Offer summary
Qualifications:
High proficiency in English and Spanish, Strong technical skills with multitasking ability, Investment industry experience is a plus, College degree or relevant experience desired, Ability to navigate different systems.
Key responsabilities:
- Provide customer service via inbound calls
- Resolve complex customer inquiries and issues
- Process transactions for mutual fund account holders
- Participate in ongoing training and stay updated
- Work independently or as part of a team