Customer Service Representative

Client Experience Specialist

The Client Experience Specialist reports to and takes direction from the Client Experience Supervisor. Responsibilities include:

• Greet clients warmly over the phone, provide expert guidance and build lasting relationships.
• Troubleshoot issues, resolve concerns efficiently and ensure client satisfaction.
• Educate clients on our services, assist with client onboarding, and mark a real impact on client success.
• Communicate with different departments to answer client inquiries.
• Maintain accurate records of client interactions in the company database.

Qualifications:

• Customer service pro with strong communication skills.
• Problem-solver who thrives in a fast-paced environment.
• Detail-oriented with the ability to multi-task.
• Comfortable using Microsoft Office and CRM Tools (Salesforce experience is a plus!)
• Call center experience is a bonus but not required.
• Bilingual candidates in Spanish & English (written and verbal) preferred.

We Bring:

• $20 Hourly
• Performance Incentives
• PTO
• Health, Dental, and Life Benefits
• 401K Matching
• Abundant professional development opportunities at a growing and thriving alternative Finance company!