Offer summary
Qualifications:
Availability for a 40-hour workweek, Associate degree or higher preferred, Minimum one year customer service experience, Bilingual fluency in English and Spanish preferred, Willingness to work overtime as needed.Key responsabilities:
- Deliver outstanding service for retirement accounts
- Educate customers without sales pressure
- Communicate updates and process account modifications
- Prepare for FINRA Series 6 63 licensing
- Manage loan and withdrawal processes