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

Global Client Services Associate - Bilingual

PowerToFly

PowerToFly is looking for a Client Service Associate in Miami, Florida. This role involves supporting financial advisors and providing exceptional service to clients, building strong relationships through regular interactions. Successful candidates should have a high school diploma, two years of relevant industry experience, and the ability to work in a fast-paced environment. Bilingual skills in Spanish and English are a must, alongside advanced Microsoft Office proficiency. #J-18808-Ljbffr

Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Global Client Services Associate - Bilingual in Doral, FL vacancy
  •  ...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial...  ...and Series 65 (RA) Knowledge/Skills: Bilingual Spanish & English Detail orientated...  ...a broad cross-section of the global communities in which we operate, bringing... 
    Bilingual
    Work at office
    Local area

    PowerToFly

    Doral, FL
    12 hours ago
  •  ...Client Service Associate I Join our dynamic team as a Client Service Associate I and become a vital part of our mission to elevate our Latin...  ...you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing of securities... 
    Bilingual

    JPMorgan Chase

    Miami, FL
    11 days ago
  •  ...Client Service Associate I Join our dynamic team as a Client Service Associate I and become a vital part of our mission to elevate our Latin...  ...you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing of securities... 
    Bilingual

    Chase

    Miami, FL
    1 day ago
  •  ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor...  .... Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of... 
    Bilingual
    Work at office
    Local area

    Morgan Stanley

    Miami, FL
    4 days ago
  •  ...A financial services company seeks a Registered Client Service Associate in Miami. This role involves providing exceptional service to clients, assisting Financial...  ...trusted relationships. Ideal candidates will be bilingual in Spanish and have experience in the financial... 
    Bilingual

    PowerToFly

    Doral, FL
    12 hours ago
  •  ...Client Service Associate (CSA) – Wealth Management A growing and highly regarded wealth management firm is seeking an experienced Client Service...  ...licenses (Series 7/63/65/66) are a plus but not required Bilingual Spanish is a plus Preferred Backgrounds Candidates with... 
    Bilingual
    Work at office

    Ascendo Resources

    Doral, FL
    12 hours ago
  •  ...equivalent required. Computer skills, customer service experience and/or cashier experience a...  ...and verbal communication skills. Bilingual (English / Spanish) preferred. Physical...  ...travel. Responsibilities: Screen incoming clients to determine their needs. Perform data entry... 
    Bilingual
    Daily paid
    Work at office
    Local area
    Weekend work
    Weekday work

    The Advocate Program Inc

    Doral, FL
    4 days ago
  •  ...The Client Services Associate III provides superior service standards to their assigned customer portfolio of personal and commercial clients...  ...including: MS Word, MS Excel, MS PowerPoint and MS Outlook Bilingual English-Spanish Applicant may be NMLS registered and provide... 
    Bilingual
    Temporary work
    Work experience placement
    Work at office

    Amerant Bank

    Miami, FL
    2 days ago
  •  ...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an...  ...High School Diploma/Equivalency College degree preferred Bilingual - Fluent in Spanish Knowledge/Skills Strong industry, product... 
    Bilingual
    Work at office
    Local area

    Morgan Stanley

    Doral, FL
    13 hours ago
  •  ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members...  ..., and/or training as approved by Human Resources. Bilingual Requirement Spanish required Licenses/Certifications... 
    Bilingual
    Work experience placement
    Work at office

    Raymond James Financial

    Miami, FL
    12 hours ago
  •  ...A financial services firm seeks a Registered Client Service Associate in Miami. This role involves modernizing client experiences and supporting Financial Advisors. Responsibilities include cultivating client relationships, onboarding clients, and maintaining account information... 

    PowerToFly

    Doral, FL
    13 hours ago
  • $70k - $100k

     ...0/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to...  ...Bachelor's degree in Finance or a related field preferred Bilingual preferred - English & Spanish Previous client service or administrative... 
    Bilingual
    Full time
    Local area

    Ascendo Resources

    Miami, FL
    4 days ago
  •  ...Amerant Bank is looking for a Client Associate in Coral Gables, FL. This full-time position involves...  ...Advisors by providing customer service and transactional support. Ideal candidates...  ..., and managing customer inquiries. Bilingual candidates (English/Spanish) are preferred... 
    Bilingual
    Full time

    Amerant Bank

    Coral Gables, FL
    2 days ago
  •  ...Job Summary Raymond James is seeking a dynamic Registered Client Service Associate who is motivated, detail oriented, and a creative problem...  ...securities industry or related work experience (preferred). Bilingual requirement: Spanish required. Required licenses/... 
    Bilingual
    Work experience placement
    Work at office

    100 Raymond James & Associates, Inc.

    Coral Gables, FL
    2 days ago
  • Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s...  ...talents. Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of... 
    Work at office
    Local area

    Morgan Stanley

    Miami, FL
    1 day ago
  •  ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, JP Morgan...  ...are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal... 
    Work at office

    Chase

    Miami, FL
    3 days ago
  •  ...The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC...  ...Advisors Technical and/or Other Essential Knowledge: Fully bilingual (English/Spanish) – Fluent, including writing Experienced... 
    Bilingual
    Work experience placement

    Amerant Bank

    Miami, FL
    1 day ago
  • $90k

     ...Uloop Inc. is seeking a dependable Client Service Associate (CSA) to join their remote team. This role supports a high-performing financial services firm with client service and internal process management. Candidates must have 5 years of RIA or Broker/Dealer experience... 
    Remote work

    Uloop

    Doral, FL
    4 days ago
  •  ...Morgan Stanley is seeking a Registered Client Service Associate in Miami, Florida. This role focuses on supporting Financial Advisors and providing exceptional service to clients, building trusted relationships. The ideal candidate has a High School Diploma, industry... 

    Morgan Stanley

    Doral, FL
    1 day ago
  • $50.6k - $70.6k

     ...Client Service Associate (CSA) has a strong background in KYC processes, procedures and policies. The CSA will drive the creation of the client’s KYC profile in Citi’s KYC systems and will establish the client’s relationship and account(s) opening with US. The CSA will... 

    Citigroup Inc

    Doral, FL
    12 hours ago
  •  ...Registered CS The Registered Client Service Associate will be supporting Bankers/Financial Advisors within a segment-specific client base while expanding new and existing affluent customers. Responsibilities Back up to the Financial Advisors / International Relationship... 
    Work experience placement

    ReKruiting Advisors

    Doral, FL
    12 hours ago
  •  ...We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! Responsibilities Cultivate...  ...remains current Identify and assist with Firm services and solutions that support clients’ needs Confirm authorization... 

    Leeds Professional Resources

    Miami, FL
    2 days ago
  •  ...Client Service Associate Key Responsibilities Support bankers and investors in managing client relationships and day-to-day service needs. Research, follow up on, and resolve client inquiries and issues through effective interaction with clients, bankers, investors, product... 

    ReKruiting Advisors

    Doral, FL
    1 day ago
  •  ...Client Service Associate Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general... 
    Work experience placement
    Work at office

    Raymond James Financial Services

    Miami, FL
    4 days ago
  • Registered Client Service Associate -Miami, FL Registered Client Service Associate (Trading and Operations) - Miami, FL FinTrust Connect has partnered with a boutique, Family Officein Brickell that supports high net worth (HNW) and ultra-high net worth (UHNW) families... 
    Work at office
    Remote work
    2 days per week

    FinTrust Connect

    Miami, FL
    12 hours ago
  •  ...Client Service Associate ADP is hiring a Client Service Associate. Thanks for clicking! Let us tell you a little more... Are you a customer service superhero who gets a thrill from leaping tall client questions in a single bound? Can you focus on key priorities... 

    Automatic Data Processing

    Miami, FL
    1 day ago
  •  ...Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business. Must have Series 7 additional licenses are a plus. The role focuses on delivering excellent... 

    Norman Alex

    Miami, FL
    1 day ago
  •  ...divh2Client Service Associate (Spanish Speaker)/h2pJob Category: Associate Requisition Number: CLIEN001962/ppPosted: April 28, 2026/ppFull-...  ...platforms into core business decisions, from risk and operations to client engagement. As part of this organization, Ita Private Bank... 

    Itau

    Miami, FL
    1 day ago
  • $70k - $100k

    A financial services staffing firm in Miami is seeking a Client Services Associate to provide exceptional service to clients. The ideal candidate will have a bachelor's degree in finance, be bilingual in English and Spanish, and possess strong communication skills. Responsibilities... 
    Bilingual
    Full time

    Ascendo Resources

    Miami, FL
    2 days ago
  • As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking... 
    Work at office

    JPMorgan Chase & Co.

    Miami, FL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Global Client Services Associate - Bilingual. Be the first to apply!