NewOutreach Executive I - Bilingual Oak Street HealthOutreach Executive I - BilingualPhoenix, AZ$18.50–$35.29Outreach Executives will work very closely with their Outreach Managers, Outreach Directors, and Community Relationship Managers to help drive new patient growth locally in their assigned territory. Resolving any concerns & complaints new prospects & patients may have about Oak Street Health by working with prospect to understand the concern or directing the prospect or patient to another Oak Street employee.
NewOutside Sales Representative - Phoenix, AZ (Bilingual Spanish) System OneOutside Sales Representative - Phoenix, AZ (Bilingual Spanish)Phoenix, AZ$39,600–$92,400 / yearDrive sales growth by leveraging deep product knowledge to educate potential customers on POS systems and online ordering platforms, converting leads into loyal clients through personalized consultative selling strategies. Build and nurture relationships by scheduling in-person appointments at clients’ restaurants/businesses to demonstrate the value of Clover and BentoBox solutions for streamlining operations and boosting revenue.
NewEquipment Rental Specialist Sunbelt RentalsEquipment Rental SpecialistPhoenix, AZ$24.05–$28.55 / hourRelated experience may include: Account Manager, Rental Sales, Parts Sales, Service Manager, Customer Service Representative, Construction Manager, Tools Manager, Counter Sales Representative, Equipment Associate, Manager Trainee, Manager in Training, Skilled Craftsman, Brand Ambassador. Equipment Rental Specialist is an experienced inside sales role responsible supporting telephone and walk-in customers with rentalsof all types of construction/industrial equipment.
Senior Banker - bilingual Spanish required Bank of America CorpSenior Banker - bilingual Spanish requiredPhoenix, AZJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
Bilingual Sr. Hr. Manager- Grand Canyon University AramarkBilingual Sr. Hr. Manager- Grand Canyon UniversityPhoenix, AZThis role oversees all aspects of service delivery, providing guidance, mentorship, and direction to ensure consistent, high-quality support for a diverse, multilingual workforce. HR Manager is responsible for leading a team of HR professionals within a service center/shared services environment, with a strong emphasis on bilingual service delivery.
NewSr Mobile Expert, Bilingual - Spanish Preferred T-MobileSr Mobile Expert, Bilingual - Spanish PreferredChandler, CaliforniaThis store uniquely brings Team of Experts to life, where Experts and Leaders are working directly with peers in Customer Service and Engineering to create a one-stop to resolution for solving customer pain points. With a team-based culture that rewards and recognizes contribution to experience as well as store results, Experience Experts will be uniquely set up for success to deliver the BEST sales and service experiences in a customer's lifetime.
NewBilingual Senior Accountant HotFoot RecruitersBilingual Senior AccountantPhoenix, AZThis role is ideal for candidates with a strong accounting background, bilingual proficiency, and the ability to work closely with leadership in a fast-paced environment. HotFoot Recruiters is seeking an experienced Bilingual Senior Accountant to support financial operations and reporting in Arizona.
Sr. Superintendent - Data Center (Bilingual, TRAVEL) The Archetype StrategySr. Superintendent - Data Center (Bilingual, TRAVEL)Phoenix, AZFull timeBring your leadership skills, technical expertise, and passion for construction excellence to a role that challenges you every day while offering opportunities for growth across diverse locations worldwide. The ideal candidate will possess strong management skills, extensive construction site experience, and the ability to travel as needed to various project sites.
NewSr. Logistics Customer Service Specialist I (Bilingual English/Korean) FNSSr. Logistics Customer Service Specialist I (Bilingual English/Korean)Phoenix, AZ$60,000–$75,000 / yearSince its inception in 1995, FNS has been focused on providing the best total logistics services by implementing our core values: trust, communication, team play, challenge, and balance. We specialize fields of work where professionals can nurture their talent, and we focus on every member's work-life balance so that members may cooperate and care for each other like family.
Sr. Consumer Loan Specialist - Sales Customer Service (Bilingual Preferred) Republic Finance LLCSr. Consumer Loan Specialist - Sales Customer Service (Bilingual Preferred)Chandler, AZYour primary responsibility is to ensure a positive total customer experience while originating consumer loans, completing loan applications, developing strong customer relationships and meeting sales goals. Company-wide, we participate in various philanthropic efforts such as volunteer opportunities, food drives and back to school drives as well as an annual fund raiser for St. Jude Children''s Research Hospital.
NewLoan Officer Assistant - Bilingual (Spanish/English) Lower Holding CompanyLoan Officer Assistant - Bilingual (Spanish/English)Phoenix, AZWhat you'll do: Front- end support for Loan Officer, speak with clients regarding goals, needs, and qualifications; after qualifying conversation, collaborate alongside Loan Officer for next steps in the financing process. Job Description: We are seeking an experienced Bilingual Loan Officer Assistant fluent in Spanish and English to assist borrowers in their home buying or refinance journey.
Customer Service Representative - Bilingual Spanish, Healthcare Maximus IncCustomer Service Representative - Bilingual Spanish, HealthcarePhoenix, AZMaximus is hiring Bilingual (English/Spanish) Customer Service Representatives (CSRs) to provide compassionate, reliable support to individuals navigating healthcare programs. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at applicantaccom@maximus.com.
Loan Officer Assistant - Bilingual (Spanish/English) LowerLoan Officer Assistant - Bilingual (Spanish/English)Phoenix, ArizonaFront- end support for Loan Officer, speak with clients regarding goals, needs, and qualifications; after qualifying conversation, collaborate alongside Loan Officer for next steps in the financing process. We are seeking an experienced Bilingual Loan Officer Assistant fluent in Spanish and English to assist borrowers in their home buying or refinance journey.
Associate Customer Service Representative Spanish Bilingual Everyday Banking Wells Fargo & CoAssociate Customer Service Representative Spanish Bilingual Everyday BankingPhoenix, AZServices include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Customer Service Representative I - Bilingual (Spanish) CorVel CorpCustomer Service Representative I - Bilingual (Spanish)Phoenix, AZRemote$13.94–$21.48 / hourPay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. ABOUT CORVEL: CorVel, a certified Great Place to Work Company, is a national provider of industry-leading risk management solutions for the workers' compensation, auto, health and disability management industries.
Customer Service Representative (Bilingual) Community Choice Financial Family of BrandsCustomer Service Representative (Bilingual)Phoenix, ArizonaFull timeOur Purpose: The Community Choice Financial® Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You’ll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.
Bilingual (Spanish) Advanced Practice Provider (NP or PA): Cardiology Devoted Health IncBilingual (Spanish) Advanced Practice Provider (NP or PA): CardiologyAZRemoteAs part of the clinic you will also provide dedicated clinical services during part of your clinical time to our heart failure clinic which is a highly tailored, specialty center focused on providing best in class heart failure management including optimizing guideline directed medical therapy, providing health coaching, and managing volume overload. That's why we're gathering smart, diverse, and big-hearted people to create a new kind of all-in-one healthcare company - one that combines compassion, health insurance, clinical care, service, and technology - to deliver a complete and integrated healthcare solution that delivers high quality care that everyone would want for someone they love.
Customer Service Representative I - Bilingual (Spanish) CorVel Healthcare CorporationCustomer Service Representative I - Bilingual (Spanish)Phoenix, AZRemote$13.94–$21.48 / hourPart timePay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. CorVel, a certified Great Place to Work® Company, is a national provider of industry-leading risk management solutions for the workers’ compensation, auto, health and disability management industries.
Field Nurse Case Manager I - Bilingual (Spanish/English) CorVel CorpField Nurse Case Manager I - Bilingual (Spanish/English)Phoenix, AZ$63,739–$95,264 / yearIn addition, Medical Case Managers are eligible for bonus and will be provided state-of-the-art technological devices to ensure ready access to CorVel's proprietary Case Management application, enabling staff to retrieve documents on the go and log activities as they occur. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions.
Remote Outreach Concierge Navigator (Bilingual in Spanish) Alignment Healthcare IncRemote Outreach Concierge Navigator (Bilingual in Spanish)AZRemote$44,790–$67,185 / yearEffective written and oral communication skills; ability to establish and maintain a constructive relationship with diverse members, management, employees and vendors; Language Skills: Ability to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals. Conducts in-market member engagement including Welcome Calls, New Member Onboarding, JSA Scheduling, High Quality PCP and Provider Terms, Product/Vendor Changes, CAHPS Proxy, Disenrollment Quality Assurance, and Proactive Service Recovery.
Bilingual Outreach Executive CVS Health CorpBilingual Outreach ExecutivePhoenix, AZ$18.50–$35.29 / hourAdditional new channels of leads that are assigned to you may come from: • Leads driven through Digital channels • Leads generated by other Outreach Executives • Nurturing prospective patients and prospect for new patients with an ambitious mentality via email, phone, and networking • Collaborating with your Community Relationship Manager (CRM), other OEs, and your Outreach Manager/Outreach Director to drive lead generation with local community members or Insurance Agents (IAs) • Relationship Management: Maintaining consistent touchpoints with prospects to continuously engage prospects to drive new patient growth in assigned territory • Capture and record customer information and sales activity into customer relationship management (CRM) system and other business systems • Acting as point of contact for both the clinical team/center team if center staff have any questions about the patient • Resolving any concerns & complaints new prospects & patients may have about Oak Street Health by working with prospect to understand the concern or directing the prospect or patient to another Oak Street employee • Other duties as assigned. Core Responsibilities: • Sales: Generating leads by effectively engaging Medicare senior community through event execution and local community outreach • Maintaining internal sales system knowledge and marketing programs by attending scheduled meetings to learn about new updates on services, workstreams, and initiatives • Prospecting and cold calling to prospects & new leads assigned to you.
Bilingual Caregiver West ValleyBilingual CaregiverPeoria, ArizonaOur caregivers assist with personal care, companionship, respite care, dementia and Alzheimer’s support, Parkinson’s care, and transitional care after hospital or rehab stays. Bilingual Spanish-speaking caregivers are strongly encouraged to apply so we can better serve our diverse community.
Customer Service Representative (Bilingual) TMX Finance Family of CompaniesCustomer Service Representative (Bilingual)Phoenix, AZThe Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You'll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.
Field Nurse Case Manager I - Bilingual (Spanish/English) CorVel Healthcare CorporationField Nurse Case Manager I - Bilingual (Spanish/English)Phoenix, AZ$63,739–$95,264 / yearPart timeIn addition, Medical Case Managers are eligible for bonus and will be provided state-of-the-art technological devices to ensure ready access to CorVel’s proprietary Case Management application, enabling staff to retrieve documents on the go and log activities as they occur. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions.
NewCustomer Service Representative (Bilingual) Community Choice Financial Inc.Customer Service Representative (Bilingual)Phoenix, AZThe Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You'll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.
Bilingual Medical Asst Humana IncBilingual Medical AsstMesa, AZ$44,900–$60,200 / yearAs the largest provider of senior-focused primary care, a leading provider of home healthcare and a leading integrated home delivery, specialty, hospice and retail pharmacy, CenterWell is focused on whole health and addressing the physical, emotional and social wellness of our patients. About CenterWell Senior Primary Care: CenterWell Senior Primary Care provides proactive, preventive care to seniors, including wellness visits, physical exams, chronic condition management, screenings, minor injury treatment and more.
Outreach Executive I - Bilingual CVS Health CorpOutreach Executive I - BilingualPhoenix, AZ$18.50–$35.29 / hourOutreach Executives will work very closely with their Outreach Managers, Outreach Directors, and Community Relationship Managers to help drive new patient growth locally in their assigned territory. Resolving any concerns & complaints new prospects & patients may have about Oak Street Health by working with prospect to understand the concern or directing the prospect or patient to another Oak Street employee.
Remote Bilingual (Spanish) Customer Service Account Representative Dan Barracliff - State Farm AgencyRemote Bilingual (Spanish) Customer Service Account RepresentativePhoenix, AZRemoteOur Core Values are the backbone of our business and guide our hiring process: we are enthusiastic, disciplined, intentionally excellent, demonstrate extreme ownership, aligned, committed to our mission and possess a growth mindset that drives results and embraces the journey. This role delivers consistent, WORLD CLASS customer experiences by protecting customer relationships, executing operational excellence, and supporting agency growth through proactive service.
Bilingual Spanish Personal Banker PNC BankBilingual Spanish Personal BankerPhoenix, ArizonaDrives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
NewBilingual Customer Service Cala Sourcing Solutions LLCBilingual Customer ServicePhoenix, AZ$20Basic math proficiency and working knowledge of MS Word, Excel, and Google Workspace. Handle high-volume inbound calls related to individual and business tax inquiries.
Bilingual Spanish Part Time Teller PNC BankBilingual Spanish Part Time TellerPhoenix, ArizonaAccuracy and Attention to Detail, Addressing Customer Needs, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork Experience. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Bilingual Licensed Insurance Sales - Spanish Irma Chaira - State Farm AgencyBilingual Licensed Insurance Sales - SpanishTEMPE, AZIrma Chaira - State Farm Agency, located in Tempe, AZ has an immediate opening for a Bilingual (Spanish/English) Licensed Insurance Sales Representative. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Hiring Event - Part Time (30 Hours) Associate Banker South Valley Bilingual Spanish Preferred JPMorgan Chase Bank, N.A.Hiring Event - Part Time (30 Hours) Associate Banker South Valley Bilingual Spanish PreferredTempe, AZPart timeCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Bilingual Customer Service Representative Lee Hecht HarrisonBilingual Customer Service RepresentativeMesa, AZ$21–$23 / hourThe Bilingual (Spanish) customer service representative will be responsible for one-call resolution regarding services, billing information, troubleshooting, general inquiries, and payment processing for all inbound calls. LHH Recruitment Solutions is partnering with a growing call center company in Mesa, AZ that is looking for a full-time Bilingual Customer Service Representative to join the team.
Sr Manager, HRBP Ultra Clean Holdings IncSr Manager, HRBPPhoenix, AZServe as primary HR advisor to the site leadership team; diagnose business needs and co-create people strategies (organization design, talent architecture, skills/talent pipelines, succession, and engagement plans). Lead or oversee complex employee relations matters (investigations, high-risk performance, dispute resolution), ensuring consistency, timeliness, and manager coaching toward sustainable outcomes.
Bilingual Mandarin-Speaking Certified Caregiver/CNA CbBilingual Mandarin-Speaking Certified Caregiver/CNAPhoenix, ArizonaWe provide non-medical home support services to seniors throughout the Phoenix metro area and have proudly served local families since 2018. At Phoenician HomeCare, caregivers are valued members of the team—not just a schedule slot.
Bilingual Licensed Insurance Customer Service Irma Chaira - State Farm AgencyBilingual Licensed Insurance Customer ServiceTEMPE, AZSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Bilingual (Spanish/English) Licensed Insurance Customer Service Representative. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Senior Account Manager ABM IndustriesSenior Account ManagerPhoenix, AZThe Senior Account Manager is responsible for overseeing day-to-day operations at assigned facilities (campus, warehouse, office building or airport), ensuring service excellence, staff development, operational efficiency, and strong client relationships. This role serves as the primary liaison between ABM and client partners, delivering high-quality services in alignment with contract requirements while promoting a culture of safety, accountability, and continuous improvement.
Part Time Associate Banker Central Phoenix West (30 Hours) Bilingual Spanish Required JPMorgan Chase Bank, N.A.Part Time Associate Banker Central Phoenix West (30 Hours) Bilingual Spanish RequiredGlendale, AZPart timeCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Fraud Client Services Representative - Bilingual Spanish Bank of AmericaFraud Client Services Representative - Bilingual SpanishPhoenix, ArizonaThis includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions.
Medical Receptionist Bilingual - Spanish Desert Hand and Physical TherapyMedical Receptionist Bilingual - SpanishGlendale, AZ$18–$21 / hourFull timep>Desert Hand and Physical Therapy opened its doors in 1997 with one therapist and an office manager, who shared common goals of providing patients with the best and most qualified upper-extremity care in the Valley of the Sun. With Certified Hand Therapists (CHT) at each location and several licensed physical therapists, our team can provide expert individualized treatment to each patient experiencing trauma, illness, or injury.
Senior HR Business Partner (FT, Days) Connections Health SolutionsSenior HR Business Partner (FT, Days)Phoenix, ArizonaPartner closely with Talent Acquisition, Benefits, HR Operations, Talent Management, and other HR functions to ensure consistent rollout, communication, and execution of HR programs, initiatives, and policies across assigned business areas. Supporting two of our most established, high-volume behavioral health crisis response centers, this role serves as a trusted advisor and strategic partner to leaders and staff.
Sales Associate - Optical Specialist - Part Time - Bilingual Spanish Eyeglass WorldSales Associate - Optical Specialist - Part Time - Bilingual SpanishPhoenix, AZPart timestrong>For more details about Eyeglass Word, visit EyeglassWorld.com . . This position brings the brand to life through confident service, attention to detail, and ownership of the final moments that matter most, from pre-exam support to eyewear readiness, fitting, and pickup.
Senior Construction Superintendent TalentSphereSenior Construction SuperintendentPhoenix, AZIf you are a construction professional who takes pride in delivering exceptional luxury projects, thrives in high-accountability environments, and understands the level of professionalism required when working with elite clientele, this is an opportunity to join a growing organization with an outstanding reputation in the Luxury Residential space. They are seeking a polished, driven, and highly accountable Senior Construction Superintendent capable of overseeing multiple luxury residential projects simultaneously while operating at an elite level with homeowners, architects, vendors, and trade partners.
Claim Representative, Medical Only Senior CCMSIClaim Representative, Medical Only SeniorPhoenix, Arizona$50,000–$65,000 / yearResponsibilities: When we hire claim reps at CCMSI, we look for detail oriented professionals who understand that every task supports a real person’s claim experience, value accuracy and responsiveness, and contribute to the team’s success through organization, collaboration, and a strong commitment to service. At CCMSI, we partner with global clients to solve their most complex risk management challenges, delivering measurable results through advanced technology, collaborative problem-solving, and an unwavering commitment to their success.
Assistant Manager - Bilingual Spanish Eyeglass WorldAssistant Manager - Bilingual SpanishPhoenix, AZFull timep>As an Assistant Manager, you will oversee daily operations, support and motivate your team, and ensure customers receive quality eye care along with an exceptional shopping experience, leaving with both clear vision and great style. For more details about Eyeglass Word, visit EyeglassWorld.com .
Optometric Technician - Medical Assistant - Part Time - Bilingual Spanish Eyeglass WorldOptometric Technician - Medical Assistant - Part Time - Bilingual SpanishGoodyear, AZPart timeIf you are passionate about fashion, love helping people, and want to support doctors in providing quality eye care, our Optometric Technician role is the perfect fit. With 100+ stores nationwide, we are known for fashion-forward eyewear, quality eye care, affordable prices, and same-day service.
Part Time Associate Banker Central Phoenix West (30 Hours) Bilingual Spanish Required JPMorgan Chase & CoPart Time Associate Banker Central Phoenix West (30 Hours) Bilingual Spanish RequiredGlendale, AZCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Part Time Associate Banker West Valley South (30 Hours) Bilingual Spanish Required JPMorgan Chase & CoPart Time Associate Banker West Valley South (30 Hours) Bilingual Spanish RequiredPhoenix, AZCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.