Bilingual Retirement Plan Services Representative (English and Spanish)
About the position
Responsibilities
• Answer client requests and complete transactions to resolve client needs.
• Assist external employers' 401(k) plan participants with account and plan information.
• Handle regulatory or tax-related issues via inbound phone calls and written communication.
• Provide support for financial and clerical transactions.
• Escalate issues as necessary.
Requirements
• Bilingual in Spanish and English.
• Bachelor's degree or equivalent experience preferred.
• Ability to complete the SIE (Securities Industry Essentials) exam and obtain Series 6 & 63 FINRA licenses within department guidelines.
• Strong interpersonal and client relationship management skills.
• Customer-facing and/or inbound phone experience.
• Financial acumen and communication skills.
Nice-to-haves
• Entry-level experience in a customer service role.
• A learner's mentality and an appetite for financial knowledge.
Benefits
• Paid training
• Health insurance
• Dental insurance
• Tuition reimbursement
• Paid time off
• Parental leave
• Vision insurance
Apply Now
Apply Now
Responsibilities
• Answer client requests and complete transactions to resolve client needs.
• Assist external employers' 401(k) plan participants with account and plan information.
• Handle regulatory or tax-related issues via inbound phone calls and written communication.
• Provide support for financial and clerical transactions.
• Escalate issues as necessary.
Requirements
• Bilingual in Spanish and English.
• Bachelor's degree or equivalent experience preferred.
• Ability to complete the SIE (Securities Industry Essentials) exam and obtain Series 6 & 63 FINRA licenses within department guidelines.
• Strong interpersonal and client relationship management skills.
• Customer-facing and/or inbound phone experience.
• Financial acumen and communication skills.
Nice-to-haves
• Entry-level experience in a customer service role.
• A learner's mentality and an appetite for financial knowledge.
Benefits
• Paid training
• Health insurance
• Dental insurance
• Tuition reimbursement
• Paid time off
• Parental leave
• Vision insurance
Apply Now
Apply Now