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Bilingual

Bilingual Brokerage Client Services Associate

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Providence Talent Group
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
    Bilingual
Job Description & How to Apply Below
A financial services firm in Miami seeks a Client Service Associate fluent in English and Spanish. Responsibilities include managing client accounts, processing inquiries, and supporting Financial Advisors. The ideal candidate will have a minimum of 3 years experience in a broker-dealer environment and hold relevant securities licenses (Series 7 & 66 or Series 65 and 63). Strong organizational skills and experience with brokerage operations and compliance are essential.
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Position Requirements
10+ Years work experience
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