Pronto Advisors ยท 4 days ago
Client Experience Coordinator (Bilingual English/Spanish)
Pronto Advisors is a family-oriented company located in Miami, dedicated to building professional relationships through expert solutions in accounting and taxes. They are seeking a Client Experience Coordinator to serve as the primary point of contact for clients, ensuring their needs are met with professionalism and care.
Responsibilities
Serve as the first point of contact for clients (in-person and over the phone), providing excellent customer service in both English and Spanish
Manage client inquiries, schedule appointments, and handle follow-up communications in a timely, organized manner
Assist in coordinating services and resolving client concerns with attention to detail
Maintain accurate records of client interactions and ensure all necessary documentation is completed
Collaborate with internal departments (accounting, tax, payroll) to streamline processes and enhance client satisfaction
Support office management and administrative tasks to ensure smooth daily operations
Qualification
Required
Bilingual Fluency: Must be fluent in English and Spanish (Written and Spoken)
Strong interpersonal skills
A positive attitude
A problem-solving mindset
Preferred
Previous experience in a client-facing or customer service role
Proficiency with Microsoft Office and client management systems
Benefits
Paid time off
A warm, supportive work environment that feels like family
Opportunity for growth
Company
Pronto Advisors
Where Real Estate Meets Strategy
Funding
Current Stage
Early StageCompany data provided by crunchbase