Bilingual Customer Service Representative

Above all else, provide a best-in-class customer service experience over the phone by responding to client requests, anticipating unstated needs, and educating them on our programs

Through demonstrated effective listening, analyze client problems and provide information and solutions in a timely and efficient manner

Employs strong interpersonal skills to handle difficult calls courteously and professionally

Thoroughly documents request outcomes for accurate tracking and analysis

Work efficiently and effectively to independently resolve client requests, both as a team and independently

Develops and maintains positive client relations and coordinates with other departments within the company to ensure client requests and questions are handled appropriately and in a timely manner

Operates a desktop computer to obtain and extract information; documents information, activities and changes in the CRM database (Client Relationship Management System) for client accounts

Utilizes appropriate resource materials to effectively and accurately interpret‚ respond and resolve client inquiries and problems

Handle a high volume of clients in a work from home call center environment

While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:

Considerable employer contributions for health, dental, and vision programs

Generous PTO, paid holidays, and paid parental leave

401(k) matching program

Merit advancement opportunities

Career development & training

And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.

Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.