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Bilingual Customer Service Associate - NWPS

Job in Towson, Baltimore City, Maryland, 21284, USA
Listing for: Raymond James Financial, Inc.
Full Time position
Listed on 2026-07-20
Job specializations:
  • Customer Service/HelpDesk
    Bilingual, Customer Service Rep
Job Description & How to Apply Below
** Essential Duties and Responsibilities*
* + Answer inbound calls

+ Provide exceptional customer service information regarding 401(k), 403(b) or other qualified plans

+ Educate participants about their retirement account and features

+ Perform data entry and other administrative tasks

** Knowledge, Skills, and Abilities*
* ** Knowledge of:*
* + 401(k) or other qualified retirement plans preferred, but not required

+ Microsoft Office Suite with demonstrated proficiency in Excel, Word, Outlook, and Power Point

+ Salesforce preferred, but not required

** Skill in:*
* + Bilingual written and verbal communication (Spanish/English)

+ Clear, concise, and professional verbal and written communication

** Ability to:*
* + Multitask and manage priorities effectively

+ Solve problems and make sound decisions

+ Demonstrate initiative and a proactive approach

+ Adapt to change in a dynamic environment

+ Maintain quality and accountability for results

** Educational/Previous Experience Requirements*
* + High School Degree or equivalent

OR

+ Any equivalent combination of education, experience and/or training approved by Human Resources.
Position Requirements
10+ Years work experience
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