Bilingual Global Service Specialist
3 weeks ago
We are seeking a highly skilled and motivated Bilingual Global Service Specialist to join our team. As a Global Service Representative, you will be responsible for providing exceptional customer service to international and domestic clients. Your primary focus will be on servicing clients with all their service and trading needs, including trading stocks, ETFs, mutual funds, and options. You will also be responsible for completing document translation services for internal partners and clients as needed.
Key Responsibilities- Provide exceptional customer service to international and domestic clients
- Service clients with all their service and trading needs, including trading stocks, ETFs, mutual funds, and options
- Complete document translation services for internal partners and clients as needed
- Work in a collaborative, fast-paced environment to assist with trading and client service inquiries
- Develop and maintain strong relationships with clients to ensure their needs are met and exceeded
- Must be able to read, write, and speak in Spanish or Chinese/Mandarin
- FINRA Series 7 and 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time
- Preferred Qualifications: FINRA Series 9-10 license, 3-5 years of experience in Client Service, Financial Services, and/or Brokerage Services
- A competitive salary and bonus structure
- A comprehensive benefits package, including health, dental, and vision insurance
- A 401(k) plan with company match and Employee Stock Purchase Plan
- Paid time off, including vacation, volunteering, and 28-day sabbatical after every 5 years of service
- Paid parental leave and family building benefits
- Tuition reimbursement
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