Bilingual Premier Service Associate

Company: VirtualVocations
Location: Warren
Posted on: November 17, 2024

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 transactions and regulatory requirements

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

Keywords: VirtualVocations, Toledo , Bilingual Premier Service Associate, Other , Warren, Ohio

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