Client Service Liaison at Pinnacle Recovery, Inc.
Carlsbad, California, United States -
Full Time


Start Date

Immediate

Expiry Date

26 Aug, 26

Salary

32.0

Posted On

28 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Services, Account Management, Collections, Written Communication, Verbal Communication, Interpersonal Communication, Attention To Detail, Problem Solving, Critical Thinking, Analytical Skills, Microsoft Word, Microsoft Excel, Microsoft Outlook, Time Management, Organization, Account Research

Industry

Financial Services

Description
Client Service Liaison We are seeking a proactive, detail-oriented Client Service Liaison to support clients and internal teams in a fast-paced collections environment. This role serves as a primary point of contact for client communication, account-related inquiries, and day-to-day operational support. The ideal candidate is organized, professional, and capable of managing multiple priorities while maintaining accuracy, responsiveness, and sound judgment. Success in this position requires strong communication and problem-solving skills, a strong sense of accountability and follow-through, and the ability to review account information, identify issues, and coordinate timely resolutions. Key Responsibilities * Serve as a primary point of contact for clients by phone and email. * Maintain strong client relationships by responding to inquiries, resolving account-related issues, and providing timely follow-up. * Support internal collection associates by addressing account inquiries and coordinating requests for client information. * Review account history, documentation, and prior correspondence to research concerns and determine appropriate next steps. * Coordinate with internal departments to address client needs and help resolve open items efficiently. * Maintain accurate records of client communications, account activity, findings, and resolutions. * Assist with onboarding new clients and setting up account placements. * Manage a high volume of emails, support tickets and related tasks while meeting deadlines and quality standards. * Support process improvements and help maintain compliance with company policies and client requirements. * Escalate complex or sensitive matters appropriately. Required Skills and Qualifications * Three or more years of experience in client services, customer service, account management, collections, or a related field. * Strong written, verbal, and interpersonal communication skills. * Excellent attention to detail and the ability to maintain accuracy in a high-volume environment. * Demonstrate problem-solving, critical thinking, and analytical skills. * Ability to work independently, manage competing priorities, and collaborate effectively with internal teams. * Professional demeanor and the ability to build strong client relationships. * Proficiency in Microsoft Office applications, including Word, Excel, and Outlook. * Basic math skills and comfort working with account-related information. * Strong organizational skills, time management, accountability, and follow-through. * Experience in collections, financial services, or the timeshare industry is a plus. Benefits * Paid training * Medical, dental, and vision insurance * Life insurance * Flexible spending account * 401(k) with company match * Paid sick leave and vacation time * Monthly catered lunch * Casual dress code * Positive and team-oriented company culture * Professional development and career growth opportunities Pay $29-$32/hr + Commission Equal Opportunity All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, disability, veteran’s status, sexual orientation, or gender identity.
Responsibilities
Acts as the primary point of contact for clients to resolve account inquiries and maintain strong professional relationships. Coordinates with internal teams to research account history and ensure timely resolution of open items in a collections environment.
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