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Bilingual IRA Account Specialist; Spanish/English — Hybrid
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-02-20
Listing for:
Witt/Kieffer
Full Time
position Listed on 2026-02-20
Job specializations:
-
Customer Service/HelpDesk
Bilingual, Spanish Customer Service -
Language/Bilingual
Bilingual, Spanish Customer Service
Job Description & How to Apply Below
A financial services organization is seeking a Bilingual Account Services Representative to support customers with 401(k) and IRA inquiries. The position requires fluent Spanish and English communication skills, with responsibilities including assisting customers via phone and providing account services.
This role offers a competitive salary, hiring bonus, and a supportive work environment with hybrid options. Ideal candidates will have 1-2 years of relevant experience and a strong focus on customer service.
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