Customer Service Specialist

Randstad USA; Irving (TX); Hybrid; USD 32,000 - 34,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401K plan

Job summary

Randstad USA seeks a bilingual Customer Service Specialist in Irving, TX to support financial services clients. You’ll manage high-volume calls, document interactions with precision, and maintain CRM-based pipelines.

The role requires 6+ months of customer service or related experience and a Bachelor’s degree. You’ll work a hybrid schedule: M-F 8am–5pm, with some days WFH, and a First shift. Pay is $23.75–$25 per hour with benefits through Randstad.

Qualifications

• Experience in customer service within financial services or contact centers.
• Proven ability to document clearly and thoroughly.
• Familiarity with CRM or ticketing systems and pipeline tracking.

Responsibilities

• Call routing and triage to connect customers with the right agents.
• Maintain and update accurate notes and referrals.
• Route confirmed leads to sales consultants and monitor follow-ups.
• Assist with language needs, prioritizing Spanish-speaking customers as required.
• Produce manual reports to track campaigns and performance.
• Manage pipeline by tracking contact attempts and scheduling callbacks.

Skills

Bilingual communication

Active Listening

Customer support

Financial Services

Sales

Business Banking

Account Management

Operations Coordination

Education

Bachelor's degree

Job description

Customer is looking for a Bilingual Customer Service Specialist inIRVING, TX who has:

• Experience: 6+ months of Customer Service, Financial Services, or Contact Center experience, or an equivalent combination of education, training, or military experience.
• Pipeline Management: Proven experience working within a CRM or ticketing database to track customer interactions, contact attempts, and pipeline milestones.
• Communication Skills: Demonstrated capability to maintain succinct, detailed, and accurate documentation and notes while actively managing high-volume inbound or outbound call queues.
• Operational Discipline: Ability to receive direction, follow structured standard operating procedures (SOPs), and exercise sound judgment within strictly defined parameters.

Shift Days/Hours

M-F 8am to 5pm

Mondays + Fridays = WFH

Tues - Thurs - In Office

salary: $23.75 - $25 per hour

shift: First

work hours: 8 AM - 5 PM

education: Bachelors

Responsibilities

• Call routing:
• During the pilot we’ll prioritize routing retail leads, a higher incidence of which don’t ultimately get confirmed, to triage agents when available, as well as DIB upon launch
• Triage agents will attempt to contact the customer to confirm business need
• Triage agents will route confirmed leads to dedicated sales consultants
• We will prioritize language needs via Spanish Speaking CS agents as needed
• Reporting: manual tracking as CRV does not currently support campaign setup for monitoring
• Triage agents will be expected to maintain impeccable pipeline management including:
• Tracking contact attempts
• Scheduling calls with pilot sales agents
• Succinct and detail notetaking in referrals
• Pilot sales consultants will be expected to manage:
• Callbacks after speaking with clients
• Following up with customers on documentation/signings
• Working with contract validation and underwriting
• Welcome Call to ensure activation

Skills

• Active Listening
• Customer support
• Financial Services
• Sales
• Business Banking
• Account Management
• Operations Coordinator

Qualifications

• Years of experience: 0 years
• Experience level: Experienced

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.

Experience

• Experienced

Education

• Bachelors

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.