Bilingual Premier Service Associate
Company: VirtualVocations
Location: Warren
Posted on: November 1, 2024
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Job Description:
A company is looking for a Bilingual Premier Service Associate
to support clients with their investment needs.
Key Responsibilities
Service new and existing client needs via inbound calls
Engage customers in Investment Recommendation Conversations
Demonstrate knowledge of brokerage transaction and regulatory
requirements
Required Qualifications, Training, and Education
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
Keywords: VirtualVocations, Euclid , Bilingual Premier Service Associate, Other , Warren, Ohio
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