Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Associate, Wealth Advisory Support (Spanish-Speaking)

$70k - $76k

UBS 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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Associate, Wealth Advisory Support (Spanish-Speaking) in San Diego, CA vacancy
  • $25 - $44 per hour

     ...About Merrill Wealth Management Merrill Wealth Management is a...  ...Advisors and Wealth Management Client Associates help clients pursue the life...  ...relationship with their advisory team committed to their needs...  ...to an in-office culture that supports collaboration, engagement, and... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    San Diego, CA
    5 days ago
  • $25 - $44 per hour

    Job 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... 
    Suggested
    Hourly pay
    Full time
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    San Diego, CA
    3 days ago
  •  ...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... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    San Diego, CA
    4 days ago
  •  ...LLC is looking for a motivated and personable Client Services Representative to join our growing team in San Diego, CA. We support vacation ownership members with account...  ...industries is a plus ~Fluent in English and Spanish, spoken and written  About Us: Sapphire... 
    Spanish language skills
    Work at office

    RESORT RECOVERY SOLUTIONS LLC

    San Diego, CA
    6 days ago
  • $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... 
    Suggested
    Hourly pay
    Full time
    Part time
    Work at office
    Home office

    Ameriprise Financial

    San Diego, CA
    17 days ago
  • $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... 
    Hourly pay
    Full time
    Work at office
    Home office

    Ameriprise Financial Services, Inc.

    San Diego, CA
    2 days ago
  •  ...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... 

    TradeJobsWorkForce

    San Diego, CA
    4 days ago
  • $120k - $160k

     ...to providing compassionate, client-focused legal representation...  ...situations, and providing the support they need every step of the...  ...seeking an entrepreneurial Associate Attorney who is passionate about...  ...skills Bonus Experience Spanish-speaking Experience with CasePeer, Microsoft... 
    Spanish language skills
    Work at office
    Relocation package

    The Law Office of Elliott Kanter APC

    San Diego, CA
    4 days ago
  • $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 skills
    Full time
    Work at office

    UBS

    San Diego, CA
    3 days ago
  • $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 skills
    Contract work
    Temporary work
    Work at office

    Konare Law

    San Diego, CA
    2 days ago
  • $65k - $85k

     ...steps? We're looking for a Registered Client Associate: • keep management systems up-to-date...  ...people first, with new challenges, a supportive team, opportunities to grow and flexible...  ...You'll be working as part of a UBS Wealth Management team in San Diego. We help high... 
    Full time
    Work at office
    Flexible hours

    UBS

    San Diego, CA
    3 days ago
  •  ...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 skills
    Hourly pay
    Full time

    Ultimate Staffing

    San Diego, CA
    4 days ago
  •  ...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 skills
    Full time

    Ultimate Staffing

    San Diego, CA
    5 days ago
  •  ...investors globally. Our business provides clients with advisory, investment management, and research...  ...Overview Aksia is seeking an associate level professional to join our Private...  ...Review all transaction documentation and supporting files, and understand the features of... 
    Full time
    Work at office
    Remote work

    Aksia Overview Aksia

    San Diego, CA
    1 day ago
  •  ...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 skills
    Hourly pay

    Focus Interpreting Inc

    San Diego, CA
    4 days ago
  •  ...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

    Focus Interpreting Inc

    San Diego, CA
    4 days ago
  • $25 - $30 per hour

     ...Pay Rate: $25/hr - $30 We are currently hiring for an Administrative team member to manage the front desk and support HR as needed. If you are fluent in Spanish, demonstrate strong customer service and have 3+ years of administrative experience we'd love to connect!... 
    Spanish language skills
    Full time
    Currently hiring
    Work at office
    Local area
    Monday to Friday

    Ultimate Staffing

    San Diego, CA
    1 day ago
  •  ...for a compassionate Bilingual Spanish Customer Service...  ...records in digital platforms, and support a high standard of responsive...  ...resource referrals. • Record client conversations and service outcomes...  ...volume service environment. • Associate’s degree preferred;... 
    Spanish language skills
    Contract work

    Robert Half

    San Diego, CA
    2 days ago
  •  ...exceptional service to commercial lending clients and business partners. In this...  ...with internal teams to resolve issues and support a seamless client experience. This role is...  ...Lending/Banking preferred ~ Fluent in Spanish is a plus Axos Employee Benefits May... 
    Spanish language skills
    Work at office

    axosbank.com

    San Diego, CA
    4 days ago
  • $25 - $28 per hour

     ...ideal candidate plays a critical role in supporting the ongoing management of mortgage loans...  ...document management systems Fluent in Spanish and English Ability to work onsite 5 days...  ...Snapdragon Stadium Outbound Call Center / Client Care Representative Call Center Customer... 
    Spanish language skills
    Full time
    Part time

    Insight Global

    San Diego, CA
    2 days ago
  •  ...We are looking for a Bilingual Spanish Customer Experience Specialist to support a mission-driven non-profit organization...  ..., and contribute to a positive client experience. Responsibilities...  ...-facing service environment. • Associate’s degree or higher preferred;... 
    Spanish language skills
    Permanent employment
    Contract work
    Work at office

    Robert Half

    San Diego, CA
    2 days ago
  • $23 - $25.3 per hour

     ...Cancer Center We believe in the power of community oncology to support patients through their cancer journeys. As an oncology practice...  ...Assistant diploma required Current CPR/BLS Fluent in Spanish, highly preferred Medical Assistant experience required... 
    Spanish language skills
    Hourly pay
    Full time
    Temporary work
    Local area
    Immediate start
    Flexible hours

    Navista

    La Jolla, CA
    7 days ago
  • ## 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 time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    San Diego, CA
    3 days ago
  • $35k - $75k

     ...first, award-winning work for blue chip client partners including AstraZeneca, Colgate-Palmolive...  ...for success. Bi-lingual for English and Spanish language is required. Must be fluent in...  ...with the Account Management Team. Support a working environment that encourages and... 
    Spanish language skills
    Live in
    Work at office
    Remote work
    Relocation

    VML

    San Diego, CA
    3 days ago
  • $22.5 - $28 per hour

     ...exceptional service to commercial lending clients and business partners. In this position,...  ...with internal teams to resolve issues and support a seamless client experience. This role...  ...Lending/Banking preferred ~ Fluent in Spanish is a plus Axos Employee Benefits May... 
    Spanish language skills
    Work at office
    Local area

    axosbank.com

    San Diego, CA
    2 days ago
  •  ...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 An Advanced Nursing Degree is... 
    Spanish language skills
    Work at office
    Remote work

    KEYSTONE MEDICAL RESOURCES INC

    San Diego, CA
    13 days ago
  •  ...our staffing services, and building long-term relationships. Once you bring in new clients, you’ll also manage those accounts and make sure they receive great service and support. No experience in sales? That’s completely fine. We’ll train you. What matters most... 
    Work at office
    Local area

    Go-Staff, Inc

    San Diego, CA
    5 days ago
  • $70k - $85k

     ...executing senior management and client vision including drafting...  ...an individual who is ready to support unique communications needs by...  ...in professional associations, and engaging with government...  ...Employees who are fluent in Spanish, or other languages as needed... 
    Spanish language skills
    Full time
    Local area
    Flexible hours
    Weekend work
    Afternoon shift
    Early shift

    Southwest Strategies

    San Diego, CA
    3 days ago
  •  ...looking for a dependable Cleaning & Packaging Team Member to support our kitchen and production operations. If you’re detail-...  ...paced environment • Positive team player • Bilingual English/Spanish-speaking is a plus • Food production or cleaning experience... 
    Spanish language skills
    Full time
    Part time

    Juice Jerky

    San Diego, CA
    28 days ago
  • $40.5k - $67.5k

    ## 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 time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group, Inc.

    San Diego, CA
    3 days ago

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!