2 jobs found

Application Fulfillment Specialist - Bilingual Spanish or Mandarin REPORTS TO: Application Fulfillment Team Lead DEPARTMENT: Operations FLSA STATUS: Non-Exempt TRAVEL: None WORK SCHEDULE: Monday to Friday shifts between 7am to 8pm  LOCATION: Houston, TX onsite COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels.  There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016.  Our platform has processed close to $5 billion in claim benefits for end-consumers.  Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience.  We have...

**Your opportunity** In addition to the salary range, this role is eligible for a bonus and language incentive opportunities. As an **International Client Service Associate** , you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.” **What you have** **Required Qualifications:** · Must be able to read, write, and speak in Mandarin/Cantonese. · Series 7 & 63 licenses required OR a...