Senior Client Associate - Financial Services (Bilingual)
Leeds Professional Resources
Leeds Professional Resources in Miami seeks a detail-oriented professional to support a top producing financial services team. The role includes handling non-sales functions, preparing documents, scheduling meetings, and responding to client inquiries in English and Spanish, with emphasis on accuracy and regulatory compliance. Success in this position will rely on client service, effective communication, and the ability to coordinate across multiple applications and teams within a growing firm. #J-18808-Ljbffr Leeds Professional Resources
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Associate - Financial Services (Bilingual) in Miami, FL vacancy
- ...Unlock your potential as a Client Associate at J.P. Morgan Advisors, where... ...wealth management services to ultra-high net worth clients... ...opportunity to work closely with Financial Advisors, providing personalized... ...in difficult situations Bilingual Spanish and English required...BilingualSeniorLocal area
- ...wealth management firm is seeking a Senior Registered Client Associate to support Financial Advisors and their clients. This... ...point of contact for client service and account-related requests. Support... ...7 license required. Fully bilingual in English and Spanish required....BilingualSenior
- Exciting opportunity to join an established and growing financial services firm with significant operations in Miami. This role will support... ...for team utilizing our group’s various applications Respond to client questions regarding accounts, policies, and procedures....Senior
$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...BilingualFull time- ...Gables is seeking an experienced Senior Accountant to join its... ...data, and create more efficient financial processes.... ...deadlines Banking or financial services industry experience strongly... ...firm experience is a plus Bilingual English/Portuguese or English...BilingualSenior
Leeds Professional Resources
Coral Gables, FL27 days ago - VP Senior Treasury Management Sales Officer Join to apply for the... ...**About Bci:** Bci provides financial services to individuals and... ...innovations and personalized client experience. With more than 1... ...professional relationships. Be bilingual in English and Spanish, willing...BilingualSeniorFull timeWork at office
- Banesco USA is seeking a Client Service Specialist I in Miami, FL. You will assist the Relationship Manager to grow the portfolio, cross-sell Bank products, and ensure compliance with BSA and related regulations. Responsibilities include client support, documentation collection...Bilingual
- ...join our forensic advisory, litigation, and business valuation services team in Miami. We offer long-term career challenges and a... ..., CPA eligibility, and strong communication and analytical skills; bilingual in Spanish is a plus. #J-18808-Ljbffr Kaufman Rossin Co.BilingualSenior
- Kaufman Rossin is seeking a Senior Auditor to join our Assurance Services team in Miami. You will... ...through issuance, draft financial statements, and review... ...while maintaining client relationships with minimal... ...strong analytical skills. Bilingual in Spanish is a plus; we...BilingualSenior
- Kaufman Rossin is seeking senior-level tax professionals to join our Tax Services team in Boca Raton. The role focuses on... ...outbound owner/entrepreneurial clients, handling complex returns and client... ...and Excel. CPA preferred; bilingual Spanish is a plus for our diverse...BilingualSenior
- ...opportunities for growth. Responsibilities: - Prepare baseline financial budgets and models - Analyze actuals costs vs. financial plans... ...finance experience - Excellent communication skills and bilingual (English/Spanish) #J-18808-Ljbffr Leeds Professional ResourcesBilingualSenior
- ...candidate will have strong analytical and modeling skills, along with bilingual proficiency in English and Spanish. This role involves... ...insights teams to ensure operational excellence and transform financial operations. Qualified candidates must possess a CPA or equivalent...BilingualSenior
- ...accuracy and timeliness. Proficiency in QuickBooks and Microsoft Office is required, with bilingual English/Spanish preferred. The role emphasizes teamwork and independent work, with responsibility for financial documentation, deposits, and liaison #J-18808-Ljbffr Uloop Inc.BilingualSeniorWork at office
- ...Alternative Investment Services. How You’ll Contribute: As a Senior Accountant in the Entrepreneurial... ...Compile and review financial statements Assist with... ...verbal and written Bilingual or conversational in Spanish... ...of our firm and clients. We encourage understanding...BilingualSenior
- ...Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish Preferred Miami, Florida... ...and investment products and services for individuals, companies, and institutions... ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client...BilingualSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Miami, FL3 days ago - ...monthly accounting for a diverse client base. This is a full-time,... ...Support partners and senior staff during tax season Required... ...strong focus on international and bilingual (English/Spanish) clients.... ..., accounting, and advisory services with an emphasis on accuracy,...BilingualSeniorPermanent employmentFull timeWork at office
Vega & Company C.P.A.s, P.A.
Coral Gables, FLa month ago $90k - $160k
Audit Senior or Audit Manager | Miami | Hybrid $90,... ...level. If you want the client quality and technical... ...you would be working on Financial statement audits of... ...ProSystem fx Engagement Bilingual English and Spanish... ...parental status, military service or any other...BilingualSeniorWork at officeLocal area$90k - $160k
Senior Tax Associate or Tax Manager | Miami | Hybrid $90,000 - $160,000 depending... ...level. If you want the client quality and technical work of... ...fx, BNA, or RIA Checkpoint Bilingual English and Spanish What you... ..., parental status, military service or any other characteristic...BilingualSeniorWork at officeLocal area- ...statements Reconcile accounts in a timely manner Enter daily financial transactions Prepare financial reports Research, track and reconcile... ...and verbal communication and interpersonal skills Preferably bilingual; English & Spanish E.O.E. Job Type: Full-time Benefits Dental...BilingualSeniorFull time
$65k - $75k
...play a key role in helping us deliver exceptional service, efficient closings, and a seamless experience for our clients and referral partners. This is an... ...Title Agent License preferred but not required Bilingual (English/Spanish) candidates are strongly encouraged...BilingualSeniorContract workTSB Title LLC
Miami, FL7 days ago- ...Description Job Description Senior Tax Manager, Real Estate... ...engagements serving real estate clients. This senior leadership role... ...to deliver exceptional client service while contributing to the... ...related advanced degree. Bilingual proficiency in English and Spanish...BilingualSeniorWork at officeLocal area
Talnt
Miami, FLa month ago - ...Client Experience Associate At PNC, our people are our greatest differentiator... ...Street, Miami, Fl 33144. Bilingual in Spanish preferred. PNC... ...at improving customer financial wellbeing and creating loyalty... ...sales process including, service to sales, teller...BilingualFull timeTemporary workPart timeWork experience placementWork at office
- ...experience. Possesses a strong understanding of GAAP and the ability to apply the concepts to specific situations. Ability to work independently. Ability to manage and prioritize assignments. Knowledge of Excel and QuickBooks. Bilingual (English and Spanish)....BilingualSenior
Larkin Community Hospital
Hialeah, FL4 days ago - ..., Florida. We empower clients to plan, execute, and... ...technology. About the Role Senior Accounting Manager -... ..., and the accuracy of financial results while... ...the AEC or professional services industry. Demonstrated... ...equivalent preferred). Bilingual in English and Spanish...BilingualSeniorRemote work
- 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...Bilingual
- ...deliver compassionate patient care. Responsibilities include verifying insurance details, collecting copays, maintaining accurate patient records in the EMR, answering calls professionally, and supporting daily huddles. Bilingual is a plus. #J-18808-Ljbffr ClaremedicaBilingualSenior
- Ascendo is seeking a highly professional Personal Assistant to support two senior principals in a confidential private office based in the Miami area. This onsite role requires discretion, impeccable organization, and the ability to manage competing priorities with calm...BilingualSeniorWork at office
$70k - $100k
...types Annual Bonus Seeking a Client Services Associate to play a crucial role in... ...a deep understanding of financial products and markets. The... ...a related field preferred Bilingual preferred - English & Spanish... ..., state or local law. Seniority level Associate Employment...BilingualFull timeLocal area$76.52k - $113.21k
Driven Advisors is a top-tier financial advisory firm focused on... ...Primary Objectives: The Tax Senior Associate is responsible for preparing... ...for a diverse portfolio of clients, ensuring accuracy, efficiency... ...skills. Fully bilingual (Spanish and English). Is...BilingualSeniorFull timeWork at officeLocal areaShift workWeekend workDriven Advisors
Coral Gables, FL22 days ago- ...Our client, a nationally ranked, Top 20 CPA firm, are seeking a Senior Associate to join their International Tax team. This firm offer outstanding work- life balance, and... ...tax. Due to increased demand for their services, this firm are seeking an experienced and motivated...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Associate - Financial Services (Bilingual). Be the first to apply!
Related searches
- client account associate Miami, FL
- client relationship associate Miami, FL
- client services associate Miami, FL
- senior operations technician Miami, FL
- senior cloud service delivery manager Miami, FL
- senior it service manager Miami, FL
- senior chief engineer Miami, FL
- sr operations manager Miami, FL
- senior account director Miami, FL
- senior director clinical development Miami, FL