Bilingual Client Services Representative
DestinyOne Financial Group, Houston, TX, United States
Exceptional Client Service
Bridge language barriers and build meaningful relationships with our diverse community of athletes, coaches, educators, and entrepreneurs. Provide exceptional service in both English and Spanish.
Key Requirements
Customer Service Skills
Problem Resolution
Position Overview
We are seeking a passionate Bilingual Client Services Representative to join our team and serve as the primary point of contact for our diverse client base. You will provide exceptional support to young athletes, coaches, educators, and entrepreneurs in both English and Spanish, ensuring every client feels valued and understood.
Responsibilities:
Provide exceptional customer service in both English and Spanish via phone, email, and chat
Handle client inquiries regarding financial services, insurance, and tax matters
Schedule appointments and coordinate between clients and advisors
Maintain accurate client records and update information systems
Resolve client issues and escalate complex matters appropriately
Support onboarding process for new clients
Qualifications:
Fluent in both English and Spanish (written and verbal)
2+ years of customer service experience
Excellent communication and interpersonal skills
Proficient with computer systems and CRM software
Strong problem-solving and multitasking abilities
What We Offer:
Competitive salary with performance-based incentives
Comprehensive health and wellness benefits
Professional development and language skill enhancement opportunities
Opportunity to work with exciting clients from diverse backgrounds
#J-18808-Ljbffr
Bridge language barriers and build meaningful relationships with our diverse community of athletes, coaches, educators, and entrepreneurs. Provide exceptional service in both English and Spanish.
Key Requirements
Customer Service Skills
Problem Resolution
Position Overview
We are seeking a passionate Bilingual Client Services Representative to join our team and serve as the primary point of contact for our diverse client base. You will provide exceptional support to young athletes, coaches, educators, and entrepreneurs in both English and Spanish, ensuring every client feels valued and understood.
Responsibilities:
Provide exceptional customer service in both English and Spanish via phone, email, and chat
Handle client inquiries regarding financial services, insurance, and tax matters
Schedule appointments and coordinate between clients and advisors
Maintain accurate client records and update information systems
Resolve client issues and escalate complex matters appropriately
Support onboarding process for new clients
Qualifications:
Fluent in both English and Spanish (written and verbal)
2+ years of customer service experience
Excellent communication and interpersonal skills
Proficient with computer systems and CRM software
Strong problem-solving and multitasking abilities
What We Offer:
Competitive salary with performance-based incentives
Comprehensive health and wellness benefits
Professional development and language skill enhancement opportunities
Opportunity to work with exciting clients from diverse backgrounds
#J-18808-Ljbffr