Part-time Customer Success Specialist

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