Wealth Management Client Associate (Spanish-Speaking)

Talentify; Kentucky; On-site; USD 65,000 - 90,000; Full time

Job summary

UBS in Miami seeks a Client Associate to serve as the primary contact for clients, building strong relationships and delivering tailored financial services. You will respond to inquiries, assist with account setups, transfers, and administrative tasks while collaborating with internal teams to meet client needs.

The role requires Spanish fluency, a finance-related bachelor's degree, and active regulatory licensing (SIE, Series 7, Series 66).

Qualifications

• Fluent in Spanish; Portuguese fluency preferred.
• Bachelor's degree in finance, business administration, or a related field.
• Fully registered with SIE, Series 7 and Series 66.
• Previous experience in the financial services industry is highly preferred.
• Strong interpersonal and communication skills with the ability to build rapport and establish trust.
• Excellent problem-solving abilities and attention to detail.
• Proficiency in using financial software and tools.
• Knowledge of investment products, financial markets, and industry regulations; ability to prioritize tasks and work under pressure.
• Professionalism, integrity and commitment to delivering exceptional client service.

Responsibilities

• Serve as the primary point of contact for clients, building strong relationships.
• Respond to client inquiries promptly, providing information on financial products and account activities.
• Assist clients with account setup, transfers and other administrative tasks.
• Collaborate with internal teams to address client needs and resolve issues.
• Proactively identify opportunities to enhance client satisfaction and support business growth.
• Stay updated on industry trends, regulations, and changes to communicate effectively with clients.
• Ensure compliance with company policies, procedures and regulatory requirements.

Skills

Spanish fluency

Portuguese (preferred)

Interpersonal skills

Communication skills

Attention to detail

Problem solving

Time management

Education

Bachelor's degree in finance/business administration or related field

Tools

Financial software

Job description

UBS in Miami seeks a Client Associate to serve as the primary contact for clients, building strong relationships and delivering tailored financial services. You will respond to inquiries, assist with account setups, transfers, and administrative tasks while collaborating with internal teams to meet client needs.

The role requires Spanish fluency, a finance-related bachelor's degree, and active regulatory licensing (SIE, Series 7, Series 66).