Bilingual Client Services Associate Financial Advisory
Raymond James, Inc.
Raymond James, Inc. in Coral Gables, FL is seeking a dynamic Registered Client Service Associate to support Financial Advisors, onboarding clients, and handling high volumes of daily client interactions with professionalism and accuracy. The role emphasizes bilingual Spanish communication, strong CRM and Excel skills, and meticulous attention to documentation and regulatory compliance, enabling high-quality service to clients and growth for the branch. #J-18808-Ljbffr Raymond James, Inc.
$120k - $140k
...advance into an Operations Manager or Financial Advisor role This role supports our... ...managing the day-to-day operational and client service functions of the practice, from new... ...REPORTING & BILLING Run and submit advisory fee billing through Wealthscape; verify...Financial- Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client... ...operational processes JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to...Financial
- Cook Financial Partners, a wealth management practice affiliated with Raymond James in Memphis, is seeking a Part-Time Client Service Associate who is organized, proactive, and passionate about delivering outstanding client experiences. You will work closely with clients...FinancialPart time
$45k - $60k
Client Service Associate page is loaded## Client Service Associatelocations: Westlake, Ohio - United Statestime type: Full timeposted on: Posted... ...history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic...FinancialWork experience placementWork at office- ...About Our Company We’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... .... As a Registered Client Service Associate, you will provide dedicated support to...FinancialFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...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 ChaseFinancialWork at office
- ...accommodation or an alternative application process. Registered Client Service Associate Active - Regular full-time Exempt 2810 Johnston, Lafayette... ...OF THE JOB Actively involved in supporting the Retail Financial Advisor(s) in the sales and service of investment,...FinancialFull timeWork at office
- The Client Service Associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service... ...sufficient controls to prevent errors, fraud and misstatements of financial results Attend and participate in learning opportunities...FinancialInternship
- ...Through our unparalleled list of services, incomparable customer... ...Bowers Galleries provides every client the opportunity to achieve their... ...buying and selling, financial backing, and numismatic expertise... ...looking for a Client Services Associate to join our growing team and...FinancialFull timeWork at officeFlexible hours
- ...about agriculture and customer service? Do you thrive in a... ...make a direct impact? Hurley & Associates is seeking a dynamic Marketing... ...us empower farmers to achieve financial stability and success through... ...Direct Reports: None As a Client Relations Specialist, you will...FinancialFull timeInternshipWork at office
$75k - $95k
Client Service Associate - Marketing Operations Position Details Company Overview: FPA is a Los Angeles area-based institutional money management... ...: 3-5 plus years of relevant work experience preferred, financial services experiences a plus Bachelor’s degree in related...FinancialWork experience placement- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible... ...experience preferred Experience with a wide array of financial products preferred About Us JPMorganChase, one of...FinancialWork at office
- Transaction Advisory Services - Senior Associate Job Category : Transaction Adv Services Requisition Number... ...on meaningful work with clients in a variety of industries and work... ...application of those concepts in the financial due diligence work. Ability to work...FinancialFull timeLocal areaImmediate start
$35.9 per hour
...management and investment products and services for individuals, companies, and... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...relationship with their advisory team committed to their needs. We...FinancialHourly payTraineeshipWork experience placementWork at officeLocal areaShift workDay shift$32.5 - $36 per hour
...customers to achieve positive financial outcomes while... ...expertise to provide full service tax return preparation... ...in growing TurboTax’s client base within the local... ...’s policies \n Bilingual (English/Spanish) communication... ...in holistic tax advisory services beyond tax...BilingualFinancialLocal area$33.45 - $40.47 per hour
...customers to achieve positive financial outcomes while... ...primary focus will be full-service tax preparation for... ...in growing TurboTax’s client base within the local... ...’s policies \n Bilingual (English/Spanish) communication... ...in holistic tax advisory services beyond tax filing...BilingualFinancialLocal area- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...Adaptability Client Solutions Advisory Data Collection and Entry...BilingualFinancialWork at officeImmediate startWork from homeFlexible hoursShift workAfternoon shift
$70k - $120k
...US Inc. stands at the forefront of financial services, housing two SEC registered broker... ...and innovation. Premier Client Service Specialist (Bilingual) Office Location: Dallas, TX or... ...equities trading, sales, or investment advisory. Familiarity with U.S. and Hong...BilingualFinancialContract workWork at officeLocal area- ...Merrill Wealth Management is seeking an entry-level Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) in Stamford, CT. This role supports Financial Advisors with client service, licensing preparation, and progression toward becoming a Financial...Financial
- Client Services Administrator - Bilingual Japanese required job at CareerVite. Hoboken, NJ. Major international financial institution seeks Bilingual Japanese Client Services Administrator. This is a temporary position starts from mid-September for 3 months with possible...BilingualFinancialTemporary work
$16 - $16.65 per hour
...Impact at Lowe's As a Lowe's Merchandising Services Associate, you are a key connection point... ...assistance program. Take charge of your financial future with a company‑matching 401(k)... ...our communities, we strongly encourage bilingual, military, and veteran talent to apply...BilingualFinancialHourly payFull timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work$80k - $100k
...Client Services Associate / Specialist – Luxury Travel Industry Experience REQUIRED (ideally Private Aviation experience) Location: New York, NY (local candidates only please) On-site position Monday through Friday 9:00am to 5:00pm WITH THE ABILITY TO BE REACHED /...Work at officeLocal areaMonday to Friday$55k - $60k
...Roundabout Theatre Company, the nation’s largest not-for-profit theatre, seeks a Client Services Associate. Reporting to the Senior Manager for Client Services, the Client Services Associate will facilitate and support event and database-related work within Roundabout'...Full timeLive inWork at officeRemote work- ...The Client Services Associate supports successful client implementations and ongoing account needs within Ludi’s healthcare technology platform. This role partners closely with the VP of Implementation and VP of Account Management to ensure accurate data loads, quality...Contract workRemote workWork from homeHome officeFlexible hours
- ...anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for...Full timeRemote work
- ...discounts Flexible schedule Are you friendly, outgoing, and passionate about helping people? Join Jackson Hewitt as a Seasonal Client Service Associate and help create an exceptional experience for every client who walks through our doors. Bring your personality,...Hourly paySeasonal workWork at officeLocal areaFlexible hours
- ...discounts Flexible schedule We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills . As a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional...Hourly payRelocation packageFlexible hours
- ...Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international... ...and training, and legal support services. All services and client partnerships are aided by best-in-breed software platforms, specialized...InternshipLocal area
- Climate Impact Partners is seeking a Client Services Associate to help drive climate action by delivering consistent, high-quality support after the sale—from onboarding through ongoing engagement to renewal. You will own a portfolio of client relationships and collaborate...Remote job
- Privia Health is seeking a Patient Services Representative in Sugar Land to greet and assist... ...and insurance, and direct patients to financial services. The role requires strong... ...organizational skills, with preference for bilingual candidates (Vietnamese). Onsite position...BilingualFinancial
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