Bilingual English/Spanish Client Services Rep - Brokerage
Listed on 2026-10-06
-
Customer Service/HelpDesk
Bilingual, Bank Customer Service, Banking & Finance -
Finance & Banking
Bank Customer Service, Banking & Finance
Tradier Inc. in Charlotte, NC seeks a brokerage client services professional to provide top-tier service to Registered Investment Advisors and self-directed trading clients.
The role involves handling inbound inquiries, assisting with accounts paperwork, and coordinating with the clearing firm to resolve issues. Ideal candidates have at least 2 years in brokerage or banking customer service, strong Excel/Word skills, and relevant licenses (SIE, Series 7, 63) are preferred.
Our team is growing, and we are hiring a Bilingual English/Spanish Client Services Rep
- Brokerage in Charlotte, NC, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Bilingual English/Spanish Client Services Rep
- Brokerage role in the description above.
We appreciate your interest in this position.
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