Bilingual Client Service Associate, Wealth Management
Listed on 2026-10-06
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Customer Service/HelpDesk
Bilingual -
Finance & Banking
UBS is seeking a Registered Client Service Associate in Coral Gables to support financial advisors with order entry, client communications, and meeting materials. You will help maintain client records, educate clients on services, and prepare materials for meetings.
The role requires Series 7 and 66 licenses, 3-5 years in client service in finance, a bachelor's degree, and strong communication and organizational skills. Bilingual English/Spanish is essential, with Portuguese a plus.
We are currently recruiting a Bilingual Client Service Associate, Wealth Management for our team in Coral Gables, FL, United States.
We are looking to fill the Bilingual Client Service Associate, Wealth Management position at Talentify in Coral Gables, FL, United States.
The Bilingual Client Service Associate, Wealth Management role at Talentify is now open for applications in Coral Gables, FL, United States.
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