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
Complete Job Description
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