Bilingual Client Services Specialist (English/Spanish)

DestinyOne Financial Group; Houston (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive salary with incentives

Comprehensive health benefits

Professional development and language

Diverse clientele exposure

Job summary

DestinyOne Financial Group seeks a Bilingual Client Services Representative to support our diverse client base in English and Spanish. You will provide exceptional service across phone, email, and chat, helping athletes, coaches, educators, and entrepreneurs feel valued.

This role emphasizes accurate records, timely responses, and collaboration with advisors to resolve inquiries about financial services, insurance, and tax matters. Strong communication is essential.

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.

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.

Skills

Bilingual English/Spanish

Customer service experience

Communication skills

Multitasking

Problem solving

Tools

CRM software

Job description

DestinyOne Financial Group seeks a Bilingual Client Services Representative to support our diverse client base in English and Spanish. You will provide exceptional service across phone, email, and chat, helping athletes, coaches, educators, and entrepreneurs feel valued.

This role emphasizes accurate records, timely responses, and collaboration with advisors to resolve inquiries about financial services, insurance, and tax matters. Strong communication is essential.