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Bilingual Client Services Navigator; Spanish​/English

Job in McAllen, Hidalgo County, Texas, 78501, USA
Listing for: Sanctuary Wealth Group
Full Time position
Listed on 2026-03-02
Job specializations:
  • Language/Bilingual
    Bilingual, Spanish Customer Service
  • Customer Service/HelpDesk
    Bilingual, Customer Service Rep, Spanish Customer Service, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Bilingual Client Services Navigator (Spanish/English)
A client-focused wealth management firm in McAllen is seeking a Bilingual Client Service Associate (Spanish/English) to deliver high-touch client experiences. This role involves serving as a primary contact for clients, ensuring accurate account opening and documentation, and supporting financial advisors. The ideal candidate should have a bachelor's degree, fluency in both languages, and strong organizational skills. Competitive compensation is offered, with opportunities for career growth and firm-sponsored licensing.
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