Bilingual Client Services Representative

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
• High school diploma required; associate degree preferred

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