Bilingual Wealth Management Client Services Associate
Jefferies
Jefferies is seeking a Wealth Management Sales Associate in Miami, FL to support Wealth Advisors with client service, trade support, and administrative operations. The role emphasizes bilingual Spanish-English communication and professional client interactions. The successful candidate will learn the firm’s wealth management platform, assist with client inquiries, prepare materials, and maintain records while delivering high-quality service to clients and internal teams. #J-18808-Ljbffr Jefferies
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Bilingual Wealth Management Client Services Associate in Miami, FL vacancy
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... .../or other duties directed by local management Administrative Support: Answering...BilingualWork at officeLocal area
- ...Merrill Wealth Management Client Service Support Merrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients pursue the life they... ...Desired Qualifications: Bilingual - Spanish Has experience working...BilingualSeasonal workWork at officeWork from homeShift workDay shift
$130k - $175k
...largest alternative asset manager. Blackstone seeks to... .... Blackstone Private Wealth was established to... ...these firms and their clients as well as providing ongoing... ...and other third-party service providers relating to... ...The Investor Services Associate should exhibit strong...SuggestedFull timeLocal area- 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...Suggested
- 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...SuggestedFull time
- Job Description:Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the... ...Qualifications:Bilingual English and PortugueseBilingual...BilingualFull timeSeasonal workWork at officeWork from homeShift workDay shift
- ...Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish Preferred Miami, Florida... ...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies, and institutions...BilingualSeasonal workWork at officeWork from homeShift workDay shift
$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- ...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition... ..., as well as the ability to organize, manage, and track multiple, detailed tasks and... ...as approved by Human Resources. Bilingual Requirement: ~ Spanish required...BilingualWork experience placementWork at office
- Bci Miami is seeking a Registered Client Service Associate to support Bankers/Financial Advisors and affluent clients in Miami. The role combines client service with sales activity across banking, investments, and credit products. Responsibilities include assisting with...
- JPMorgan Advisors, a premier wealth management team within JPMorgan Chase, seeks a Client Associate to support Financial Advisors and deliver tailored wealth management... .... You will help deliver high-quality client service, coordinate account documentation, and assist in...
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private... ...of experience in the investment management industry Preferred qualifications... .../Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading...Work at office
- ...a plus.The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution, documentation, and communication... ...ensure a seamless client experience within the wealth management framework.Key Responsibilities:...
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely...BilingualLocal area
- ...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, Client Services Associate (Registered) assists... ...or escalated to the Branch Manager; including suspicious... ...start-up. We are a global wealth management and investment banking...Work at officeImmediate start
- ...Client Services Associate The Client Services Associate is responsible for providing customer... ...service and transactional support to Wealth Management Advisors (WMA). CAs are responsible... ...Other Essential Knowledge: Fully bilingual (English/Spanish) Fluent, including...BilingualWork experience placement
- ...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 English and Portuguese...BilingualSeasonal workWork at officeWork from homeShift workDay shift
- A financial services firm located in Miami is seeking a Client Service Associate to support bankers and investors in managing client relationships and resolving inquiries. The ideal candidate has a Bachelor's degree and at least 5 years of related experience, demonstrating...
- Morgan Stanley is seeking a Registered Client Service Associate in Miami to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. You will build trusted client relationships, assist with money movements, account...
- ...Registered Client Service Associate Bci provides financial services to individuals and corporations... ...Advisors / International Relationship Managers, ability to process their trades and... ...investment experience in International Wealth Management and knowledge in Investments...Work experience placementHome officeAfternoon shift
- ...Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'... ...the heart of delivering exceptional wealth management services to ultra-high net worth clients.... ...in difficult situations Bilingual Spanish and English required Preferred...BilingualLocal area
- Guerra Wealth Advisors in Miami, FL is seeking an Appointment Setter to engage firm-provided... ...or appointment setting experience, are bilingual in English and Spanish, and are... ...to grow a long-term career in financial services. #J-18808-Ljbffr Guerra Wealth AdvisorsBilingual
- ...KEY RESPONSABILITIES Client Engagement & Support Respond promptly and professionally... ...advisors. Custodian Relationship Management Act as the primary point of... ...~ Ensure compliance and resolve account servicing matters efficiently....Immediate startFlexible hours
- Morgan Stanley is seeking a Wealth Management Associate to provide senior-level client service support for Financial Advisors and Private Wealth Advisors in a fast-paced environment in Miami. The role focuses on delivering an exceptional client experience, digital marketing...
$260k - $390k
...Counsel is seeking a Mid-Level Private Wealth Services Associate to join a premier firm's Private... ...oriented professional with the ability to manage sophisticated legal transactions. A... ...a commitment to delivering excellent client service. Compensation: ~ Salary range...Private practice- ...Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services... ..., in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently...Work experience placementWork at office
- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
- Join to apply for the Client Service Associate role at Itaú USA Overview Support bankers and investors in performing various aspects of the relationship management initiative with their client base. Research follow-up and resolve client inquiries and problems through...Full time
- 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
- ...life while advancing your career. This opportunity emphasizes autonomy, growth, and the ability to contribute to a supportive client service team. You’ll focus on delivering exceptional customer experiences, lead and inspire teams, and participate in mentorship programs...Remote jobWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Bilingual Wealth Management Client Services Associate. Be the first to apply!
Related searches
- client relationship associate Miami, FL
- client services associate Miami, FL
- client solutions associate Miami, FL
- client account associate Miami, FL
- client success associate Miami, FL
- registered client associate Miami, FL
- client engagement associate Miami, FL
- health service specialist Miami, FL
- office service associate Miami, FL
- patient service specialist Miami, FL


