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Bilingual Client Services Associate Financial Advisors
Job in
Coral Gables, Miami-Dade County, Florida, 33114, USA
Listed on 2026-07-29
Listing for:
UBS
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bilingual, Bank Customer Service
Job Description & How to Apply Below
UBS in Coral Gables, FL seeks a Registered Client Service Associate to support Financial Advisors through order entry and client service activities. You will educate clients on account services, manage documentation for new accounts, and assist in preparing materials for client meetings.
Ideal candidates hold Series 7/66 licenses, 3-5 years in finance client service, a bachelor's degree or equivalent, and strong communication skills in English and Spanish, with Portuguese a plus.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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