Bilingual Client Success Specialist
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Job Description
Client Success Specialist in a remote position supporting clients' financial wellness through a Debt Management Program. Engaging with customers via phone and fostering their financial journeys.
Responsibilities:
- Provide top-tier support via phone to clients on our Debt Management Program
- Taking back-to-back calls in a call center environment
- Support client accounts and ensure seamless account management
- Manage proposals, payments, deposits, and creditor communications
- Proactively review client accounts to identify and resolve issues
- Maintain accurate records and ensure compliance with state regulations
- Collaborate across departments to ensure seamless client experience
- Encourage and motivate clients throughout their financial journey.
Requirements:
- Bilingual (English/Spanish) preferred, but not required
- 2–3 years of customer service experience (call center preferred)
- Associate’s degree preferred; Bachelor’s degree may substitute for experience
- Strong communication skills—empathetic, professional, and clear
- Tech-savvy with experience in Windows-based systems and CRM tools
- Comfort with numbers and basic financial calculations, including reviewing credit card statements, due dates, and payment schedules
- A strong sense of professionalism is essential when supporting clients through sensitive financial situations.
- Remote Work From Home Requirements: A private, enclosed room with a door; hard‑wired internet connection (ethernet required) and standard broadband internet; Security camera in addition to standard computer setup; home environment must support productivity; remote work is not a replacement for caregiving; Internet Requirements- Standard Broadband Internet 200 Mbps minimum for a single‑person residence 400 Mbps minimum for residences with 2+ people.
Benefits:
- Competitive compensation and benefits
- Growth and development opportunities
- Supportive, inclusive, and collaborative work environment
- A mission‑driven organization with over 60 years of impact in financial wellness.
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