Client Associate, Wealth Advisory Support (Spanish-Speaking)
$70k - $76kUBS Financial Services Inc.
UBS in San Diego is seeking a professional for a full-time role focused on client service within a Wealth Management branch. You will maintain client records, assist clients with account services, and support marketing initiatives within the team. The ideal candidate will have a bachelor’s degree in finance, at least 2 years of relevant experience, and excellent communication skills. Fluency in Spanish and proficiency in Microsoft Office are essential. The position offers a salary range of $70,000 to $76,000 annually, along with competitive benefits. #J-18808-Ljbffr UBS
$60k - $70k
Job Title: Client Servicing Representative (Bilingual Spanish/English) - Wealth Management / Financial Services... ...business development Support financial advisors... ...serve and expand Spanish-speaking clientele... ...brokerage, or financial advisory support Strong understanding...Spanish language skillsFull time- Charles Schwab Corporation in San Diego is seeking a Client Relationship Specialist to join their local branch. This role empowers you... ..., ideally with prior customer service experience. Licensing support is offered to align with your career ambitions in the financial...SuggestedLocal area
- ...targets. About This Job This role supports Financial Consultants (FCs) and clients by delivering a high level of... ..., or commercial banking ~ Wealth management / investment firms preferred... ...IER Right to Work Poster (English/Spanish) E-Verify Participation Poster (...Spanish language skillsInternshipWork at officeLocal area
$26 - $42 per hour
...Description: Merrill Wealth Management is a leading provider... ...and Wealth Management Client Associates help clients pursue the life... ...personal relationship with their advisory team committed to their... ...to an in-office culture that supports collaboration engagement and...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- ...We are seeking an experienced Senior Client Service Associate to support our growing client base and deliver an exceptional service experience. This... ...years of client service experience in financial services or wealth management Strong attention to detail and organizational...Suggested
$25 - $30 per hour
...awarded semi‑annually based on performance goals. This role supports Financial Consultants and clients by delivering high‑level service while driving outbound... ...retail, business, or commercial banking. Experience in wealth management / investment firms preferred. Registered...Hourly payInternshipWork at officeLocal area- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
- ...Position Summary The Project Support Associate provides essential administrative, operational, and cross-functional support across front... .... Strong communication skills in both English and Spanish (spoken and written) are required. Key Responsibilities...Spanish language skillsWork at office
- ...A client services company is looking for a Remote Data Entry Assistant to work part-time. The role involves assisting clients with operational... ...School Diploma and experience in Client Services or Customer Support. Proficiency in Microsoft Excel is required, along with strong...Part timeRemote work
$54k - $71k
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We... ...including greeting clients, appointment preparation, and supporting the completion of required paperwork. Supervise client account...- ...Commercial Lines Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are... ...timely and high-quality solutions to clients. Support New Business activity via handling of new business applications...Work experience placementLive outWork at officeLocal areaFlexible hoursShift work
$75k - $85k
...steps? We're looking for a Registered Client Associate to: • keep management systems up-to-... ...people first, with new challenges, a supportive team, opportunities to grow and flexible... ...team You'll be working as part of a Wealth Management team in the San Diego UBS...Full timeWork at officeFlexible hours- ...team of specialists collaborates closely with clients to achieve optimal outcomes, providing invaluable support to employers, claims staff, injured employees,... ...Management Experience is desired Bilingual Spanish Speaking is preferred CCM Certification is preferred...Spanish language skillsWork at officeRemote work
$70k - $76k
...individuals and families. Your Role Maintain and update client information in firm systems to support accurate records and client service. Assist with... ...you). Proficient in Microsoft Office Suite. Fluent in Spanish Salary information The indicative gross base salary...Spanish language skillsFull timeWork at office- A staffing agency is seeking a Bilingual Customer Service Representative to provide exceptional support to clients in California. Candidates should be fluent in both Spanish and English and possess prior customer service experience. Responsibilities include answering calls...Spanish language skillsHourly payFull time
- ...POSITION SUMMARY: Focus Interpreting is seeking a skilled Spanish Consecutive Interpreter to join our team in El Cerrito, CA. In this... ...Provide consecutive interpretation services for Spanish-speaking participants in meetings, conferences, and other settings....Spanish language skillsHourly pay
$22 per hour
...service-driven Event Service Coordinator to support our couples after booking and help... ...Responsibilities • Support booked couples or clients (other social events) throughout the... ..., solution-oriented attitude • Spanish speaking is a strong plus • Comfortable working...Spanish language skillsPart timeRemote workFlexible hours- A dynamic interpreting organization is seeking an experienced Spanish Simultaneous Interpreter in San Diego, CA. The role involves delivering... ...hour, and aims to ensure clear communication between Spanish-speaking participants and English speakers. #J-18808-Ljbffr Focus...Spanish language skillsHourly pay
- POSITION SUMMARY: Focus Interpreting is seeking an experienced Spanish Simultaneous Interpreter to join our team in San Diego, CA. In... ...meetings, ensuring clear and effective communication between Spanish-speaking participants and English speakers. RESPONSIBILITIES: Deliver...Spanish language skillsHourly pay
$54k - $71k
A financial advisory firm in San Diego is seeking a Client Service Associate to provide high-level service to clients. This role requires two years of relevant experience, a strong understanding of finance, and excellent client service skills. Responsibilities include...- ...Summary Focus Interpreting is seeking an English - Spanish Medically Certified Interpreter to join our... ...effective communication between English-speaking healthcare professionals and Spanish-speaking patients to support quality patient care. Responsibilities Facilitate...Spanish language skillsHourly pay
- ...Job Description Job Description The Client Services Associate (CSA) collaborates with the Client Services team and Precision Diagnostics... ...role is responsible for overseeing the entire order process, supporting account-related needs, and performing additional tasks...Work experience placementWork at office
- ...is seeking a Court Certified English - Spanish Interpreter to join our team in San Diego... ...communication between English and Spanish-speaking parties involved in legal proceedings.... ...communication between judges, attorneys, and clients during legal procedures. Ensure an...Spanish language skills
- ...payment processing company in California is seeking a Support Team Supervisor to manage and mentor the Client Engagement team. This role requires overseeing... ...in Microsoft Word and Excel is necessary, and Spanish speaking is a plus. This position involves regular travel...Spanish language skillsWork at office
- ...company's revenue growth through strategic client engagement and market expansion. You will... ...CRM, you will aim to exceed quotas and support the company's aggressive growth strategy.... ...quotient (IQ). ~ Fluency in both English and Spanish (written and verbal), with the ability to...Spanish language skillsImmediate start
$115k - $135k
...The Contractor Account Manager leads and supports the sales team to drive revenue growth... ...application and methods of selling Hydro‑Rain and associated brand products Maintains a regular... ...given to individuals fluent in Spanish Moderate travel is required. Physical and...Spanish language skillsContract workFor contractorsWork at officeRemote work- ...and Kraft Heinz, we ensure our Enterprise clients achieve unparalleled success with... ...meaningful impact, rewarded for excellence, and supported in creating lasting value for our... ...standing record. Fluency in both English and Spanish (written and verbal), with the ability...Spanish language skillsImmediate start
$25k
...fast-paced, mission-driven, and deeply personal to our clients. Many of them speak Spanish as their primary language, which is why bilingual fluency... ...clients encounter when they reach out for help. You'll also support the firm's day-to-day operations by coordinating client...Spanish language skillsContract workTemporary workWork at office- ...business. Job Summary This position manages the entire support team which includes the Client Engagement Specialists and the Senior Client... ...service oriented Qualifications / Experience Required Spanish speaking a plus Proficient in Microsoft Word/Excel 3+ years of...Spanish language skillsWork at officeRemote work
$20 - $22 per hour
...Want to join a dynamic team? As a client-facing professional, our Front Desk Patient... ...Workers or Basic Cardiac Life Support (BCLS) certification for HealthCare workers... ...Preferred) Healthcare: 1 year (Preferred) Spanish-speaking (Preferred) Shift availability: ~...Spanish language skillsHourly payFull timeWork at officeMonday to FridayFlexible hoursShift workDay shift
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