Bilingual Spanish Customer Service Representative

Job Summary

To support a growing financial services team, the full-time Bilingual Spanish Customer Service Representative will manage incoming calls, educate customers on financial products, and ensure compliance with regulations while working in a hybrid remote environment.

Key responsibilities

• Receives and responds to incoming calls from investment professionals, plan sponsors, and members on various topics
• Educates customers on tax implications, penalties, and benefits related to financial plans and contracts
• Maintains documentation of conversations and follows compliance regulations to support member relationships

Required qualifications

• Associate's Degree in finance, business administration, insurance, economics, or communications
• Professional fluency in both Spanish and English with at least one year of customer service experience
• Experience in educating customers on financial products and services
• Knowledge of FINRA rules and regulations, as well as compliance requirements
• Proficiency with computers and common office software