Note: The job is a remote job and is open to candidates in USA. Balance Financial Wellness is seeking Bilingual Support Specialists for their Client Care Department. This role is responsible for being the first point of contact for clients, handling incoming calls and providing administrative support to the housing department.
Responsibilities
- Promptly answers incoming calls and emails from clients, identifies the nature of each inquiry, and determines the appropriate course of action to either schedule a session or address the concern or question
- Provides information about national and community resources and refers clients to the most appropriate services
- Oversees client appointment scheduling, provides support to other operational departments, and learns all data management systems for the organization to schedule, confirm, and reschedule appointments for clients
- Communicates clearly and collaboratively with team members to ensure client needs are met
- Maintains confidentiality at all time
- Provides administrative support as needed to include sending and receiving documentation for coaching and counseling sessions
Skills
- Detail-oriented
- Able to multi-task
- Engaging manner with callers
- Promptly answers incoming calls and emails from clients
- Identifies the nature of each inquiry
- Determines the appropriate course of action to either schedule a session or address the concern or question
- Provides information about national and community resources
- Refers clients to the most appropriate services
- Oversees client appointment scheduling
- Provides support to other operational departments
- Learns all data management systems for the organization
- Communicates clearly and collaboratively with team members
- Maintains confidentiality at all times
- Provides administrative support as needed
- CUSTOMER SERVICE & INTERPERSONAL SKILLS
- ORAL COMMUNICATION
- WRITTEN COMMUNICATION
- TEAMWORK
- ETHICS & PROFESSIONALISM
- ORGANIZATIONAL SUPPORT & PLANNING
- ATTENDANCE/PUNCTUALITY
- DEPENDABILITY & ADAPTABILITY
- INITIATIVE
- REASONING ABILITY
- COMPUTER & TECHNOLOGICAL SKILLS
- BILINGUAL – Fluent in spoken/written English and Spanish
- High School Diploma is required
- An Associate's or Bachelor's degree is preferred
Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- 401K
- EAP
- PTO
Company Overview
- Balance is a leading non-profit organization helping people be financially confident through partnerships with credit unions, banks,employee assistance programs, and other organizations nationwide. It was founded in 1969, and is headquartered in San Francisco, California, USA, with a workforce of 51-200 employees. Its website is https://www.whybalance.org.