Client Services Specialist

Job Description

This is a remote position.

Client Services Specialist – Bilingual Spanish

Location : Remote (Pacific Standard Time)

Position Summary :

As a Client Services Specialist, you will support Client Success Managers by managing client tasks and generating reports for individuals enrolled in our program. Your interactions with clients will occur through various channels, including inbound and outbound calls, email, and text. You will play a key role in ensuring clients receive consistent, empathetic, and accurate support throughout their journey with us.

Key Responsibilities :

Deliver exceptional customer service and build strong client relationships

Set clear expectations during the early stages of the client’s program (e.g., Welcome and Intro calls)

Provide timely and informative updates to clients throughout their enrollment

Accurately assess client needs and offer empathetic, helpful assistance

Manage a high volume of inbound / outbound communications (calls, emails, texts, voicemails)

Ensure all scheduled client follow-ups are completed promptly

Collaborate effectively with team members to achieve individual and team goals

Maintain accurate and detailed records of all client interactions in the CRM system

Consistently meet or exceed performance targets

Required Skills & Qualifications :

Bilingual proficiency in Spanish and English

Industry specific experience in Debt relief.

Strong active listening and customer-focused mindset

Basic math proficiency

Outstanding time management and multitasking abilities

Ability to work both independently and collaboratively

High adaptability and flexibility in dynamic environments

Demonstrated empathy and problem-solving in client interactions

Work Hours : Full-time position

Monday to Thursday : 8 : 00 AM – 5 : 00 PM (PST)

Friday : 8 : 00 AM – 3 : 00 PM (PST)

All hours must be worked in Pacific Standard Time.

Remote Work Requirements :

This is a remote position. Applicants must be capable of working efficiently in a distraction-free and quiet environment. Workspace approval is required, including submission of a photo and ongoing verification during check-ins with your manager (e.g., 1-on-1s, call monitoring).

Technology Requirements :

Computer System (Laptop or Desktop) :

Windows 10 or later

Minimum Processor : Intel i5 (6th Gen) or AMD Ryzen 5

MacOS 12 Monterey

Minimum Processor : Intel i5 (6th Gen)

Other Requirements :

RAM : 8GB minimum (16GB recommended)

Monitors : Dual monitors (or laptop + one external monitor)

Camera : Compatible webcam for video meetings

Headset : Wired PC headset for secure communication

Requirements

Bilingual proficiency in Spanish and English Excellent verbal and written communication skills Strong active listening and customer-focused mindset Basic math proficiency Outstanding time management and multitasking abilities Ability to work both independently and collaboratively High adaptability and flexibility in dynamic environments Demonstrated empathy and problem-solving in client interactions