Bilingual Retirement Plan Services Representative (English and Spanish)

About the position Responsibilities • Answer reputed company requests and complete transactions to resolve reputed company needs. • Assist external reputed company' 401(k) plan participants with account and plan information. • Handle regulatory or tax-reputed company issues reputed company inbound phone calls and written communication. • reputed company 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 reputed company) exam and obtain Series 6 & 63 reputed company licenses reputed company department guidelines. • Strong interpersonal and reputed company relationship management skills. • Customer-facing and/or inbound phone experience. • Financial acumen and communication skills. reputed company-to-haves • Entry-level experience in a customer service role. • A learner's mentality and an appetite for financial knowledge. Benefits • reputed company • Health insurance • Dental insurance • Tuition reimbursement • reputed company time off • Parental leave • reputed company insurance Apply tot his job Apply To this Job