Job Description

The Client Experience Specialist reports to and takes direction from the Client Experience Supervisor. Applicants for this role must be fluent in English and Spanish. 

• 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.

• Must be bilingual in Spanish & English (written and verbal).
• 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.

• $21 Hourly
• Performance Incentives
• PTO
• Health, Dental, and Life Benefits
• 401K Matching
• Abundant professional development opportunities at a growing and thriving alternative Finance company! 

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