Bilingual Client Service Associate (Spanish/English)
About The Position
At Excelsis Global Private Wealth – The Chapa & Salinas Private Wealth Group , we are a client-focused, independent wealth management team serving both international and domestic individuals, families, and business owners - with a strong presence within the Mexican and Mexican-American community. Our mission is to deliver personalized, fiduciary financial guidance rooted in trust, cultural understanding, and long-term relationships. We are seeking a Bilingual (Spanish/English) Registered Client Service Associate to support our advisors and deliver a high-touch, detail-driven client experience. This role is ideal for someone early in their financial services career who: Is deeply comfortable working with Mexican and Spanish-speaking clients Can confidently switch between Spanish and English in professional client conversations Thrives in an operational, task-oriented role Takes pride in accuracy, follow-through, and getting the details right You will be hands-on with account opening, paperwork, client calls, and daily service needs -serving as a critical bridge between our clients, advisors, and operations.
Requirements
- Bachelor’s degree or equivalent professional experience.
- Fluent in Spanish and English (spoken and written) — professional-level fluency required.
- Strong understanding of Mexican culture and client communication nuances .
- High attention to detail and strong organizational skills.
- Comfort handling operational tasks such as forms, account setup, client calls, and confirmations.
- Excellent follow-through and time management.
- Proficiency in Microsoft Office (Outlook, Word, Excel).
- High integrity and discretion when handling sensitive client information.
- Following position start date, willingness to obtain SIE, Series 7, Series 65 or 66, Group One (Life, Health & HMO) (firm sponsorship available).
Nice To Haves
- 1–3 years of experience in financial services, banking, or a client-facing administrative role.
- Prior experience within an RIA or wealth management firm.
- Familiarity with Fidelity, Schwab, or Pershing platforms.
- Experience using CRM systems such as Wealthbox or Jump AI.
- Interest in long-term career growth within wealth management (CFP® or additional licensing).
Responsibilities
- Serve as a primary point of contact for clients in both Spanish and English , in person, by phone, and via email.
- Communicate with cultural sensitivity and awareness, particularly when working with Mexican clients and families.
- Call clients to confirm appointments, follow up on outstanding items, and provide status updates.
- Draft, translate, and review client correspondence to ensure clarity, professionalism, and accuracy in both languages.
- Open new accounts, complete required custodial and internal forms, and ensure paperwork is accurate and fully executed.
- Track transfers, money movements, and account maintenance requests through completion.
- Process deposits, withdrawals, and service requests under advisor supervision.
- Maintain highly accurate client records in CRM and custodial platforms.
- Coordinate closely with advisors, compliance, and custodial partners to ensure smooth workflows.
- Identify missing information, errors, or follow-up needs before they become issues.
- Assist advisors with meeting preparation, notes, and post-meeting follow-up.
- Support internal projects and process improvements as the firm grows.
- Uphold fiduciary responsibility, confidentiality, and compliance standards at all times.
Benefits
- Firm-sponsored licensing (fees, study materials, exam costs)
- Health, dental, retirement plan, PTO, and continuing education support
- Meaningful Impact: Serve clients who value trust, relationships, and cultural understanding.
- Career Growth: Structured mentorship and exposure to all aspects of wealth management.
- Team Environment: Collaborative, detail-driven, and client-first culture.
- Bilingual Advantage: Your language skills and cultural awareness truly matter here.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
