A company is looking for a Bilingual Financial Customer Service Professional to provide support for retirement plans.Key ResponsibilitiesAnswer incoming inquiries regarding retirement savings accountsEducate customers on plan updates and process account changesParticipate in training to obtain FINRA Series 6 & 63 licensesRequired Qualifications and EducationAvailability to work a 40-hour week, including evenings and occasional SaturdaysAssociates degree or higher AND at least one year of customer service experience, or two or more years of customer service experienceFluency in both English and SpanishAbility to work overtime as neededReliable high-speed internet with a wired connection
Registered Financial Customer Service Professional
A company is looking for a Registered Financial Customer Service Professional to support customers with their retirement savings accounts. ...
Tax Senior-Financial Services-Customer Tax Operations and Reporting
Tax Senior – Financial Services Office – Customer Tax Operations and Reporting Services (CTORS). You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. Be a licensed attorney, CPA, Project Management Professional, ...
Bilingual Customer Service Associate
A company is looking for a Bilingual Customer Service Associate (Portuguese) to provide exceptional service in a remote setting. ...
Tax Manager - Financial Services - Customer Tax Operations and Reporting
Tax Services Manager – Financial Services Office – Customer Tax Operations and Reporting Services (CTORS): This position could be located in NY (primary), IL, CA, MA, TX, WA, NJ, CT, VA. You will work in a group environment on challenging information reporting and withholding engagements across all ...
Financial Retirement Customer Service Rep
A company is looking for a Financial Retirement Customer Service Representative - Remote. ...
Customer Service Representative
Previous customer service experience in industries such as hospitality, financial services, retail or restaurant is preferred. Successful Customer Service Representatives (CSR) are the primary point-of-contact with our customers. As such, they are accountable for delivering superior customer service...
Spanish Bilingual - Customer Service Representative - Onsite Brooklyn
A high school diploma or GED with a minimum of 2 years of customer service experience (working directly with customers); Associate degree, a minimum of 1 year of customer service experience; Bachelor or Master’s degree no customer service experience required, but preferred. King Teleservices is a Co...
Financial Professional –Bilingual (Hindi / Punjabi)
Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales suppo...
Tax Manager-Financial Services-Customer Tax Operations and Reporting - Open US location
You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. The CTOR team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. ...
Customer Service Associate- New York, New York
Join Now and select the Customer Service Remote Job Bank Registry to get connected to our remote customer service job positions. Customer Service and/or Customer Sales experience is preferred. Customer Service Associate to work virtually in the U. Match client needs to products and services. ...