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Bilingual Financial Customer Service Representative

VirtualVocations
Santa Ana, California, United States
Full-time

A company is looking for a Registered Bilingual Financial Customer Service Professional.Key ResponsibilitiesProvide excellent service for customers' retirement savings accountsEducate customers on plan updates and process account changesCollaborate with a team and participate in ongoing trainingRequired Qualifications, Training, and EducationAssociates degree or higher and at least one year of customer service experience, or two or more years of customer service experienceFINRA series 6 and 63 or higher equivalent licensureFluency in both English and SpanishAvailability to work a 40-hour week, including some evenings and weekendsCapability to work overtime as required based on business needs

20 hours ago
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