Bilingual Wealth Management Client Services Associate

Jefferies; Miami (FL); On-site; USD 75,000 - 95,000; Full time

Job summary

Jefferies is seeking a Wealth Management Sales Associate in Miami, FL to support Wealth Advisors with client service, trade support, and administrative operations. The role emphasizes bilingual Spanish-English communication and professional client interactions.

The successful candidate will learn the firm’s wealth management platform, assist with client inquiries, prepare materials, and maintain records while delivering high-quality service to clients and internal teams.

Qualifications

• Fluency in Spanish and English required.
• 0–5 years of financial services, wealth management, client service, or administrative experience.
• Strong interest in wealth management and desire to learn the business.
• Excellent communication, organizational, and follow-up skills.

Responsibilities

• Support Wealth Advisors with daily operations, client service, and account administration.
• Assist with trade support and related follow-up.
• Research and respond to routine client inquiries in a timely and professional manner.
• Provide account information to clients and Wealth Advisors.
• Maintain strong relationships with clients by delivering responsive and high-quality service.
• Conduct client outreach as directed by Wealth Advisors.
• Learn the firm’s business, platform, products, and procedures to better support Wealth Advisors.

Skills

Bilingual Spanish-English

Client service

Communication

Organization

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Internet research

Job description

Jefferies is seeking a Wealth Management Sales Associate in Miami, FL to support Wealth Advisors with client service, trade support, and administrative operations. The role emphasizes bilingual Spanish-English communication and professional client interactions.

The successful candidate will learn the firm’s wealth management platform, assist with client inquiries, prepare materials, and maintain records while delivering high-quality service to clients and internal teams.