Senior Bilingual Client Services in Wealth Management

Banorte Wealth Management; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Banorte Wealth Management seeks a Senior Client Services Associate to manage complex client service matters, onboarding workflows, and back-office support within a regulated wealth environment. The role requires FINRA registrations, bilingual communication, and collaboration with the Wealth Management team to ensure accurate, timely service.

The position emphasizes relationship management, regulatory compliance, and confidentiality while coordinating with custodians, platforms, and compliance

Qualifications

• Bachelor's degree in Finance, Business Admin, Economics, Accounting, or related field.
• 5–7 years of experience in financial services, wealth management, or related role preferred.
• FINRA SIE credential required; Series 66 preferred; or Series 63/65 depending on needs.
• Fully bilingual in English and Spanish.
• Strong understanding of investment account operations and CRM systems.

Responsibilities

• Act as a senior point of contact for high-complexity client service requests and escalations.
• Process and coordinate client paperwork, applications, maintenance forms, and account opening docs.
• Support wealth management professionals with securities-related service activities.
• Prepare and follow up on client reports, dashboards, and documentation status reports.
• Maintain CRM records and ensure profiles and notes are accurate.
• Coordinate with internal departments to resolve service and documentation matters.
• Monitor client service issues and report status to management.
• Apply knowledge of investment products and brokerage operations for compliant service delivery.
• Elevate advisory, discretionary, suitability, or compliance matters as needed.
• Mentor junior client service personnel on workflow standards and best practices.
• Protect confidential information and comply with policies and retention practices.
• Perform other related duties and special projects.

Skills

Relationship management

bilingual English/Spanish

Regulatory compliance

Client service

Account maintenance

Education

Bachelor's degree in Finance

Equivalent relevant experience

Tools

CRM software

Microsoft Office

Reporting tools

Job description

Banorte Wealth Management seeks a Senior Client Services Associate to manage complex client service matters, onboarding workflows, and back-office support within a regulated wealth environment. The role requires FINRA registrations, bilingual communication, and collaboration with the Wealth Management team to ensure accurate, timely service.

The position emphasizes relationship management, regulatory compliance, and confidentiality while coordinating with custodians, platforms, and compliance