Bilingual Premier Service Associate

Job Summary

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

Key Responsibilities

• Service new and existing client needs via inbound calls
• Engage customers in investment recommendation conversations
• Demonstrate knowledge of brokerage transactions and regulatory requirements

Required Qualifications and Education

• Bachelor's Degree required
• 2+ years of financial customer service experience
• Knowledge of current financial markets and retirement account operations
• FINRA Series 6 and Series 63 required
• Proficiency in English and Spanish