team in Houston, Texas. This position is ideal for someone who brings strong financial services experience, communicates confidently with high-net-worth clients, and thrives in a deadline-driven environment. The successful candidate will play a key role in maintaining service quality, coordinating account-related activities, and ensuring day-to-day operations run smoothly. Responsibilities:• Serve as a primary point of contact for client service inquiries, delivering timely and attentive support to high-net-worth individuals and internal partners.• Coordinate account documentation, service requests, and follow-up activities to help ensure accurate processing and a seamless client experience.• Maintain detailed records and update client information within Salesforce and other internal systems to support organized and compliant workflows.• Prepare, review, and track reports, spreadsheets, and service-related materials using Microsoft Excel and related office tools.• Partner with advisors and operations staff to manage priorities, resolve issues, and keep client deliverables on schedule.• Monitor deadlines across multiple service activities, ensuring items are completed thoroughly, accurately, and on time.• Support wealth management and advisory service processes by assisting with administrative and operational tasks tied to client accounts.
2026-06-10T00:00:00Z