Licensed Bilingual Client Services Representative
About The Position
As a International Client Service Specialist , you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.” NOTE: This position is based in Orlando, FL and available for a Hybrid schedule post training. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Requirements
- Must be able to read, write, and speak in Spanish or Chinese/Mandarin (or Cantonese)
- FINRA Series 7 and 63 licenses required
- 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.
Nice To Haves
- FINRA Series 9-10 license preferred
- Bachelor's Degree
- Preferably 3-5 years of experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.
- Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.
- This department operates 24hrs a day, 6 days a week, so shift flexibility is highly preferred.
- Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
- A passion to continually learn, growing your knowledge in personal finance, US and foreign markets
- Ability to establish trust and rapport with clients over the phone
- Excellent interpersonal and written skills with a strong customer service focus are essential
- Resilience to help achieve client happiness in a fast-paced call environment
- Well-developed and effective writing skills to establish trust and rapport with clients through written communication
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
