Bilingual Client Service Associate; Spanish​/English

Overview

Bilingual Client Service Associate (Spanish/English)

Location:

McAllen, TX (100% On-Site | Monday–Friday)
Compensation: $40,000-$55,000

At Excelsis Global Private Wealth – The Chapa & Salinas Private Wealth Group, we are a client-focused, independent wealth management team serving both international and domestic individuals, families, and business owners — with a strong presence within the Mexican and Mexican-American community. Our mission is to deliver personalized, fiduciary financial guidance rooted in trust, cultural understanding, and long-term relationships.

We are seeking a Bilingual (Spanish/English) Registered Client Service Associate to support our advisors and deliver a high-touch, detail-driven client experience. This role is ideal for someone early in their financial services career who:

• Is deeply comfortable working with Mexican and Spanish-speaking clients
• Can confidently switch between Spanish and English in professional client conversations
• Thrives in an operational, task-oriented role
• Takes pride in accuracy, follow-through, and getting the details right

You will be hands-on with account opening, paperwork, client calls, and daily service needs—serving as a critical bridge between our clients, advisors, and operations.

• Serve as a primary point of contact for clients in both Spanish and English, in person, by phone, and via email.
• Communicate with cultural sensitivity and awareness, particularly when working with Mexican clients and families.
• Call clients to confirm appointments, follow up on outstanding items, and provide status updates.
• Draft, translate, and review client correspondence to ensure clarity, professionalism, and accuracy in both languages.

• Open new accounts, complete required custodial and internal forms, and ensure paperwork is accurate and fully executed.
• Track transfers, money movements, and account maintenance requests through completion.
• Process deposits, withdrawals, and service requests under advisor supervision.
• Maintain highly accurate client records in CRM and custodial platforms.
• Coordinate closely with advisors, compliance, and custodial partners to ensure smooth workflows.
• Identify missing information, errors, or follow-up needs before they become issues.

• Assist advisors with meeting preparation, notes, and post-meeting follow-up.
• Support internal projects and process improvements as the firm grows.
• Uphold fiduciary responsibility, confidentiality, and compliance standards at all times.

• Bachelor’s degree or equivalent professional experience.
• Fluent in Spanish and English (spoken and written) — professional-level fluency required.
• Strong understanding of Mexican culture and client communication nuances.
• High attention to detail and strong organizational skills.
• Comfort handling operational tasks such as forms, account setup, client calls, and confirmations.
• Excellent follow-through and time management.
• Proficiency in Microsoft Office (Outlook, Word, Excel).
• High integrity and discretion when handling sensitive client information.
• Following position start date, willingness to obtain SIE, Series 7, Series 65 or 66, Group One (Life, Health & HMO) (firm sponsorship available).

• 1–3 years of experience in financial services, banking, or a client-facing administrative role.
• Prior experience within an RIA or wealth management firm.
• Familiarity with Fidelity, Schwab, or Pershing platforms.
• Experience using CRM systems such as Wealthbox or Jump AI.
• Interest in long-term career growth within wealth management (CFP® or additional licensing).

• Base Salary: $40,000–$55,000
• Firm-sponsored licensing (fees, study materials, exam costs)
• Health, dental, retirement plan, PTO, and continuing education support

• Meaningful Impact:
  Serve clients who value trust, relationships, and cultural understanding.
• Career Growth:
  Structured mentorship and exposure to all aspects of wealth management.
• Team Environment:
  Collaborative, detail-driven, and client-first culture.
• Bilingual Advantage:
  Your language skills and cultural awareness truly matter here.

Salary Description
$40,000-$55,000