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Bilingual Client Relations Specialist
- Banking, Finance, Insurance, Accounting and Trade jobs
Description
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Screen and prioritize incoming telephone calls; respond to inquiries, and resolve issues
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Provide client service while communicating face to face, by phone, and by email
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Work alongside a small team, assisting with the administration of our business portfolio
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Upon training, send out quotes and relevant documentation to clients via our CRM platform
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Provide weekly updates on status of business portfolio
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Data entry into our CRM platform
Responsibilities
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1-2 years of office experience in a Customer Service / Administrative position
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Fluency in English and Spanish
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High proficiency in Microsoft Office, Word, Excel, Outlook, and PowerPoint
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Ability to work remote & hybrid schedule in Miami office
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Strong organizational skills and detail oriented
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Exceptional interpersonal, organizational, communication and time management skills
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Excellent written and verbal communication skills in both English and Spanish
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Able to multi-task and be flexible to handle multiple deadlines
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Maintain a high degree of confidentiality at all times
Hard Skills
- Microsoft Office
- Customer relationship manager (CRM)
- Word processing
- Data entry
- Outlook Express
- Customer relations
- Advanced Excel Skills (queries, pivot tables, formulas, macros)
- Client management
- Timelines
- Advanced language knowledge
- Advanced writing skills
Soft Skills
- Communication
- Time management
- Flexible
- Organized
- Attention to detail
