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Bilingual Client Relations Specialist

  • Banking, Finance, Insurance, Accounting and Trade jobs

Description

  • Screen and prioritize incoming telephone calls; respond to inquiries, and resolve issues
  • Provide client service while communicating face to face, by phone, and by email
  • Work alongside a small team, assisting with the administration of our business portfolio
  • Upon training, send out quotes and relevant documentation to clients via our CRM platform
  • Provide weekly updates on status of business portfolio
  • Data entry into our CRM platform

Responsibilities

  • 1-2 years of office experience in a Customer Service / Administrative position
  • Fluency in English and Spanish
  • High proficiency in Microsoft Office, Word, Excel, Outlook, and PowerPoint
  • Ability to work remote & hybrid schedule in Miami office
  • Strong organizational skills and detail oriented
  • Exceptional interpersonal, organizational, communication and time management skills
  • Excellent written and verbal communication skills in both English and Spanish
  • Able to multi-task and be flexible to handle multiple deadlines
  • Maintain a high degree of confidentiality at all times

Hard Skills

  • Microsoft Office
  • Customer relationship manager (CRM)
  • Word processing
  • Data entry
  • Outlook Express
  • Customer relations
  • Advanced Excel Skills (queries, pivot tables, formulas, macros)
  • Client management
  • Timelines
  • Advanced language knowledge
  • Advanced writing skills

Soft Skills

  • Communication
  • Time management
  • Flexible
  • Organized
  • Attention to detail

We offer

This is a fulltime permanent position 45K – 55K Base + Bonus + Benefits.