Bilingual Client Services Agent providing exceptional support to clients at Acumen. Ensuring clear communication and high customer care standards in Tulsa, Oklahoma.
Responsibilities
Provide exceptional support to clients via phone, email, and chat
Assist clients in understanding and navigating our financial products and services
Resolve client issues and concerns efficiently, ensuring their satisfaction
Document client interactions accurately in our system
Collaborate with internal teams to ensure comprehensive client support
Offer feedback on service trends to further enhance the client experience
Conduct follow-ups with clients to ensure complete satisfaction and resolve any lingering issues
Requirements
Must be able to work in the office
Fluency in Spanish, with excellent verbal and written skills
Strong problem-solving abilities and attention to detail
Previous experience in customer service or client support is preferred
Familiarity with financial services or a relevant industry is a plus
Ability to work independently in a remote setting
Experience with customer relationship management (CRM) tools is beneficial
Strong organizational skills and capacity to manage multiple tasks
Strong knowledge of excel and computer systems
Benefits
**♥️What's in It for You?**
**15 paid holidays, including your birthday!** We believe celebrating you is just as important as the work you do.
Paid Time Off and Paid Sick Time
Employee Recognition Program
Employee Assistance Program
Referral Program, get extra rewards for referring your friends to work with Acumen!
Paid Parental Leave
Be a part of a mission driven culture where you can make a real impact
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