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
- ...Merrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients pursue the life... ...personal relationship with their advisory team committed to their needs... ...an in-office culture that supports collaboration, engagement, and...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Transitions Specialist & Client Services Associate Department: Operations & Transitions Reports To: VP... ..., providing direct administrative support to assigned financial advisors and teams... ...Experience with CRM platforms used in wealth management (Redtail or Wealthbox). Strong...SuggestedFull time
$28.85 - $39.9 per hour
JPMorgan Chase is looking for a Private Client Investment Associate in San Diego, CA. In this role, you will provide client service and administrative support to Private Client Advisors within Wealth Management. Responsibilities include supporting the Advisors' book of...SuggestedHourly pay$32.21 - $44.27 per hour
..., small business and institutional clients. We are a longstanding leader in financial... .... As a Registered Client Service Associate, you will provide dedicated support to a high‑producing advisor by... ...application or interview process, speak to your recruiter to discuss how we...SuggestedHourly payFull timeWork at officeHome office$32.21 - $44.27 per hour
..., small business and institutional clients. We are a longstanding leader in financial... .... As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by... ...application or interview process, speak to your recruiter to discuss how we...SuggestedHourly payFull timePart timeWork at officeHome office$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 range...Spanish language skillsFull timeWork at office$25k
...Client Services Coordinator Konare Law is a boutique immigration firm focused on removal... ...personal to our clients. Many of them speak Spanish as their primary language, which is why... ...they reach out for help. You'll also support the firm's day-to-day operations by coordinating...Spanish language skillsContract workTemporary workWork at office- ...Personal Lines Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are... ..., and service excellence. You'll play a key role in supporting our clients and ensuring their needs are met. From helping...Work experience placementLive outWork at officeLocal areaFlexible hoursShift work
$65k - $75k
...steps? We’re looking for a Registered Client Associate to: keep management systems up-to-date... ...Your team You’ll be working as part of a Wealth Management team in a San Diego UBS Branch... ...people first, with new challenges, a supportive team, opportunities to grow and flexible...Full timeWork at officeFlexible hours- ...we have an enthusiasm for helping our clients, taking care of our employees,... ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service... ...operational marketing and administrative support to Private Client Advisors within Wealth...
- ...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
$19.25 per hour
...Benefits Customer Service Representative (Spanish/English) REMOTE Location: San Diego,... ...Customer Service Representative to support employees and plan members with health benefits... ...calls and assist Spanish- and English-speaking members with benefits enrollment, plan...Spanish language skillsFull timeWork at officeRemote workFlexible hoursShift work- ...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
- ...Representative in San Diego. This full-time position involves providing exceptional support to clients and addressing their product needs. The ideal candidate should have fluency in Spanish and English, along with a high school diploma and medical customer service...Spanish language skillsFull time
- ...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
- ...Applicants : Eligible Reassignment clients should contact their... ...spiritual care and emotional support, including exploration of issues... ...~ Certification with the Association of Professional Chaplains (APC... ...their families Fluent in Spanish SPECIAL CONDITIONS This...Spanish language skillsHourly pay
- ## Client Experience AssociateApplylocations: CA - San Diego (921... ...full time Client Experience Associate within PNC's Retail Branch organization... ...fluency in both English & Spanish is preferred.PNC is an in-... ...fosters a collaborative and supportive culture where employees can...Full timeWork experience placementWork at officeShift 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... ...record. Fluency in both English and Spanish (written and verbal), with the ability to...Spanish language skillsImmediate start
- ...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
- ...for Women and Children. This full-time position focuses on supporting single adult women and women with children in a safe, clean... ...requires excellent listening and teamwork skills, and bilingual Spanish speaking is preferred. Benefits include medical, dental, and life...Spanish language skillsFull timeNight shift
$249k - $325k
GT Restructuring in San Diego is seeking a skilled Associate for their Private Wealth Services Practice. This full-time role involves designing complex estate planning documents and managing various trust and estate administrations. The ideal candidate will have 4-8 years...Full timePrivate practice- ...Beach & Tennis Club Partners, LP seeks a Housekeeping Assistant to support the housekeeping management team. This role involves overseeing... ...will have a Bachelor’s degree or equivalent, fluency in Spanish, and strong communication skills. The position offers benefits...
$18.75 per hour
...Benefits Customer Service Representative (Spanish/English) REMOTE after training... ...Benefits Customer Service Representative to support members with healthcare benefits and pension... ...faster High school diploma/GED required (associate/bachelor ’s a plus) Comfortable...Spanish language skillsFull timeWork at officeImmediate startRemote work$20 per hour
...solutions, seeks a full-time, 100% remote, bilingual (English/Spanish) Wellness Services Representative to join our fully remote call... ...and innovative culture includes technology wizards, dedicated support teams, data scientists, creative artists, and behavior change experts...Spanish language skillsFull timeTemporary workWork at officeRemote workHome office$22 - $26 per hour
...tailored insurance solutions that put our clients in control. Our growing team of... ...Senior & Individual Services Consultant supports clients in effectively managing their medical... ...with various Medicare Carriers ~ Spanish speaking preferred Knowledge / Skills / Abilities...Spanish language skillsWork at officeLocal areaFlexible hours$28.85 - $33.65 per hour
...Advisor Stage I Merrill Wealth Management is a... ...and Wealth Management Client Associates help clients pursue... ...relationship with their advisory team committed to... ...-office culture that supports collaboration, engagement... ...simultaneously Spanish Speaking This position is subject...Spanish language skillsHourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift$18 per hour
...Call Center Representative English and Spanish Speaking Call Center Representative English Speaking Starting Pay: $18.00/hr Spanish Speaking... ...continually improving and increasing efficiency. DELIVERY SUPPORT ESSENTIAL DUTIES AND RESPONSIBILITIES: Provides courteous...Spanish language skillsRelocationFlexible hoursShift workNight shift- ...nonprofit organization to hire a Bilingual Spanish Call Center Agent. This role is ideal... ...helping people, and is passionate about supporting a mission that positively impacts the local... ...timely follow-up and resolution of client inquiries. Navigate multiple computer...Spanish language skillsWork at officeLocal areaRemote work2 days per week
$17 - $18 per hour
...Client Associate The client associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. Roles and Responsibilities Instill an...Hourly paySeasonal workWeekend workAfternoon shift- ...discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job Assists clients with inquiries and concerns via phone, email, or chat. Provides accurate information about products and services. Resolves...Work at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Associate, Wealth Advisory Support (Spanish-Speaking). Be the first to apply!
- client success associate San Diego, CA
- client account associate San Diego, CA
- client relationship associate San Diego, CA
- program support assistant San Diego, CA
- direct support assistant San Diego, CA
- bilingual customer service representative spanish english San Diego, CA
- entry level spanish speaking San Diego, CA
- spanish customer service representative San Diego, CA
- spanish speaker San Diego, CA
- spanish remote San Diego, CA


