Bilingual Financial Services Representative

3 weeks ago

Owings Mills, Maryland, United States Aston Carter Full time

Description:

Service Associates will be supporting our clients' own customers with their needs. This position will be taking incoming calls throughout the day. Will be talking to shareholders with a variety of calls. Needing to change information, updating info. Could be very entry level calls or could be more complex with a number of things that could be coming up with their accounts. Will be looking at taking upwards of 20-30 calls per day. Won't be taking any calls that require giving financial advice but will help point their client in the right direction. Will be working with a few different systems and web-based programs, 5-7 programs daily should be expected.

 Fulfills client service requests to their accounts, including but not limited to, address change, bank account information change, online assistance, basic tax form questions, account change of ownership requests, and research of past transactions, to maintain accurate information and provide a high level of customer service

 Processes unsolicited orders as requested by client in a timely and accurate manner

 Uses consultative process to identify/address client needs through questioning and offering the most appropriate solution

 Uses consultative approach to identify new services that may be appropriate for the client. By discussing new or additional services relevant to the client, the service associate may act on opportunities to create value and present mutually beneficial solutions to the client

 Service associates transfer calls to the business development group to build on current relationships with clients and potentially increase assets under management

 De-escalate and help remediate client concerns and issues by taking ownership and building credibility with the client to resolve the client request in a timely manner therefor building confidence in the firm

Skills:

customer service, Data entry, customer service oriented, customer service skills, inbound call, data entry accuracy, financial services, financial knowlegde, customer support, customer experience

Additional Skills & Qualifications:

REQUIRED QUALIFICATIONS:

High school diploma or equivalent

Effective demonstration in the following areas:

1. Shows a service orientation

2. Collaborates with others

3. Identifies and resolves problems

4. Communicates clearly

MUST BE FLUENT IN SPANISH AND ENGLISH

Experience Level:

Expert Level

About Aston Carter:

Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.

At Aston Carter, we're dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients' capabilities by seeking solvers and delivering solutions to address today's workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

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