Client Service Liaison

Pinnacle Recovery, Inc.

Carlsbad, CA

JOB DETAILS
SALARY
$29–$32
SKILLS
Analysis Skills, Communication Skills, Corporate Policies, Credit and Collections, Customer Relations, Customer Service Management, Customer Support/Service, Dental Insurance, Detail Oriented, Develop and Maintain Customers, Documentation, Financial Services, Follow Through, Identify Issues, Interpersonal Skills, Maintain Compliance, Mathematics, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Onboarding, Operational Support, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Quality Metrics, Record Keeping, Request for Information (RFI), Resolve Customer Issues, Sales Management, Team Player, Time Management, Vision Plan, Writing Skills
LOCATION
Carlsbad, CA
POSTED
11 days ago

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.

About the Company

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Pinnacle Recovery, Inc.