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
- ...opportunity to join an established and growing financial services firm with significant operations in... ...’s various applications Respond to client questions regarding accounts, policies,... ...3+ years of relevant experience ~ Active Series 7 ~ Bilingual (English/Spanish)...BilingualSeniorFull time
- ...opportunity to join an established and growing financial services firm with significant operations in... ...various applications \n Respond to client questions regarding accounts, policies,... ...relevant experience \n ~ Active Series 7\n ~ Bilingual (English/Spanish)\n \n...BilingualSenior
- ...Client Associate Unlock your potential as a Client Associate at J.P.... ...exceptional wealth management services to ultra-high net worth clients... ...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
- ...Professional Resources in Miami is seeking a Senior Registered Client Associate to support Financial Advisors and clients, handling service and account-related requests while... ...regulated environment. The position demands full bilingual fluency in English and Spanish, plus at...BilingualSenior
$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- ...Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...SeniorWork at office
- ...The Banking Specialist Senior promotes the organization's banking services, recognizes sales opportunities... ...specialists including financial center managers,... .... This job understands client needs with the goal to... ...paced environment. ~ Bilingual in English and Spanish,...BilingualSeniorWork experience placement
- PNC Financial Services Group, Inc. is seeking a Senior Personal Banker in the East Miami region.... ...excellent customer service. Bilingual Spanish is preferred,... ...products to enhance client relationships. Eligible... ...related experience and an Associates degree or equivalent....BilingualSeniorWork at office
- ...club Miami brands want to be associated with, and to deliver... ...partners. The Role The Senior Manager of Sponsorships is... ...pipeline organized by category: financial services, automotive, hospitality,... ...Qualifications Bilingual in English and Spanish Relationships...BilingualSeniorBase plus commissionFull timeContract work
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible... ...or equivalent client service experience preferred Experience with a wide array of financial products preferred...SeniorWork at office
- ...a Personal Banker Senior within PNC's Retail... ...East Region. (Bilingual in Spanish preferred... ...proactive sales and service activities.... ...improve the customer's financial wellbeing. Collaborates... ...elevating client loyalty. Confidently... ...all of the risks associated with their business...BilingualSeniorFull timeTemporary workPart timeWork experience placementWork at office
- ...The Client Associate has an overall responsibility for providing dedicated... ...support to the assigned financial advisor or team of financial... ...and end clients in resolving service and operational matters.... ...Series 7, 63 is a plus. Bilingual in English and Spanish....BilingualFull time
$100k - $115k
...Senior Internal Auditor | Hybrid - Fort Lauderdale Area | $100,000 to $115,000 + Bonus... ...organization and play a key role in evaluating financial, operational, and compliance processes... ...internal audit experience required. Bilingual in English and Spanish required....BilingualSenior- ...We are seeking a Sr. Registered Client Associate to join our client's team! As a Senior Registered Client Associate you will play an integral role in the success... ...client relationships, working closely with our Financial Advisors (“FAs”) to enhance and grow their business...SeniorFull time
- ...the books and presenting the month-end financial package to leadership. Experience at a smaller... .... Preferred Qualifications Associate or Bachelor’s degree in Accounting or a... ...experience, including WAWF invoicing. Bilingual English/Spanish. Professional Attributes...BilingualSeniorWork at office
- 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
- Ascendo Resources in Miami, FL is seeking an experienced Senior Compliance Officer to lead and enhance the firm’s SEC/RIA compliance... ...years in securities compliance, strong SEC-RIA experience, and bilingual English/Spanish (Portuguese a plus). The successful candidate will...BilingualSenior
- FirstBank Florida is seeking a Legal Counsel Manager to oversee all legal activities and staff within the Florida Region. The successful candidate will provide legal counsel to management on operational, business, and administrative units, assist the General Counsel in ...BilingualSeniorLocal area
- ...motivated and experienced Senior Tax Accountant / Tax... ...working with multiple clients and deadlines, and... ...and excellent client service. Personal & Professional... ...principles and financial records. ~ Experience... ...International tax exposure. Bilingual English/Spanish....BilingualSeniorFull time
- ...Seeking a Client Services Associate to join a growing team in South Florida. This person will be responsible for providing... ...client service, operations, or support within financial services or wealth management ~ Bilingual - English & Spanish ~ Experience working with...BilingualFull timeWork at officeLocal area
- ...the company's success. As a Client Experience Associate within PNC's Retail bank... ...in Coral Gables, Florida. Bilingual Spanish Preferred. PNC... ...aimed at improving customer financial wellbeing and creating... ...sales process including, service to sales, teller interactions...BilingualFull timeTemporary workPart timeWork experience placementWork at office
- ...the company's success. As a Client Experience Associate within PNC's Retail bank... ...in Coral Gables, Florida. Bilingual Spanish Preferred. PNC... ...aimed at improving customer financial wellbeing and creating... ...sales process including, service to sales, teller interactions...BilingualFull timeTemporary workPart timeWork experience placementWork at office
- ...Title: Strategy and Planning Senior Manager Department:... ...Central America, and Caribbean Association Football, one of six continental... ...impact, capacity, and financial constraints. Ensure alignment... ...skills. An ideal candidate is bilingual (English or Spanish/French)....BilingualSeniorFull timeTemporary workWork at officeNight shift
- ...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
- ...A growing financial services organization is seeking an experienced Supervisory... ..., complex transactions, client situations, and regulatory requirements... ...Partner with senior leaders on risk and regulatory... ...problem-solving skills ~ Bilingual Spanish and English is required...BilingualFull time
- ...Description Job Description SENIOR TAX ACCOUNTANT Miami, FL... ...in your tax career? My client was recognized as a 2026 Best... ...accounting, tax and advisory services while maintaining the environment... ...or RIA Checkpoint · Bilingual English/Spanish preferred,...BilingualSeniorTemporary work
- ...years of related 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
$90k - $120k
...Job Summary: The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting... ...experience, preferably within wealth management or financial services. ~ Series 7 and/or 65 licenses or willingness to...Temporary workWork at office- ...We are seeking an experienced Senior Compliance Officer for our client. This individual will play a key role in managing and enhancing the firm’s SEC... ...communication, analytical, and organizational skills. ~ Bilingual English/Spanish required; Portuguese is a plus....BilingualSeniorFull time
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