Remote Bilingual Intake Specialist - Contact Center | WFH

Job Overview

We are seeking a proactive and bilingual professional to join our dynamic team as a Bilingual Contact Center Intake Specialist in a remote work-from-home capacity. In this pivotal role, you will act as the primary liaison for clients seeking financial advice, delivering superior customer service while assisting them in overcoming their financial hurdles.

Key Responsibilities

• Greet new clients warmly and provide an overview of our services.
• Address inquiries, resolve concerns, and link clients to appropriate resources.
• Assist clients in scheduling appointments with financial advisors for tailored guidance.
• Utilize your bilingual proficiency to facilitate effective communication with clients in both Spanish and English.
• Engage in a comprehensive training program to deepen your understanding of personal finance and our offerings.
  
  

Required Skills

• Bilingual proficiency in Spanish and English is essential.
• Strong commitment to customer service and a genuine desire to assist others.
• Excellent communication skills with the ability to convey complex information clearly and effectively.
• Collaborative team player who enjoys working in a supportive environment.
• Quick to learn and keen to expand your knowledge in personal finance.
  
  

Qualifications

• High school diploma or equivalent required.
• Previous experience in customer service or contact center roles is preferred.
• Experience in a bilingual setting is advantageous.
  
  

Career Growth Opportunities

We prioritize the professional development of our employees and offer numerous opportunities for continuous learning in the financial wellness sector.

Company Culture And Values

Our organization is committed to fostering a supportive and inclusive work environment that values teamwork and shared success.

Networking And Professional Opportunities

Joining our team provides valuable networking opportunities within the financial wellness community, allowing you to build professional relationships and enhance your skills.

Compensation And Benefits

• Competitive salary.
• Comprehensive benefits package.
• Paid time off.
• Flexibility of remote work.
• A positive and supportive work environment that prioritizes employee well-being.
  
  

If you are a bilingual individual with a passion for helping others, we invite you to apply and contribute to our mission of promoting financial wellness.

Employment Type: Full-Time