Offer summary

Qualifications:

Bilingual proficiency in Spanish and English., Experience in debt relief industry., Strong active listening and customer service skills., Basic math and time management abilities..

Key responsibilities:

Support Client Success Managers by managing client tasks and generating reports.

Communicate with clients via calls, email, and text to provide updates and support.

Build strong relationships through empathetic customer service.

Maintain accurate records of client interactions in the CRM system.

Job description

This is a remote position.

Client Services Specialist – Bilingual Spanish

Location: Remote (Pacific Standard Time)

Position Summary:

As a Client Services Specialist, you will support Client Success Managers by managing client tasks and generating reports for individuals enrolled in our program. Your interactions with clients will occur through various channels, including inbound and outbound calls, email, and text. You will play a key role in ensuring clients receive consistent, empathetic, and accurate support throughout their journey with us.

Key Responsibilities:

Deliver exceptional customer service and build strong client relationships
Set clear expectations during the early stages of the client’s program (e.g., Welcome and Intro calls)
Provide timely and informative updates to clients throughout their enrollment
Accurately assess client needs and offer empathetic, helpful assistance
Manage a high volume of inbound/outbound communications (calls, emails, texts, voicemails)
Ensure all scheduled client follow-ups are completed promptly
Collaborate effectively with team members to achieve individual and team goals
Maintain accurate and detailed records of all client interactions in the CRM system
Consistently meet or exceed performance targets

Required Skills & Qualifications:

Bilingual proficiency in Spanish and English
Industry specific experience in Debt relief.
Strong active listening and customer-focused mindset
Basic math proficiency
Outstanding time management and multitasking abilities
Ability to work both independently and collaboratively
High adaptability and flexibility in dynamic environments
Demonstrated empathy and problem-solving in client interactions

Work Hours:

Full-time position
Monday to Thursday: 8:00 AM – 5:00 PM (PST)
Friday: 8:00 AM – 3:00 PM (PST)

All hours must be worked in Pacific Standard Time.

Remote Work Requirements:

This is a remote position. Applicants must be capable of working efficiently in a distraction-free and quiet environment. Workspace approval is required, including submission of a photo and ongoing verification during check-ins with your manager (e.g., 1-on-1s, call monitoring).

Technology Requirements:

Computer System (Laptop or Desktop):