• Registered Client Service Associate

    Morgan Stanley (Miami, FL)
    …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate - Bilingual Spanish /English **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates - Bilingual Spanish /English (CSAs) help shape the...Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like… more
    Morgan Stanley (11/21/24)
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  • Private Wealth Management Client Service…

    Morgan Stanley (Miami, FL)
    …**Wealth Management* **Title:** *Private Wealth Management Client Service Associate - Bilingual : Spanish /English* **Location:** *Florida-Miami* **Requisition ... through an elevated standard of care. The Client Service Associate assists with the development and growth of business...and 66 (or 63 and 65 _*Knowledge/Skills*_ _**_ * Bilingual Spanish / English * Strong computer skills… more
    Morgan Stanley (11/12/24)
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  • Client Services Associate - Miami, FL…

    Citigroup (Miami, FL)
    …control issues with transparency. **Qualifications:** + 0-2 years relevant experience + Bilingual Spanish or Portuguese + Strong organizational skills, ability ... The Client Services Associate is a developing professional role. This role...inquiries + Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's, Investment Counselors, Securities… more
    Citigroup (01/03/25)
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  • Personal Banker Bilingual Spanish

    Wells Fargo (Cooper City, FL)
    …of the following: work experience, training, military experience, education + Bilingual speaking and listening proficiency in Spanish /English **Desired ... US **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network...Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and… more
    Wells Fargo (01/07/25)
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  • Registered Wealth Management Client…

    Bank of America (Miami, FL)
    …+ Candidates are **required** to currently hold Series 7 & 66 or 63/65 + Bilingual in Spanish strongly preferred + 2+ years post high school education and/or ... Registered Wealth Management Client Associate Miami, Florida **Job Description:** Merrill Wealth Management...to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we… more
    Bank of America (12/28/24)
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  • International Brokerage Registered Client Service…

    Truist (Doral, FL)
    …to enable individuals with disabilities to perform the essential functions. 1. Bilingual ( Spanish ), proficient in written and verbal communications. 2. ... also meet ongoing regulatory requirements Preferred Qualifications: 1. Previous sales or banking experience. 2. Previous experience in a call center or brokerage… more
    Truist (11/22/24)
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