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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

Vacancy posted 1 day ago
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