Offer summary
Qualifications:
Associate degree or higher required, 1 year customer service experience, Bilingual in English and Spanish is a plus, Full-time availability with flexible hours, Openness to learn financial policies.Key responsabilities:
- Provide outstanding service to retirement accounts
- Educate clients without sales pressure
- Process contribution, loan, and withdrawal requests
- Manage account changes based on instructions
- Train for FINRA Series 6 & 63 licenses