Bilingual Brokerage Associate

Job Summary

A company is looking for a Bilingual Premier Brokerage Associate to provide exceptional service to clients in both English and Spanish.

Key Responsibilities

• Provide exceptional service and support to retail customers regarding trading and account management
• Manage service requests including account opening, asset movement, and trade facilitation
• Demonstrate knowledge of brokerage transactions and uncover leads 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
• FINRA fingerprinting required