Bilingual Financial Customer Service Professional
Company: VirtualVocations
Location: Lincolnwood
Posted on: November 19, 2024
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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, Milwaukee , Bilingual Financial Customer Service Professional, Accounting, Auditing , Lincolnwood, Wisconsin
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