Bilingual Associate Job Description
Bilingual Associate Duties & Responsibilities
To write an effective bilingual associate job description, begin by listing detailed duties, responsibilities and expectations. We have included bilingual associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Bilingual Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Bilingual Associate
List any licenses or certifications required by the position: CSM, CFP, SSL, CE, UXMC, UXC, ACE, YMCA, SWIFT, FP&A
Education for Bilingual Associate
Typically a job would require a certain level of education.
Employers hiring for the bilingual associate job most commonly would prefer for their future employee to have a relevant degree such as High School and Bachelor's Degree in Education, Business, Associates, Communications, Finance, Child Development, Marketing, Behavioral Sciences, Accounting, Supervision
Skills for Bilingual Associate
Desired skills for bilingual associate include:
Desired experience for bilingual associate includes:
Bilingual Associate Examples
Bilingual Associate Job Description
- Provide exceptional service by acting as the point person for all Advisors service issues and working with the different business units to insure resolution in a timely manner
- Ability to obtain or give information in situations which require tact and diplomacy
- Must be able to respond to escalated issues and diffuse concerns in a professional manner
- Sharing of departmental duties in absence of peers
- Adherence to daily established service and quality standards
- Recognize and report Adverse Events using the appropriate forms
- Work directly with internal and external clients to request additional information or clarification as necessary
- Review patient information in database and ensure accurate documentation as per client needs
- Data entry of event information and pertinent details
- Reconciliation of event reports
- Working within a demanding environment, the role holder is involved in the full spectrum of work and/or issues dealt with by their team
- At least 1 year of experience in collections or at least 1 year of experience in a call center or at least 1 year of experience in customer service
- Fluent in English and fluent in Spanish
- MUST be fluently bilingual in English and French
- Some knowledge of Accreditation and Contracting requirements
- Understanding of the Advisor & MGA model
Bilingual Associate Job Description
- Filing of source documentation
- Other tasks assigned by the Manager, as needed
- Perform account management and customer service duties for established clients
- Develop sales campaigns, materials and assist in delivery of sales presentations
- Collect client and competitor information from Internet and other sources
- Work closely with and support efforts of other team members
- Assist in administrative functions as required
- Financial services designations
- 2+ Years financial services industry experience in a sales capacity
- Advance expertise in MS Office (Word, Excel, PowerPoint)
- Bachelor’s Degree strongly preferred High school diploma or GED required
- Bilingual, English/French strongly required
- Bachelor’s degree in related discipline or diploma in a life sciences program
- Minimum 1 year experience in Drug Safety, Clinical Research and/or equivalent and related experience in the pharmaceutical industry
- Familiarity with Adobe Pro an asset
- Can do attitude, with proven ability to meet strict deadlines
Bilingual Associate Job Description
- Strong Time Management and Organized skills with the ability to meet deadlines
- Resourcefulness and creative problem solving skills to provide effective solutions for clients
- Provide polite, professional, accurate and timely service to internal and external clients in the resolution of trade and/or account errors
- Communicate with representatives, clients and necessary third parties via telephone and fax
- Translate all French documents prior to processing
- Participate in projects and initiatives related to continuous improvement at the departmental level
- Ability to make sound, prudent judgement calls for the resolution of client issues
- Self-starter that is comfortable take initiative and ownership of account issues
- Fluency in French oral and written is mandatory
- Process electronic claims from Mexico and Brazil verifying specific fields are accurate
- Knowledge of medical terminology is a strong asset
- Bachelor’s Degree or some college preferred / High school diploma or equivalent necessary
- Must also be able to learn and regularly operate multiple company and customer owned transportation systems & applications
- Ability to work First, Second and Third Shift as needed
- Minimum of Bachelor’s degree in Business, Marketing, Professional Selling, Engineering or related field
- Fluent in the French & English language (written and oral)
Bilingual Associate Job Description
- Maintain personal volume log
- Research all "not in good order" requests from Assante advisors, assistants or Client services
- Communicate with Advisors, Assistants and Assante FSR representatives and necessary third parties via telephone, fax, letter or email
- Respond to queries Assante Mutual Fund Business Processing inquiries
- Completion of industry related courses (IFIC Sales, IFIC Operations, Canadian Securities Course) would all be considered strong assets
- Experience in a client services or call center environment and/or the Mutual Fund Industry is considered a strong asset
- Bilingual in English and French, written and verbal
- Receive requests from consumers and verify appropriate information included to process the requests
- Post inquiries to online files
- Generate printouts of consumer files and provide to associates responsible for mailing out disclosures
- Proven keyboarding skills with speed, accuracy and attention to detail
- Strong written communication skills and ability to concisely correspond with internal teams
- Ability to multi-task and manage high volumes of work
- Identify and action follow up questions to ensure all information is obtained
- Must be a positive, team player who understands their impact on the Customer Service Experience
- Bachelor’s degree in Business Administration, Technology or related discipline
Bilingual Associate Job Description
- Generate letters to consumers if more information is required to process requests
- May process requests from consumer walk-ins or assist with mail sorting and delivery when back up is needed
- Maintain and submit required daily records on production and inventory
- Maintain mailroom equipment by checking paper trays and toner
- Ensure compliance and keep current with all applicable provincial and federal laws and regulations, company policies and procedures
- Identify any non-conformances with the Quality Management Systems (QMS)
- Perform administrative duties such as reception and clerical responsibilities in an invitational and professional manner
- Maintain Principal’s calendar including scheduling meetings and conferences and events
- Monitor, respond to and distribute incoming communications including informational flyers, newsletters, notices, staff memos, and other written material
- Compile data for purpose of meeting school, district, state and federal requirements for financial, legal and/or administrative purposes
- Minimum three (3) years work relevant experience
- Proven ability to translate ideas and vision into product definition and requirement
- Strong ability to communicate with various levels of organization and customers
- Ability to make and present presentation material based on compelling storylines
- Must be able to work autonomously part of a cross-functional team
- Past experience in managing inventory in Mexico and/or Latin America, preferred