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Winter Park

    Bilingual Client Service Specialist - Winter Park, United States - Family First Firm

    Family First Firm
    Family First Firm Winter Park, United States

    1 month ago

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    Description

    Why Us:
    Family First Firm is committed to delivering exceptional customer service and building long-lasting relationships with our clients.

    we are seeking a dedicated and enthusiastic Bilingual Client Services Specialist to join our team and support our commitment to excellence in client satisfaction.


    Position Overview:
    We are seeking a dedicated and dynamic Bilingual Client Service Specialist to join our team.

    The successful candidate will not only excel in providing exceptional client service but will also play a vital role in supporting internal departmental needs.

    Fluency in English and Spanish is essential for this role.


    Benefits:
    Generous


    PTO:
    Enjoy 120 paid time-off hours annually, promoting work-life balance and overall well-being

    Free Estate Planning Services:
    Access complimentary estate planning services, showcasing our commitment to employee financial security

    Team Building:
    Quarterly off-site enrichment days to learn and build connections with the team while furthering development

    401k with Matching:
    After 90 days of employment, participate in our 401k program with employer matching, securing your financial future

    Medical Insurance:
    Benefit from employer-sponsored medical insurance, ensuring your health and well-being are taken care of.

    Supplement Insurance (Vision, Dental, Short-term Disability, etc.): Additional employee-paid insurance coverages that complement medical insurance for the overall well-being of the employee.


    Ongoing Training and Career Development Opportunities:
    Programs and resources offered to employees to enhance their skills, knowledge, and career growth within the company

    Parental Leave:

    Paid time off specifically designated for new fathers and mothers to care for and bond with a newborn or adopted child.

    Responsibilities

    • Manage high-volume phone calls professionally and courteously, serving as the first point of contact for clients.
    • Welcome and assist clients as they arrive, ensuring a positive experience from start to finish.
    • Answer client inquiries and provide accurate information regarding our services, products, and procedures.
    • Assist clients with payment processing and ensure all transactions are handled securely and efficiently.
    • Maintain accurate records of client interactions and transactions in the CRM system.
    • Coordinate with other team members to ensure timely resolution of client issues and concerns.
    • Assist in uploading new client paperwork into the CRM system and ensure all information is complete and accurate.
    • Collaborate with internal departments to address client needs effectively, serving as a liaison between clients and various teams.
    • Provide support to internal departments as needed, including administrative tasks, data entry, and document preparation.
    • Contribute to the continuous improvement of client service processes and procedures by providing insights and feedback based on client interactions

    QualificationsRequirements:

    • Fluency in English and Spanish is required.
    • Previous experience in a client service role, preferably in a fast-paced environment.
    • Excellent communication and interpersonal skills.
    • Strong organizational skills and attention to detail.
    • Ability to multitask and prioritize tasks effectively.
    • Proficiency in using CRM systems and other relevant software.
    • Ability to work independently as well as part of a team.
    • Flexibility to support internal departments and collaborate across teams.
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