Bilingual Client Services Administrator (English/ Spanish)

"Building financial foundations for families to empower them today and leave a legacy for tomorrow."

Experior Financial Group Inc. is seeking a highly motivated Bilingual Client Services Administrator who excels in both collaborative and independent settings and can effectively manage multiple tasks. This role offers stimulating challenges and opportunities for skill development. The ideal candidate is adaptable, enjoys client interaction, and places a high value on attention to detail. As a team member, you will thrive in a dynamic and positive work environment where fun and professionalism go hand in hand.

Join our team to enjoy a positive work environment and a supportive group. We offer excellent career advancement opportunities for those who are dedicated and driven. As we grow rapidly, we seek someone committed to striving for excellence.

Responsibilities:

• Work with insurance providers to connect clients with new financial associates.
• Communicate between clients, agents, and insurance providers to transfer enforce policies.
• Establish solid working relationships with the sales force and support them with processing client applications.
• Review client transfer forms to ensure completion and required agent codes are included.
• Maintain and update department process manual.
• Perform other duties pertaining to the Client Services department requested by your immediate manager.

Qualifications:

• Prior experience in office administration is required.
• Professional proficiency in Spanish and English is required.
• Background in an IMO or insurance sector is a plus.
• Exceptional written and verbal communication skills, with the ability to convey information clearly and professionally across all channels.
• Friendly and approachable demeanor, capable of building rapport while explaining complex information.
• Highly organized with excellent time management skills; able to prioritize and manage multiple tasks in fast-paced environments.
• Technically proficient, with the ability to quickly learn and adapt to new software and systems.
• Calm and solution-oriented under pressure, maintaining a positive and proactive approach.
• Strong critical thinking and problem-solving abilities.
• Reliable, trustworthy, and committed to accuracy and attention to detail.
• Demonstrates accountability, ownership of responsibilities, and openness to feedback.
• Must reside and be authorized to work in the USA.

What Experior Financial Group Inc. can offer you:

• Work-life balance with paid vacation and sick days
• Competitive compensation
• Comprehensive medical, dental, and vision benefits
• Flexible work options: on-site remote, and hybrid
• Career growth and development opportunities
• Diverse team environment
• Straight day shifts with no weekends
• Company events and celebrations
• Tuition reimbursement
• Company-provided equipment

Experior Financial Group Inc. has been certified a Great Place to Work 2025-2026!