Bilingual Brokerage AssociateVirtualVocations • Fort Myers, Florida, United States

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Bilingual Brokerage Associate

VirtualVocations • Fort Myers, Florida, United States

[job_card.30_days_ago]

[job_preview.job_type]

[job_card.full_time]

[job_card.job_description]

A company is looking for a Bilingual Premier Brokerage Associate.

Key Responsibilities

Provide exceptional service and support to retail customers, explaining concepts clearly in both English and Spanish

Assist clients with trading and managing service requests for various securities in an inbound call center setting

Demonstrate knowledge of brokerage transactions and uncover business opportunities for the Retirement Advisor Team

Required Qualifications

Fluency in English and Spanish

Active FINRA Series 7 and Series 63 licenses required

2+ years of customer service experience, preferably in financial services

Knowledge of equities trading, fixed income, and options

Prior remote work experience preferred

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Brokerage Associate • Fort Myers, Florida, United States

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