Customer Service Representative

Overview

We are looking for a bilingual (English and Spanish) Customer Service Representative who can navigate high-pressure situations with grace, provide exceptional service to our clientele, and proactively address challenges as they arise. This role demands a sharp, resourceful individual with strong operational experience, negotiation skills, and sales expertise to offer tailored solutions—even if that means going beyond standard processes. The ideal candidate is highly organized and thrives in collaborative environments.

Key Responsibilities

• Provide exceptional customer service to high-net-worth individuals with professionalism and discretion.
• Handle urgent and unpredictable requests, ensuring swift and effective resolutions.
• Manage and streamline operational tasks, ensuring seamless execution of projects and processes.
• Negotiate with clients and vendors to find the best solutions, even when outside standard procedures.
• Work cross-functionally to coordinate and execute client requests, often requiring out-of-the-box problem-solving.
• Anticipate client needs and proactively address issues before they arise.
• Maintain a high level of organization while working in a fast-paced, unstructured environment.
• Communicate clearly and confidently with clients, team members, and vendors to ensure high-quality service delivery.
• Collaborate effectively with internal teams to drive efficient and seamless service delivery.

Why You Should Apply?

• Be part of a company that embraces agility, problem-solving, and innovation.
• Work directly with high-profile clients and gain valuable experience in high-end service operations.
• Opportunity to grow within a company that values intelligence, initiative, and adaptability.

Requirements:

• 2+ years of experience in customer service, operations, or project management, preferably in a high-touch, client-facing role.
• Strong problem-solving skills and ability to think on your feet in high-pressure situations.
• Proven negotiation skills with the ability to navigate complex requests and find win-win solutions.
• Experience in sales, particularly in relationship-based environments, is a big plus.
• Experience working with high-net-worth individuals and understanding their unique service expectations.
• Excellent communication and interpersonal skills, with the ability to handle demanding clients with professionalism.
• Highly organized with strong attention to detail and the ability to multitask.
• Ability to work effectively in an unpredictable and fast-changing environment.
• Proactive mindset with a drive to take ownership of challenges and find creative solutions.
• Familiarity with the EOS/Traction system is a big plus, as it’s a core part of our organizational framework.
• Proficient in Google Workspace, PowerPoint, Slack, Canva, and ideally Salesforce or NetSuite.