To Apply for this Job Click Here
Lakeshore Talent is currently seeking a Customer Success Team Member for our client in Greenwood Village, CO. You’ll be part of a collaborative, mission-driven team that values ethics, professionalism, and inclusivity while helping financial professionals achieve their certification and career goals.
This role is ideal for someone who thrives in a professional, service-oriented environment and enjoys helping others navigate educational programs and membership services.
- Location: Greenwood Village, CO — onsite for training, with possible remote flexibility afterward.
- Pay: $24-$26.50/hr
- Hours: Approximately 20 hours/week (tentatively 10 AM–3 PM, Monday–Thursday; occasional Friday coverage).
- Job Type: Anticipated to be a temporary position December-March
- Parking: Onsite parking available.
- Start Date: Targeting early December (potential for earlier start).
What You’ll Do
-
Provide friendly, knowledgeable support to members and certification candidates via phone, email, and chat.
-
Respond to inquiries about membership, certification programs, conferences, marketing materials, and continuing education.
-
Direct escalated requests to the appropriate internal departments or staff.
-
Assist with certification renewal and new member outreach campaigns.
-
Support marketing and conference-related outreach efforts.
-
Process and distribute mail and eFax communications as needed.
-
Update member and certificant records in the database.
-
Collaborate with IT and other departments to resolve system or account issues.
What We’re Looking For
-
2+ years of customer service or administrative experience in a professional environment.
-
Excellent verbal and written communication skills.
-
Strong problem-solving abilities and a pleasant, professional demeanor.
-
Proficiency with Microsoft Office Suite.
-
Experience with Salesforce or similar CRM systems is a plus (training provided).
-
High attention to detail and strong organizational skills.
-
Background check and reference verification required.