Client Services Associate managing Debt Capital Markets operational aspects. Involves transaction management, client interaction, and compliance in a fast - paced environment.
About the role
- Bilingual Client Services Agent providing exceptional support to clients at Acumen. Ensuring clear communication and high customer care standards in Tulsa, Oklahoma.
Responsibilities
- Provide exceptional support to clients via phone, email, and chat
- Assist clients in understanding and navigating our financial products and services
- Resolve client issues and concerns efficiently, ensuring their satisfaction
- Document client interactions accurately in our system
- Collaborate with internal teams to ensure comprehensive client support
- Offer feedback on service trends to further enhance the client experience
- Conduct follow-ups with clients to ensure complete satisfaction and resolve any lingering issues
Requirements
- Must be able to work in the office
- Fluency in Spanish, with excellent verbal and written skills
- Strong problem-solving abilities and attention to detail
- Previous experience in customer service or client support is preferred
- Familiarity with financial services or a relevant industry is a plus
- Ability to work independently in a remote setting
- Experience with customer relationship management (CRM) tools is beneficial
- Strong organizational skills and capacity to manage multiple tasks
- Strong knowledge of excel and computer systems
Benefits
- **♥️What's in It for You?**
- **15 paid holidays, including your birthday!** We believe celebrating you is just as important as the work you do.
- Paid Time Off and Paid Sick Time
- Employee Recognition Program
- Employee Assistance Program
- Referral Program, get extra rewards for referring your friends to work with Acumen!
- Paid Parental Leave
- Be a part of a mission driven culture where you can make a real impact
- Medical, Dental & Vision coverage
- 401(k) with company match
- Voluntary benefits, including Pet Insurance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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