Bilingual Client Services Agent

Role Overview

• Provide exceptional support to clients via phone, email, and chat
• Assist clients in understanding and navigating our financial products and services
• Resolve client issues and concerns efficiently, ensuring their satisfaction
• Document client interactions accurately in our system
• Collaborate with internal teams to ensure comprehensive client support
• Offer feedback on service trends to further enhance the client experience
• Conduct follow-ups with clients to ensure complete satisfaction and resolve any lingering issues

Requirements

• Must be able to work in the office
• Fluency in Spanish, with excellent verbal and written skills
• Strong problem-solving abilities and attention to detail
• Previous experience in customer service or client support is preferred
• Familiarity with financial services or a relevant industry is a plus
• Ability to work independently in a remote setting
• Experience with customer relationship management (CRM) tools is beneficial
• Strong organizational skills and capacity to manage multiple tasks
• Strong knowledge of excel and computer systems

Benefits

♥️What's in It for You?

• 15 paid holidays, including your birthday! We believe celebrating you is just as important as the work you do.
• Paid Time Off and Paid Sick Time
• Employee Recognition Program
• Employee Assistance Program
• Referral Program, get extra rewards for referring your friends to work with Acumen!
• Paid Parental Leave
• Be a part of a mission driven culture where you can make a real impact
• Medical, Dental & Vision coverage
• 401(k) with company match
• Voluntary benefits, including Pet Insurance