About the role

  • 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
  • Medical, Dental & Vision coverage
  • 401(k) with company match
  • Voluntary benefits, including Pet Insurance

Job title

Bilingual Client Services Agent

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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