Bilingual Customer Service Rep - with Growth Opportunities

Interested in taking on a new challenge in the Financial Services industry? Or, maybe you are seeking entry into the industry? Either way; if you have a background in customer service, retail sales, banking or finance, let's talk! Join the Financial Services team that assists participants, plan sponsors and brokers with account maintenance and answering general questions about planning for retirement.

• 100% Remote
• Office Hours: 8am - 8pm Mon - Fri (38.75 hour work week)
  • Schedules are variable and based on business needs; open availability between 8am - 8pm EST is required for consideration
  • 5 weeks training
  • Considering applicants who reside in EST and CST

Responsibilities

What you’ll be doing:

• Receives and responds to 50-60 incoming calls per day from investment professionals and customers on multiple financial topics ranging from taxes, withdrawals, benefits, product features, costs, loans, premiums, payment schedules, etc.
• Interpret and apply all changes and enhancements to new and old products
• Cross-sells unfamiliar product line to support strategy of all business lines meeting goals
• Identifies the root cause to proactively offer consultative expertise and uncover the unstated need
• Maintains a documented record of conversations to best learn from customers
• Utilizes virtual technology and social media to enhance customer, financial advisor, and agent experience
• Follows all rules and regulations to ensure compliance.

Education:

• Completed degree in Finance, Business Administration, Communications, or a similar discipline preferred

Qualifications:

• 2 years retail, sales and/ or hospitality experience
• Fluent speaking Spanish - must be able to speak, read and write in Spanish

**Due to fiduciary guidelines applicants must submit to and pass a background and credit check

**Submitting to a drug test is also required

• Active Listening
• Typing Skills
• Basic Computer Skills
• Customer Service
• Financial Services
• financial advising
• Time Management
• Microsoft Office
• Adapting to Change
• Basic Software Skills
• Billing
• Data Entry
• critical thinking
• Analytical Thinking
• Verbal Communication
• Call Center Support
• Spanish (9 years of experience is required)

Qualifications
• Years of experience: 2 years
• Experience level: Entry Level

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.




Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

Applications accepted on ongoing basis until filled.