Client Services Manager- Financial Aid (Bilingual Spanish/English)

Candidates must be fluent in both Spanish & English and live in the Chicago area. This is primarily a remote position, but you will occasionally be required to present evening and/or weekend workshops in various suburbs in the Chicago area.

Company Overview: My College Planning Team is composed of skilled professionals dedicated to assisting middle-income families nationwide to effectively prepare and pay for college. Our team provides guidance on both academic and financial strategies, ensuring that each family's college planning journey is comprehensive and affordable. We offer support through free workshops, complimentary consultations, and affordable service plans. Recognizing the individuality of every student and family, our goal is to help each client navigate their unique circumstances. The mission of My College Planning Team is to leave no stone unturned to reduce cost and gain admission at a best-fit college.

Job Description: My College Planning Team is seeking a bilingual Client Service Manager who speaks both Spanish and English fluently, has experience in finance or accounting, and an interest in learning the very complex Financial Aid system that determines what middle-income families pay for college. Though a background in higher education or in Financial Aid is a plus, we are willing to train an ambitious, dedicated, people-oriented individual, with experience in accounting or finance, who shares our mission to empower, engage and support all families and students with financial and academic strategies to reduce cost and gain admission at a best-fit college. We do this through a wide variety of income, asset, tax, and appeals strategies.

This is an independent contractor role.

Please submit a cover letter and resume.

To view our website, please visit: https://collegeplanningteam.com/

Responsibilities:

• Managing the client experience.
• Understanding client needs.
• Putting together financial scenarios for clients based on their personal situation.
• Working with our CFPs and our student services counselors to ensure all their needs are met.
• Helping with financial document submissions (FAFSA and CSS Profile).
• Guiding clients through the appeals process.
• Presenting online webinars and in-person workshops

The person we hire will have some flexibility to dictate the days and hours they wish to work, typically during the late afternoon or early evening hours with a minimum of hours available to be discussed prior to hire. You will be required to present online webinars and in-person workshops, which will be in the evenings and on weekends. Attention to detail, strong interpersonal skills, and a commitment to life-long learning is important. Strong excel spreadsheet skills required.

Job Types: Part-time, Contract

Pay: $30.00 per hour

Education:

• Bachelor's (Preferred)

Experience:

• College Financial Aid: 3 years (Preferred)
• Finance or Accounting: 3 years (Required)

Language:

• Spanish (Required)

Work Location: Remote