Bi-Lingual Client Services Associate (Spanish)

Client Services Associate (Bilingual – Spanish Required)

Location: Lake Mary, FL

We are seeking a bilingual (English/Spanish), client-focused, and driven Client Services Associate to join our team. This role offers the opportunity to work at the center of client interaction, operations, and service excellence—delivering timely solutions while building strong relationships with a diverse client base.

In this position, you will serve as a primary point of contact for client inquiries, ensuring responses are handled efficiently and in line with established service levels. You will play a key role in delivering a consistent, high-quality client experience while meeting productivity and performance targets. The ability to communicate fluently in both English and Spanish is essential to effectively support our clients.

What You'll Be Doing

• Serve as the first point of contact for daily client inquiries, providing prompt, accurate, and professional support in both English and Spanish.
• Deliver Level 1 support by resolving client issues directly or escalating urgent matters to senior team members when needed.
• Communicate with Spanish-speaking clients to answer questions, resolve service requests, and ensure a positive customer experience.
• Partner with internal teams and leadership, including Senior Client Service Officers and Service Directors, to ensure timely issue resolution.
• Maintain a strong understanding of Treasury Services products and operational workflows to effectively address client needs.
• Contribute to ongoing service improvements by providing feedback and supporting transformation initiatives.
• Meet performance expectations across productivity, service quality, and behavioral standards.
• Complete required training and develop expertise in company policies, procedures, systems, and tools.

What We're Looking For

• Fluency in both English and Spanish (spoken and written) is required.
• Bachelor's degree in Finance, Business, or a related field, or equivalent experience.
• 3–5 years of experience in banking, payments, operations, or client services.
• Strong verbal, written, and interpersonal communication skills.
• A client-first mindset with the ability to manage multiple priorities in a fast-paced environment.
• Comfortable collaborating across teams and adapting to changing business needs.
• Self-motivated with strong problem-solving skills and attention to detail.
• Experience or familiarity with FX, Treasury Services, or banking/payment operations is preferred.

Technical Skills

• Proficiency in Microsoft Office applications.
• Ability to quickly learn internal systems and client service platforms.

Additional Information

• Relevant experience may be considered in lieu of a degree.
• Department-specific training will be provided to support your success in the role.