Bilingual Client Service Associate - Financial Advisory Support
Morgan Stanley
Morgan Stanley is seeking a Registered Client Service Associate to enhance client relationships and support firm services. You will cultivate relationships by addressing client inquiries, onboarding client accounts, and assisting with financial planning and transactions. The role requires proficiency in English and Spanish, along with industry experience and strong organizational skills. The ideal candidate will thrive in a fast-paced environment and work effectively with Financial Advisors. #J-18808-Ljbffr Morgan Stanley
- A financial advisory firm is seeking a Client Services Associate in Florida. The role involves supporting Portfolio Managers and providing exceptional service to Ultra High Net Worth clients. Candidates must be detail-oriented with strong communication and organizational...BilingualFinancialWork from home1 day per week
- Registered Client Service Associates Registered Client Service Associates help shape... ...Responsibilities Client Support Cultivate and enhance new... ...direction of clients and/or Financial Advisor(s), discuss reinvestment... ...Education and Experience Bilingual Spanish/English. Active...BilingualFinancialWork at officeLocal area
$24.8 - $31 per hour
Job Summary This Client Service role supports existing Registered Investment Advisory (RIA) clients within a fast-growing area of... ...Qualifications Background or education in Financial Services (brokerage securities... ...through shadowing experienced associates, with full ramp ‑up expected...FinancialHourly payContract work- ...The Firm is seeking exceptional bilingual (Spanish) candidates for the full-time position of Client Services Associate, reporting to the Director of Client Services. This person will be responsible for supporting the firm’s Portfolio Managers by ensuring the smooth functioning...BilingualFull timeWork at officeWork from home1 day per week
- A prestigious financial services firm is seeking a Bilingual Private Wealth Client Services Associate in New York. The ideal candidate will have 1+ years of experience dealing with high-net-worth individuals, along with full professional proficiency in both English and...BilingualFinancial
- ...An established, employee-owned financial services firm is seeking a Client Services Associate to join their Wealth Management team in Stuart, Florida. This is a high-touch client service and operational support role working directly with Financial Advisors and their high...Financial
- A financial services firm in Stuart, Florida is seeking a Client Services Associate to support their Wealth Management team. In this high-touch role, you will manage client onboarding, account maintenance, and ongoing relationship management. Candidates should have a Bachelor...Financial
- ...superior standards of service to an assigned portfolio... ...for the international client. Ensures transactions... ...well as the processes associated to the delivery of... ..., review and validate supporting documentation provided... ...customer’s accounts Bilingual English-Spanish required...BilingualTemporary workWork experience placement
$60k - $70k
Better Talent is seeking a Client Service Associate to support our financial advisors and clients in Florida. Your role will involve managing retirement planning services, account management, and ensuring seamless operations. Ideal candidates have strong organizational...Financial- JPMorgan Chase & Co. is seeking a Client Associate in New York to provide exceptional wealth management services to ultra-high net worth clients. You will assist Financial Advisors to ensure a... ...responsibilities include client onboarding, support across products, and...Financial
- Dormont Manufacturing Co is seeking a Registered Client Service Associate to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. This role involves cultivating client relationships, handling transactions, and managing client accounts...FinancialWork at office
$60k - $70k
Company Overview Fellowship Financial Group empowers clients through education-driven... ...confidence, clarity, and the support of a trusted advisor. Our... ..., and exceptional service. If you’re passionate about... ...seeking a Client Service Associate to join our team in Maitland...FinancialWork at office- Company Overview We're a diversified financial services leader with more than $1.5... ...small business and institutional clients. We are a longstanding leader in... ...As a Registered Client Service Associate, you will provide dedicated support to a high‑producing advisor by preparing...FinancialHome office
$39.8k - $59.5k
...strives for a culture that puts its clients and associates first: a culture where... ...immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening... ...variety of administrative support duties, including but not limited...FinancialWork at officeImmediate startFlexible hours- Client Services Associate, Debt Capital Markets Location: Jacksonville, Florida Work Type: Hybrid Working... ..., sanctions, and reputational risk. Support audit confirmations and regulatory... ...Required Experience working in financial services operations, preferably within...FinancialFlexible hours
- Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...FinancialWork at officeLocal area
- Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members.... ...rich history and recognition for service and excellence in the... ...dynamic Registered Client Service Associate who is a motivated, detail‑oriented...FinancialWork experience placementWork at office
- Glas Sas is looking for a Client Services Associate in Jacksonville, Florida. This role involves managing Debt Capital... ...Markets transactions and providing operational support. The ideal candidate has experience in financial services and strong communication skills. The...Financial
- Northern Trust Corp is seeking a Registered Associate II in Bonita Springs, FL. This role entails supporting Financial Advisors through client service management and account onboarding. The ideal candidate will have financial knowledge, strong communication, and organizational...Financial
- Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate Ascendo is excited to... ...this opportunity in the financial services industry. We... ...dedicated individual to support their international... ...administrative support to advisory teams to ensure efficient...BilingualFinancialWork at office
- ...is seeking a Commercial Card Client Experience Officer I for a... ...delivering exceptional customer service by assisting clients with... ...good understanding of client support in financial services. Candidates should... ...equivalent experience, along with bilingual competencies in English and...BilingualFinancial
- ...Support bankers and investors in performing various aspects of the relationship management initiative with their respective client base. Research follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product...
- ...Introduction At Gallagher, we help clients face risk with confidence because we believe... ...'ll make an impact The Branch Client Service Associate I is accountable for delivering high quality... ...processes and providing routine client support. This role reports directly into either...Full timeLive outWork at officeLocal areaFlexible hours
- ...have time for what matters most to you. Supportive Environment: Join a nurturing community... ...Dedication to delivering exceptional customer service experiences. Strong communication and... ...as you advance your career in client service leadership. Don’t miss out on this...Work from homeFlexible hours
- Job Overview This role provides client service support to multiple Financial Advisors, supporting enterprise objectives... ...within their business. The associate serves as the primary point of contact... ...Development Client Solutions Advisory Pipeline Management Prioritization...FinancialSeasonal workShift workDay shift
- ...Wealth Management Client Associate role is a sales support position, typically... ...support to multiple Financial Advisors (FAs). Incumbents... ...excellent Client Service to the bank’s... ...technology platforms Bilingual Spanish/English... ...Development Client Solutions Advisory Pipeline Management...BilingualFinancialSeasonal workWork at officeShift workDay shift
- ...a structured and supportive environment. You... ...focusing on customer service and learning the... ...into a sales and financial services role... ...accurate and organized client records Support... ...work ethic Bilingual is a plus Qualifications... ..., retail sales associate, or telemarketing...BilingualFinancialHourly payFor contractorsWork at officeFlexible hours
$19 - $27.36 per hour
...you a compassionate and service-oriented individual... ...our team as a Full-Time Bilingual Member Service... ...organization committed to supporting both its members and employees... ...on various financial products and services... ...sales related capacity or Associate's Degree Strong written...BilingualFinancialHourly payFull timeWork at officeLocal areaMonday to Friday- ...Lauderdale, Florida. As a Bilingual (Spanish/English) Customer Service Specialist, you will... ...point of contact for our clients, managing inbound and outbound... ..., supervisors, and support departments to resolve customer... ...families for their financial future. This includes...BilingualFinancialShift work
$45k - $60k
...the lives of his team and clients and supports charities such as Boys & Girls... ...professional growth and financial opportunities for our team.... ...abilities, and tech-savviness. Bilingual (English/Spanish) skills... ...market appropriate products and services. Benefits as an Agent Team...BilingualFinancialFull timeFor contractorsWork at officeFlexible hours
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