Financial Service Representative- Retirement and Benefits Investment Specialist Bilingual Spanish
4 weeks ago
Description
:This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.
Successful applicants who have already passed the SIE exam at the time of offer may be eligible for a $2500 bonus, in accordance with terms and conditions set forth in the offer letter.
You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start date. You will achieve this through scheduled study time, in depth online resources and on-site coaching and support.
The Licensing Program provides you with the coaching and guidance that you’ll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7, and Series 63 licensing). These credentials along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill.
Responsibilities:
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential riskRequired Qualifications:
Bilingual Spanish Non-licensed candidates will be expected to obtain FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days. Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays Communicates effectively and confidently with all clients to make their financial lives better Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections Comfortable receiving ongoing performance feedback and coaching Ability to learn and adapt to new information and technology platforms Minimum of an intermediate level of proficiency with computers and current technology Must be flexible to work various shifts; Monday – Sunday , 7:00 am – 10:00 pm EST; 40 hours per week**1st and 2nd shifts **
Desired Qualifications:
Experience in a call center or a financial/banking center Customer service experience Understands Retirement plans and products Knowledge of financial terms and conceptsSkills:
Account Management Customer and Client Focus Issue Management Oral Communications Regulatory Compliance Active Listening Adaptability Problem Solving Risk Management Attention to Detail Business Acumen Trading Valuation Ethics and Practice StandardsShift:
1st shift (United States of America)Hours Per Week:
40-
Jacksonville, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for...
-
Customer Service Specialist
2 weeks ago
Jacksonville, United States TOTE Maritime Full time** Customer Service Specialist (Bilingual/Spanish Required)** **Job Category****:** Customer Service **Requisition Number****:** CUSTO001313 Showing 1 location **Job Details** **Description** TOTE Maritime Puerto Rico is looking for a Customer Service Specialist like you! The TOTE Maritime Puerto Rico Customer Service Specialist position is responsible for...
-
Bilingual (Spanish) Sales Representative FT or PT
2 months ago
Jacksonville, United States Wellington Hawkins State Farm Agency Inc Full timeJob DescriptionJob DescriptionLocal State Farm Jacksonville agency has an immediate opening for a Bilingual Sales Representative (Spanish/English). Both Part-Time and Full-time opportunities are available. No insurance experience is necessary, as we will train the right person! If you are a motivated, friendly, people-person, great at opening doors and...
-
Bilingual Customer Service Representative
2 days ago
Jacksonville, United States Florida One Insurance Full timeJob DescriptionJob DescriptionAre you fluent in both English and Spanish? Imagine being the bridge between our company and our diverse clientele, providing exceptional service in both languages. As a Bilingual Customer Service Representative at Florida One Insurance, you will have the opportunity to showcase your language skills and make a difference in...
-
Bilingual Spanish/English Loan Processor
3 days ago
Jacksonville, United States Triad Financial Services, Inc. Full timeJob DescriptionJob DescriptionIf you are looking to join a growing team in a niche industry that offers career growth, market leading compensation, internal training programs, apply to Triad Financial Services, today! We offer strong benefits packages, including 401K w/corp matching, 3 weeks PTO, 7 federal holidays, tuition reimbursement, training, bonus...
-
Jacksonville, United States Alivi Full timeJob DescriptionJob DescriptionRemote CSR Position starting at $16.50 per hour, with potential to earn up to $20 per hour based on performance metrics! Join us from the comfort of your home!COMPANY OVERVIEWAlivi exist to help people live a happier and healthier life. We design, build, and manage healthcarebenefits. Alivi has over 200 employees that manage...
-
COLLECTOR - Bilingual (Spanish)
2 weeks ago
Jacksonville, United States Scott-McRae Automotive Group Full timeUS Auto Credit has an immediate opening for a bilingual Spanish speaking collector. As a collector you will initiate contact of past due borrowers to facilitate bringing of loan to current status thereby lowering delinquencies in loan portfolios overall. Compliance to current regulations and guidelines is essential. You must be able to multi-tasks and handle...
-
COLLECTOR - Bilingual (Spanish)
3 weeks ago
Jacksonville, United States U.S. Auto Credit Corporation Full timeJob DescriptionJob DescriptionUS Auto Credit has an immediate opening for a bilingual Spanish speaking collector.As a collector you will initiate contact of past due borrowers to facilitate bringing of loan to current status thereby lowering delinquencies in loan portfolios overall. Compliance to current regulations and guidelines is essential.You must be...
-
COLLECTOR - Bilingual (Spanish)
2 weeks ago
Jacksonville, United States U.S. Auto Credit Corporation Full timeJob DescriptionJob DescriptionUS Auto Credit has an immediate opening for a bilingual Spanish speaking collector.As a collector you will initiate contact of past due borrowers to facilitate bringing of loan to current status thereby lowering delinquencies in loan portfolios overall. Compliance to current regulations and guidelines is essential.You must be...
-
Bilingual Customer Service Representative
3 weeks ago
Jacksonville, United States Akorbi Workforce Solutions Full timeJob DescriptionJob DescriptionWe are seeking a skilled Bilingual Customer Service Representative ( Spanish Speaking) in Jacksonville, FL to join our client’s team, one of the US’s largest Security companies. Job description Qualifications:THIS IS A REMOTE POSITION!! bilingual candidate (Spanish Speaking) in the Jacksonville, FLAll candidates must...
-
Bilingual (Spanish-English Speaking) Underwriter
6 hours ago
Jacksonville, United States Triad Financial Services, Inc. Full timeJob DescriptionJob DescriptionCompensation Range: $22 - $26.50/hourly plus strong incentive planJob Overview: As a Mortgage Underwriter, you will play a critical role in our mortgage lending team, responsible for evaluating and underwriting mortgage loan applications to ensure adherence to company policies, regulatory guidelines, and investor requirements....
-
Bilingual Customer Service Representative
1 week ago
Jacksonville, United States Akorbi Workforce Solutions Full timeJob DescriptionJob DescriptionWe are seeking a skilled Bilingual Customer Service Representative ( Spanish Speaking) in Jacksonville, FL to join our client’s team, one of the US’s largest Security companies. Job description Qualifications:THIS IS A REMOTE POSITION!! bilingual candidate (Spanish Speaking) in the Jacksonville, FL Indianapolis, IN &...
-
Bilingual Customer Service
2 weeks ago
Jacksonville Beach, United States Ascendo Full timeJob Title: Bilingual Customer Service Representative (Spanish/English)Location: Jacksonville, FloridaPosition Overview: As a Bilingual Customer Service Representative, you will play a crucial role in providing top-notch service to our diverse customer base. You will be responsible for addressing customer inquiries, resolving issues, and maintaining positive...
-
Originations Customer Care Associate
1 month ago
Jacksonville, FL, United States Triad Financial Service Inc. Full timeJob Category: Loan ServicingRequisition Number: ORIGI001514Posted: April 24, 2024Full-TimeJacksonville, FL 32224, USAJob DetailsDescriptionTriad Financial Services, Inc., is your trusted partner in the world of manufactured & mobile home loans! With more than 60 years of lending experience, we are a top choice for Borrowers, Dealers, Lending Institutions,...
-
Originations Customer Care Associate
2 months ago
Jacksonville, United States Triad Financial Services, Inc. Full timeJob DescriptionJob DescriptionTriad Financial Services, Inc., is your trusted partner in the world of manufactured & mobile home loans! With more than 60 years of lending experience, we are a top choice for Borrowers, Dealers, Lending Institutions, and Realtors nationwide. Our mission is simple: to be the friendliest, hardest working, and most...
-
Jacksonville, United States Bank of America Full timeDescription : Sr Registered Reps have at least one year call center experience. Handle more complex calls including Integrated Benefits, Non-Qual. Plans, Defined Benefit Plans, Merrill Lynch Advice Access, and Self-Directed Brokerage. Required Qualifications: FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63...
-
Financial Representative
4 weeks ago
Jacksonville, United States Modern Woodmen of America Full timePlease note this is a SALES/Commission position within the Financial Services industry.The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About you ·...
-
Financial Representative
1 month ago
Jacksonville, United States Modern Woodmen of America Full timePlease note this is a SALES/Commission position within the Financial Services industry.The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About you ·...
-
Financial Representative
1 week ago
Jacksonville, United States Modern Woodmen of America Full timePlease note this is a SALES/Commission position within the Financial Services industry.The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About you ·...
-
Financial Representative
2 weeks ago
Jacksonville, United States Modern Woodmen of America Full timePlease note this is a SALES/Commission position within the Financial Services industry.The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About you ·...