Bilingual Customer Pro: Regulatory & Consultative Support

Hispanic Chamber of Columbus; Columbus (OH); On-site; USD 42,000 - 60,000; Full time

Job summary

Hispanic Chamber of Columbus is seeking a Representative to provide exceptional service to members, partners and investment professionals. You will learn high-level product and regulatory requirements to analyze and resolve account questions and plan inquiries.

Receive calls from investment professionals, plan sponsors and members; stay updated on current and legacy products; ensure compliance with FINRA rules and state laws; and document conversations to strengthen member relationships.

Qualifications

• 1 year of customer-facing experience in retail, hospitality, or related fields.
• Ability to understand product suites and regulatory requirements.
• Strong problem-solving and communication skills.

Responsibilities

• Receive and respond to incoming calls from investment professionals, plan sponsors and members on a variety of topics.
• Understand different product suites, including current line-up and legacy products.
• Interpret changes and enhancements to products based on change communications.
• Identify underlying questions and offer consultative expertise.
• Maintain records of conversations and document to support client strategy.
• Follow rules and regulations to ensure compliance with FINRA and applicable laws.
• Educate customers on tax implications, penalties, and plan benefits.
• Analyze problems to determine best action and resolve escalations with internal partners.
• Apply lean methodology in daily interactions through meetings and huddles.
• Develop career path through monthly meetings with leadership.
• Set goals and expectations for success now and future opportunities.

Skills

Customer service

Communication

Regulatory compliance

Job description

Hispanic Chamber of Columbus is seeking a Representative to provide exceptional service to members, partners and investment professionals. You will learn high-level product and regulatory requirements to analyze and resolve account questions and plan inquiries.

Receive calls from investment professionals, plan sponsors and members; stay updated on current and legacy products; ensure compliance with FINRA rules and state laws; and document conversations to strengthen member relationships.