Job Description
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: Temporary 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.
Job Tags
Temporary work, Part time, Work at office, Remote work,