Bilingual Financial Service Representative (Spanish required)
About The Position
The Bilingual Financial Service Representative services international clients who are non-U.S. residents and domestic clients across a range of service and trading needs. In a collaborative, fast-paced environment, the representative helps clients trade stocks, ETFs, mutual funds, and options, and responds to general account servicing inquiries. The role also includes translating documents for internal partners and providing service to clients in a foreign language as needed. Evening and overnight shifts also support clients within Stock Plan Services. The position requires Spanish proficiency and offers eligibility for a bonus and language incentive opportunities in addition to the salary range.
Requirements
- Must be able to read, write, and speak Spanish in addition to English.
- Series 7 and 63 licenses are required, or must be successfully obtained within the allotted training time as a condition of employment.
- Well-developed and effective verbal and written communication skills to establish trust and rapport with clients.
- Available to work a structured schedule and adhere to assigned schedules, including lunch and break times as determined by business needs.
- Positive attitude, enthusiasm, professionalism, strong work ethic, and a high level of integrity and ethics.
- Willingness and desire to learn in a fast-paced and evolving environment.
Nice To Haves
- Two or more years of college study in finance, economics, business administration, or a related area; a bachelor's degree is preferred.
- Two or more years of customer service experience, preferably in financial services.
- One or more years of experience working with clients through phone, chat, or email.
- Basic to intermediate knowledge of investment products and the ability to explain complex subjects by phone.
- Ability to quickly identify client needs, respond with empathy and compassion, and use sound judgment to take actions that achieve client objectives through phone, chat, or email.
- Flexibility to work across email, chat, and phone channels as business needs change.
- High flexibility in shift times, especially early mornings, as business needs require.
Responsibilities
- Service international (non-U.S. resident) and domestic clients with their service and trading needs.
- Assist clients with trading stocks, ETFs, mutual funds, and options.
- Respond to general account servicing inquiries.
- Provide document translation services for internal partners.
- Serve clients in a foreign language as needed.
- Support Stock Plan Services clients during evening and overnight shifts.
Benefits
- Eligible for a bonus.
- Language incentive opportunities.
- Flexible work options.
- Supportive culture and focus on employee development.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
