Operations Specialist (Level III)

Tailored Management; Miami (FL); Ibrido; USD 25.000 - 33.000; Tempo pieno

Descrizione del lavoro

Tailored Management in Miami, FL is hiring a bilingual Client Services Representative (Spanish) to be the first point of contact for high-revenue LATAM clients. After a 120-day onsite training period, the role transitions to a hybrid schedule (3 days onsite, 2 days remote).

You will handle inquiries about treasury, cash management, card, and depository products, working with internal partners to resolve issues and provide strong customer service.

Competenze

• Bilingual: Spanish and English required; Portuguese a plus.

Mansioni

• Serve as the primary contact for client inquiries via phone and email.
• Analyze requests and determine appropriate resolutions.
• Support LATAM treasury, cash management, card, and depository product inquiries.
• Collaborate with internal partners to research and resolve issues.
• Provide technical and operational support to clients as needed.
• Document client interactions and resolutions accurately.
• Deliver high levels of customer service while meeting quality standards.
• Navigate multiple systems while communicating with clients.

Conoscenze

Spanish

English

Portuguese

Microsoft Office

Strumenti

Microsoft Office Suite

Descrizione del lavoro

Job Title: Client Services Representative (Spanish)

Location: Miami, FL 33131

Schedule: Mexico business hours and holidays (includes working during U.S. holidays)

Training: 120 days, 100% onsite | Monday-Friday, 9:00 AM - 6:00 PM EST

Work Arrangement: After training, transition to a hybrid schedule: 3 days onsite and 2 days remote

Pay Rate: $21.03/hour (paid weekly)

Start Date: 11/30/2026, pending onboarding completion

Contract Duration: Initial 12-months, with potential for extension or conversion

Overview

We are seeking a bilingual Client Services Representative to serve as the first point of contact for high-revenue clients within the LATAM (Mexico) Client Servicing department. This role involves handling client inquiries via phone and email, analyzing requests, and providing timely resolutions related to treasury, cash management, card, and depository products.

Responsibilities

• Serve as the primary contact for client inquiries received through phone and email channels.
• Review, analyze, and determine appropriate handling and resolution of client requests.
• Support clients with treasury, cash management, card, and depository product inquiries.
• Collaborate with internal business partners to research and resolve client issues.
• Provide technical and operational support to clients when needed.
• Maintain accurate documentation of client interactions and resolutions.
• Deliver a high level of customer service while meeting quality and performance standards.
• Navigate multiple systems simultaneously while managing client communications.

Required Skills & Qualifications

• Fluent in Spanish and English; Portuguese is a plus.
• 1-2 years of experience in the banking or financial services industry.
• Minimum of 1 year of customer service or client-facing experience.
• Strong oral and written communication skills.
• Excellent active listening, relationship-building, and collaboration skills.
• Strong attention to detail and commitment to quality.
• Critical thinking and problem-solving abilities.
• Effective time management and organizational skills.
• Ability to multitask and navigate multiple systems while interacting with clients.
• Proficiency in Microsoft Office Suite
• Ability to work independently and within a team in a fast-paced environment.
• Customer-focused mindset with a proactive approach to issue resolution.