Bilingual Client Services Pro | English & Spanish Support

DestinyOne Financial Group; Houston (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary

Health benefits

Professional development & language培训

Diverse client exposure

Job summary

DestinyOne Financial Group seeks a passionate bilingual Client Services Representative to join our team as the primary contact for a diverse client base, delivering exceptional service in English and Spanish via phone, email, and chat.

You will handle inquiries about financial services, insurance, and tax matters, schedule appointments, maintain records, and support onboarding, leveraging strong communication, CRM proficiency, and problem-solving skills.

Qualifications

• Bilingual in 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.

Responsibilities

• Provide exceptional customer service in 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.

Skills

Bilingual English/Spanish

Customer service

Excellent communication

Problem solving

Multitasking

Tools

CRM software

Job description

DestinyOne Financial Group seeks a passionate bilingual Client Services Representative to join our team as the primary contact for a diverse client base, delivering exceptional service in English and Spanish via phone, email, and chat.

You will handle inquiries about financial services, insurance, and tax matters, schedule appointments, maintain records, and support onboarding, leveraging strong communication, CRM proficiency, and problem-solving skills.