Job Information

Aston Carter Bilingual Financial Customer Service Rep in Orlando, Florida


Handles basic account service, helps with account access, guiding to website, checsk to make sure stock positions are transferred, cost basis etc. Guides through website to account statements. Assists with password resets online Transfer securities from other firms over and completes basic transactions Handles inbound calls to help with banking transition questions from recent acquisition, provides commonly asked information for clients moving to the new bank, Escalates complex issues or stock trading and product inquiries to a registered broker Will escalate calls needing further financial advice to financial advisors/brokers


customer service, call center, inbound call, bilingual, mandarin, spanish, cantonese, chinese, retail, banking, financial services, bank call center, customer service call center

Top Skills Details:

customer service,call center,inbound call,bilingual,mandarin,spanish,cantonese,chinese,retail

Additional Skills & Qualifications:

Requirements: Spanish and Chinese (Mandarin or Cantonese) are preferred in candidates. +1 year of customer service experience +call center preferred + financial services is a plus

Experience Level:

Entry Level

About Aston Carter:

Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.

At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email ( for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.