Bilingual Premier Service Associate

A company is looking for a Premier Service Associate - Bilingual.

Key Responsibilities

Service new and existing client needs via inbound calls

Engage customers in an Investment Recommendation Conversation

Deliver an efficient and responsive client experience by taking ownership and providing accurate information

Required Qualifications

Bachelor's Degree required

2+ years of financial customer service experience

Fluency in both English and Spanish

FINRA Series 6 and Series 63 required

Knowledge of current financial markets and retirement account operations