Bilingual Client Retention Specialist

To support a growing financial services team, the remote Bilingual Client Retention Specialist will educate clients on financial hardship programs, deescalate concerns from at-risk customers, and utilize a CRM system to maintain client records while focusing on retention goals. Key Responsibilities Provide comprehensive information about financial hardship debt programs to clients Display empathy and active listening to deescalate upset clients and address their concerns Effectively navigate the CRM system to maintain accurate records of client interactions and program progress Required Qualifications Bilingual in Spanish is required Experience in retention, sales, or collections is necessary High school diploma or equivalent; Associate's or Bachelor's degree is a plus Ability to work in a fast-paced environment and handle high call volumes Proficiency with a Client Relationship Management (CRM) system