<p>Our client is seeking a bilingual Customer Service Supervisor to lead a customer support function for an equipment and distribution business. This role is ideal for a fluent Spanish-English candidate who can guide a small team, strengthen service standards, and handle escalated customer concerns with confidence. The ideal candidate brings strong organizational skills, advanced Excel capabilities, and a track record of improving workflows and performance measurement within a customer service environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead, coach, and develop a customer service team of at least two employees, setting clear expectations and supporting day-to-day success.</p><p>• Oversee the resolution of complex customer issues, ensuring concerns are addressed promptly and effectively.</p><p>• Design and track key performance indicators to measure team productivity, service quality, and response effectiveness.</p><p>• Analyze service trends and operational data in Microsoft Excel to identify gaps and recommend practical improvements.</p><p>• Support billing-related inquiries and coordinate with internal teams to resolve account or payment discrepancies.</p><p>• Use CRM and call center tools, including dialer systems, to manage customer interactions and maintain accurate records.</p><p>• Create training plans and provide ongoing mentorship to strengthen communication, problem-solving, and service delivery skills.</p><p>• Review existing customer service processes and implement improvements that increase efficiency and enhance the customer experience.</p>
<p>Our client is looking for a Client Services Assistant with relevant experience to support a wealth management team in Houston, Texas. This position is ideal for someone who brings strong financial services experience, communicates confidently with high-net-worth clients, and thrives in a deadline-driven environment. The successful candidate will play a key role in maintaining service quality, coordinating account-related activities, and ensuring day-to-day operations run smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary point of contact for client service inquiries, delivering timely and attentive support to high-net-worth individuals and internal partners.</p><p>• Coordinate account documentation, service requests, and follow-up activities to help ensure accurate processing and a seamless client experience.</p><p>• Maintain detailed records and update client information within Salesforce and other internal systems to support organized and compliant workflows.</p><p>• Prepare, review, and track reports, spreadsheets, and service-related materials using Microsoft Excel and related office tools.</p><p>• Partner with advisors and operations staff to manage priorities, resolve issues, and keep client deliverables on schedule.</p><p>• Monitor deadlines across multiple service activities, ensuring items are completed thoroughly, accurately, and on time.</p><p>• Support wealth management and advisory service processes by assisting with administrative and operational tasks tied to client accounts.</p>