Bilingual Premier Service Associate

Empower Geographics Inc

Base: $45,700.00 - $62,875.00; bonus/equity: non-s...
**
Fluency in english and spanish
Inbound call handling for clients
Knowledge of brokerage transactions
** Empower Geographics Inc. is seeking a Bilingual Premier Service Associate to support English and Spanish-speaking clients with their investment needs in a hybrid work environment. The role requires financial customer service experience, fluency in both languages, and knowledge of financial markets and regulatory requirements. **

Job Summary

  • The role involves supporting existing English and Spanish speaking clients with all aspects of their investment needs including trading and asset movement.
  • Employees are expected to demonstrate knowledge of brokerage transaction rules, corporate actions, suitability, and tax implications while delivering efficient client experiences.
  • The company offers a comprehensive benefits package including medical insurance, a 401(k) plan with up to 6% matching, and paid volunteer time.

Matching Summary

Match Score: 75

** Empower Geographics Inc. is seeking a Bilingual Premier Service Associate to support English and Spanish-speaking clients with their investment needs in a hybrid work environment. The role requires financial customer service experience, fluency in both languages, and knowledge of financial markets and regulatory requirements. **

Salary

Base: $45,700.00 - $62,875.00; Bonus/Equity: Non-sales positions eligible for bonus program; Benefits: Medical, dental, vision, life, 401(k) match, tuition reimbursement

Skills & Requirements

Must-have

  • Fluency in English and Spanish
  • Inbound call handling for clients
  • Knowledge of brokerage transactions
  • Understanding of regulatory requirements
  • Multi-tasking across financial systems

Nice-to-have

  • Strong written and verbal presentation skills
  • Experience with retirement account operations
  • Ability to uncover new business leads
  • Background in retail IRA or 401K service

Key Requirements

  • Bachelor's Degree required
  • 2+ years financial customer service experience
  • FINRA Series 6 and Series 63 licenses
  • Authorized to work in the U.S. without sponsorship

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter