Bilingual Wealth Associate Nationwide Remote

Company: VirtualVocations
Location: Shreveport
Posted on: September 1, 2024

Job Description:

A company is looking for a Premier Wealth Associate - Spanish Bilingual.

Key Responsibilities:

Provide exceptional service and support to customers on retail products and account types
Manage service requests including account opening, asset movement, and facilitating trades
Assist clients with trading of various securities in an inbound call center setting

Required Qualifications:

Bachelor's degree in business or finance preferred
2+ years customer service experience in the financial industry
Experience trading in equities, fixed income, and options preferred
FINRA Series 7 and Series 63 required
Fluency in both English and Spanish

Keywords: VirtualVocations, Shreveport , Bilingual Wealth Associate Nationwide Remote, Other , Shreveport, Louisiana

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