Bilingual Advisor Job Description

Bilingual Advisor Job Description

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Bilingual advisor provides best–in- class customer service in assisting clients with their inquiries about our products, services, policies and claims through inbound calls.

Bilingual Advisor Duties & Responsibilities

To write an effective bilingual advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included bilingual advisor job description templates that you can modify and use.

Sample responsibilities for this position include:

Escalates Employee/manager issues to SSS, Tech Services, Project Services, Connections Team, Carriers, Development or other 3rd parties as appropriate
Translating different products, research and content elements from English to Japanese and vice versa
Resolves routine, general questions and problems submitted by customers via phone with limited variety following established guidelines and standard scripts and procedures
Building Excel spreadsheets for and producing various tracking reports and work on Power Point (updating information for presentations), including working on brochures and marketing material
Process and manage day-to-day email and phone business in French and English efficiently to ensure individual metrics and goals are met
Process and manage day-to-day email and phone business in Spanish and English efficiently to ensure individual metrics and goals are met
Resolves routine, general questions and problems submitted by customers via different sources with limited variety following established guidelines and standard scripts and procedures
Copying and editing product terms in Japanese and English
Conducting product / market / user research in Japanese
Writing / editing different content summaries/elements in the product

Bilingual Advisor Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Bilingual Advisor

List any licenses or certifications required by the position: CFP, ASE, BCFP, MCSE, RHCE, CCNA, VCP, SHRM, OHS

Education for Bilingual Advisor

Typically a job would require a certain level of education.

Employers hiring for the bilingual advisor job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Nursing, Education, Finance, Associates, Management, Real Estate, Technical, Sound, Human Resources

Skills for Bilingual Advisor

Desired skills for bilingual advisor include:

Financial industry
Industry and internal policies and procedures
Japanese culture and trends
Pricing
Procedures
Products
Promotions
Registered Products
Investment products and services
Banking products and services desired

Desired experience for bilingual advisor includes:

A respected business partner who adds value to the broader team and can diplomatically handle conflict
Helping recruit local Japanese users for product feedback
Moderating research sessions with Japanese users
Copy edit product terms in Japanese and English
Translate different product, research and content elements from English to Japanese and visa-versa
Conduct product/market/user research in Japanese

Bilingual Advisor Examples

1

Bilingual Advisor Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of bilingual advisor. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for bilingual advisor
  • Educates customers on products and services that are relevant to their needs
  • Maintaining up-to-date knowledge of all SOBRA program policies and procedures and the SIS/MIS information system
  • Analysis of financial information and assisting with financial decisions to help clients plan for short and long term savings and investment goals
  • Suggest improvements to company processes (e.g., website, FAQ, UI/UX, back office procedures)
  • Representatives will help prospects/clients/members develop financial goals
  • Work in a fast-paced contact center environment, engages authentically with business and residential customers who look for expertise, solutions and advice on their electric utility services
  • Make decisions and recommendations based on knowledge of and interpretation of pre-established policy and precedents
  • Successfully meets or exceeds performance-based goals
  • Proactively build managers’ capabilities through roundtables, information sessions, just in time coaching, and broad communications so that they are empowered to effectively handle employee situations
  • As Bilingual Private Banking Associate/Client Care Advisor hybrid role, you will meet with all new clients and outline how the PBA role provides support as part of the relationship team
Qualifications for bilingual advisor
  • We are looking for Both French Bilingual and English only candidates for our current hiring needs
  • Qualified candidates must be able to successfully obtain a General Insurance License for Ontario (and other provinces) to begin work in this position (full training will be provided to assist you in reaching this goal)
  • All the tools, training, and team support you need to grow your business and career
  • Strong relationship-building and collaboration skills are required
  • A supportive, dynamic culture where you can grow your career and be recognized for your talent
  • Create a legendary customer experience at every interaction and look for ways to contribute to on-going improvement of the overall customer experience
2

Bilingual Advisor Job Description

Job Description Example
Our innovative and growing company is looking for a bilingual advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for bilingual advisor
  • Support Regional Vice President and help with Calendar booking
  • Pulling data or pulling Home of Best Fit lists for markets and MyProcurement ordering
  • Investigate, negotiate and settle claims of low to moderate exposure and complexity within specific authority
  • Manage a large claims case load, primarily involving claims originating from Quebec, and focus on successful recovery opportunities
  • Provide quality customer service to external and internal customers and answer queries relating to the claims process
  • Serve as the first point of contact for providing Developer Program support via email and phone in both French and English
  • Handling Developer Program setup, resources, and usage questions in both French and English
  • Effectively position and communicate technical issue resolution via phone or email in both French and English
  • Manages irate or emotional callers in a professional manner, and co-ordinates the handling of difficult and/or unusual situations
  • Provides customer account information related to deposit and loan accounts
Qualifications for bilingual advisor
  • Provide sound advise at every customer interaction to create a legendary customer experience
  • Complete straight through process for claims that meet the eligibility requirements
  • Advise the customer of coverage and the claims process
  • Claims Notification and Investigation
  • Adjusting Fundamentals
  • Medical/ Rehabilitation Knowledge/ Experience
3

Bilingual Advisor Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of bilingual advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for bilingual advisor
  • Serve as the first point of contact for providing Developer Program support via email and phone in both Spanish and English
  • Handling Developer Program setup, resources, and usage questions in both Spanish and English
  • Effectively position and communicate technical issue resolution via phone or email in both Spanish and English
  • Leverage organizational strategy and labor market knowledge to find top talent
  • Develop and execute a staffing strategy for assigned businesses focused on creative sourcing methods to identify high-potential, diverse talent
  • Anticipate changing needs of hiring managers and the businesses s/he supports and adjust strategy accordingly
  • Build and maintain a strong internal network with key stakeholders
  • Hold accountability for performance targets (i.e., conversion ratio, recruiting effectiveness, hiring manager and candidate satisfaction)
  • Enable optimization of hiring decisions in the context of the broader talent strategy
  • Challenge and educate hiring managers on talent assessment, business/talent risks of hiring certain candidates, and talent assumptions
Qualifications for bilingual advisor
  • Home Construction/ Building Material Knowledge/Experience
  • Understanding Vehicle Parts & Components
  • Customer Needs & Advise
  • Listening & Questioning
  • Effective Communication Listening, Empathy & Compassion
  • Show Excellent Judgment
4

Bilingual Advisor Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of bilingual advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for bilingual advisor
  • Complete and file applications
  • Initiate and maintain proper follow-up with the patient and government agency caseworkers to ensure timely processing and completion of all mandated applications and accompanying documentation
  • Ensure all insurance, demographic and eligibility information is obtained and entered into the system accurately
  • Document progress notes to the patient’s file and the hospital computer system
  • Covers and assists with other office functions as requested
  • Will be required to make field visits as necessary
  • Conduct personal consultations with prospects and clients, ensuring their pre and post onboarding experience is effortless
  • Explain complex transactional and financial investment principles clearly
  • Deliver an above-and-beyond client experience through multiple channels including phone, email, live chat
  • Champion change and continuous improvement of client service by identifying opportunities and following them through to implementation
Qualifications for bilingual advisor
  • Must be able to communicate written and verbally in both English and French and is required
  • Bachelors in Human Resource/Business Management or equivalent experience
  • Bi-lingual in English and Spanish, both in written and verbal communication
  • 2-4 years of experience in leave and benefits administration is preferred
  • Demonstrates in-depth of knowledge for all Company policies and Federal, State/Provincial, and local leave laws
  • Regular and predictable on-site attendance
5

Bilingual Advisor Job Description

Job Description Example
Our company is hiring for a bilingual advisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for bilingual advisor
  • Act as the internal voice of the clients, offering insights to all areas of the business to help build a better product
  • Representatives will be responsible for outbound calls on marketing campaigns and documentation of daily activities in CRM
  • Effectively serve our large to small businesses and governmental customers
  • May provide functional direction to other customer Energy Advisors and sometime serve as a lead answer person
  • Delivers high quality, courteous, and professional customer service
  • Manages and resolves customer complaints with empathy
  • Analyzes and resolves concerns using multiple systems to provide appropriate energy solutions
  • Exceeds customer expectations by providing first call resolution with empathy and service knowledge
  • Providing investment advice to all existing and prospective clients over the phone
  • Recommend an appropriate mix of funds, and explain why they are the most appropriate funds for each particular client
Qualifications for bilingual advisor
  • High school diploma and a minimum of 3 years of experience are required
  • Experience working with varying levels of leadership including Supervisors and Senior Managers/Executives hourly employees
  • High school diploma or GED is required (Associates degree preferred) and a minimum of 1 year customer service / call center experience
  • Most be fluent in English and Spanish, able to speak, read and write
  • Ability to speak fluently in both English and Spanish
  • Skilled in handling multiple software tools

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