Bilingual Client Service Associate - Wealth Management
Valor Advisors
Valor Advisors is seeking a Client Service Associate for their Family Office team in Miami. This full-time, hybrid role supports Wealth Managers and acts as a liaison between clients and their professional network. Candidates should be detail-oriented and bilingual in English and Spanish, with at least 2 years of experience in financial services. Key responsibilities include managing client onboarding, communicating with private equity firms, and ensuring compliance with internal policies. A Bachelor's degree in Finance, Business, or Economics is required. #J-18808-Ljbffr Valor Advisors
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular... ...other duties directed by local management Administrative Support Answering...BilingualWork at officeLocal area
- ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular... ...other duties directed by local management ADMINISTRATIVE SUPPORT:...BilingualFull timeWork at officeLocal area
- ...Registered Client Service Associate Registered Client Service Associates provide... ...Advisor(s)/Private Wealth Advisor(s)/teams on a daily... ...other duties directed by local management Administrative Support:... ...Education and/or Experience: Bilingual Spanish/English High...BilingualWork at officeLocal area
- Merrill Wealth Management is a leading provider of comprehensive wealth... ...investment products and services for individuals, companies... ...Advisors and Wealth Management Client Associates help clients pursue the... ...Desired Qualifications Bilingual - Portuguese Has experience...BilingualSeasonal workWork at officeWork from homeShift workDay shift
- Itaú Unibanco, part of Itaú Private Bank, applies AI, analytics and digital platforms to wealth management, delivering personalized, forward‑looking solutions for clients. Responsibilities include supporting bankers and investors in relationship management, resolving inquiries...Suggested
$130k - $175k
## Blackstone Private Wealth - Client Services, AssociateApplylocations: Miamitime type: Full timeposted... ...world’s largest alternative asset manager. Blackstone seeks to deliver... ...prior endeavors. The Investor Services Associate should exhibit strong technical and analytical...Local area- Morgan Stanley is seeking a Registered Client Service Associate in Miami, Florida. This role focuses on supporting Financial Advisors and providing... ...include client support, executing transactions, and managing administrative tasks to enhance client relationships. #J-1...
- Morgan Stanley is seeking a senior client service professional to provide coverage for advisory teams, cultivate relationships, and deliver exceptional client experiences. The role includes supporting the FA/PWA/team in meeting client service objectives and maintaining...
- A financial services firm in Miami is seeking an Associate to manage client relationships and support financial advisors. The ideal candidate will have a Bachelor's degree in finance or business and 3 years of experience in the financial services industry. Strong communication...Full time
- ...Job Description Job Description We are seeking a Client Service Associate to join our client's team! This role requires fluency English and Spanish and experience in wealth management. Responsibilities Cultivate and enhance new and existing client relationships...
- Morgan Stanley in Miami seeks a Client Service Associate to support Financial Advisors and client relationships. You will handle day-to-day service... ...onboarding and administrative tasks. The role emphasizes bilingual Spanish & English, strong organizational skills and...BilingualWork at office
$70k - $100k
...compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing... ...with clients to address their needs, manage their accounts, and ensure a high... ...Finance or a related field preferred Bilingual preferred - English & Spanish Previous...BilingualFull timeLocal area- Position Summary Registered Client Service Associates help shape the future of service by modernizing... ...firm initiatives directed by local management. Regularly seek opportunities to use... ...Education, Experience, Knowledge, and Skills Bilingual English/Spanish. Active Series 7 (GS)...BilingualWork at officeLocal area
- Role Description We are seeking a Client Service Associate to join our Family Office team in Miami... ...within our Family Office and wealth management practice, supporting Wealth Managers... ...investment managers. The ideal candidate is bilingual (English & Spanish), detail‑oriented...BilingualFull timeWork at office
- Lion Capital Advisors is seeking a detail-oriented Client Service Associate to join our Miami-based wealth management team on a part-time, flexible basis. The role focuses on day-to-day servicing of investment advisory clients, with an important compliance component for...Part timeWork at officeRemote workFlexible hours
- ...Client Service Associate (Spanish Speaker) Ita Unibanco is the largest bank in Latin America, operating in 18 countries and celebrating... ...organization, Ita Private Bank applies these capabilities to wealth management, combining human expertise with intelligent, data?driven...
- Registered Client Service Associate -Miami, FL Registered Client Service Associate (Trading and Operations) - Miami, FL FinTrust... ...LATAM, and Europe. The practice is built around wealth creation guided by risk management, with a strong emphasis on capital preservation,...Work at officeRemote work2 days per week
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private... ...of experience in the investment management industry Preferred qualifications... ...the Team J.P. Morgan Asset & Wealth Management delivers industry-leading...Work at office
- ...50043 Job Category Banking Associates Business Unit Consumer & Community... ...enthusiasm for helping our clients, taking care of our... ...delivering extraordinary customer service while maintaining a strong... ...Associate in J.P. Morgan Wealth Management, you will provide client service...Full time
- Banesco USA is looking for a Client Service Associate I for their Corporate Banking Department in Miami... ...involves assisting the Relationship Manager with managing loan and deposit... ...years of experience in lending and be bilingual in English and Spanish. Benefits include...Bilingual
- A financial services company is seeking a Financial Advisor Client Associate to support multiple Advisors by providing excellent client service and operational excellence... ..., possess strong interpersonal and client management skills, and have a client-first mindset. This...
- ...Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies... ...Advisors and Wealth Management Client Associates help clients pursue the... ...Desired Qualifications: Bilingual - Spanish Has experience...BilingualSeasonal workWork at officeWork from homeShift workDay shift
- We are seeking a detail-oriented Client Service Associate to join our Miami-based wealth management team on a part‑time, flexible basis. This role is centered on the day‑to‑day servicing of our investment advisory clients, with an important compliance component given our...Full timePart timeWork at officeRemote workFlexible hours
- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive... ...looking to grow a career in client services, account management, or customer success. Location: Miami, FL Employment Type:...Full time
- Client Service Associate I - Corp Bank Functional title: Lending Associate/Assistant Banesco USA is... ...Duties Assist the assigned Relationship Manager with the daily management of loan and... ..., Excel, Power Point, etc.). Must be bilingual in both English and Spanish. Ability...BilingualTemporary workWork at officeRemote work
- Insigneo in Miami, Florida, is looking for a Client Associate to provide dedicated operational and sales support... ...three years of relevant experience, and be bilingual in English and Spanish. Strong analytical and client service skills are essential for success in this role...Bilingual
- ...is seeking a Senior Commercial Associate to support financial advisors and engage with clients directly. This role includes client... ..., and maintaining management systems. The ideal candidate should... ...years of experience in a client service role in finance, with fluency in...
- ...Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami... ...administrative tasks, account management, trade execution, documentation, and... ...seamless client experience within the wealth management framework. Key Responsibilities...
- ...Chase & Co. in Miami, FL is seeking a Private Client Investment Associate to provide support to Private Client Advisors.... ...role involves facilitating operational requests, managing client relationships, and assisting in wealth planning. The successful candidate will hold a...
- ...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...protect the bank's clients, and manage risk Identifies, deepens,... ...Desired Qualifications: Bilingual Spanish Has experience working...BilingualSeasonal workWork at officeFlexible hoursShift workDay shift
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