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Bilingual Financial Customer Service Professional

Company: VirtualVocations
Location: Arlington
Posted on: November 14, 2024

Job Description:

A company is looking for a Registered Bilingual Financial Customer Service Professional.



Key Responsibilities

Provide excellent service for customers' retirement savings accounts
Educate customers on plan updates and process account changes
Collaborate with a team to support customer inquiries without cold calling or sales


Required Qualifications, Training, and Education

Associates degree or higher and at least one year of customer service experience, or two or more years of customer service experience
FINRA series 6 and 63 or higher equivalent licensure
Fluency in both English and Spanish
Availability to work a 40-hour week, including outside traditional business hours
Capability to work overtime as required based on business needs

Keywords: VirtualVocations, Potomac , Bilingual Financial Customer Service Professional, Accounting, Auditing , Arlington, Maryland

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