Bilingual Client Success Specialist

Job Summary

Supporting clients enrolled in a Debt Management Program, the full-time Bilingual Client Success Specialist will provide exceptional service through phone interactions, manage client accounts, and collaborate across departments in a remote work environment.

Key responsibilities

• Provide top-tier support via phone to clients on the Debt Management Program
• Manage client accounts, including proposals, payments, and creditor communications
• Proactively review client accounts to identify and resolve issues while ensuring compliance with regulations

Required qualifications

• Bilingual (English/Spanish) preferred but not required
• 2-3 years of customer service experience, preferably in a call center
• Strong professionalism when supporting clients through sensitive financial situations
• Tech-savvy with experience in Windows-based systems and CRM tools
• Comfort with basic financial calculations and reviewing financial documents