
Bilingual Financial Assistant
Há 2 dias
The role of a Bilingual Financial Assistant involves providing technical support to processes and actively resolving client issues. This requires effective communication, problem-solving skills, and the ability to work in a team environment.
Key Responsibilities:
- Support Process: Manage transactions according to quality standards, field incoming help requests from clients via telephone or email, document pertinent information, update availability in the RAVE system, and record queries received.
- Problem-Solving: Follow standard processes and procedures to resolve client queries, access internal knowledge bases, and identify product details to facilitate better client interaction and troubleshooting.
- Customer Service: Deliver excellent customer service through effective diagnosis and troubleshooting of client queries, provide product support and resolution, maintain logs and records of all customer queries, and follow up with customers to record feedback and ensure compliance to contract SLAs.
- Operational Excellence: Build capability to ensure operational excellence and maintain superior customer service levels.
About this Job:
This is an exciting opportunity for individuals who are passionate about delivering exceptional customer service and have strong problem-solving skills.
The ideal candidate will have a strong understanding of financial processes and be able to communicate effectively in both English and Spanish.
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
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