Bilingual Private Wealth Client Services Associate

Ascendo Resources; Town of Florida (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

A prestigious financial services firm is seeking a Bilingual Private Wealth Client Services Associate in New York. The ideal candidate will have 1+ years of experience dealing with high-net-worth individuals, along with full professional proficiency in both English and Spanish. The role involves facilitating communication between teams and managing administrative tasks. This opportunity offers room for professional growth in a dynamic environment.

Qualifications

• 1+ years of professional experience within a financial services firm working with high-net-worth individuals or families.
• Ability to facilitate effective communication among teams and clients.
• Experience in providing administrative support in a financial context.

Responsibilities

• Facilitate seamless communication between internal teams and external partners.
• Provide comprehensive administrative support to advisory teams.
• Manage routine account maintenance tasks and documentation for client portfolios.
• Act as a liaison for client service requests.

Skills

Bilingual in English and Spanish

Client-first mindset

Strong organizational capabilities

Multitasking in a fast-paced setting

Education

Bachelor’s degree from an accredited institution

Job description

A prestigious financial services firm is seeking a Bilingual Private Wealth Client Services Associate in New York. The ideal candidate will have 1+ years of experience dealing with high-net-worth individuals, along with full professional proficiency in both English and Spanish. The role involves facilitating communication between teams and managing administrative tasks. This opportunity offers room for professional growth in a dynamic environment.