Registered Client Service Associate - Bilingual Spanish/English

What you’d do

Assist financial advisors with client relationships by handling requests, resolving inquiries, and keeping documentation current. Requires bilingual Spanish/English and active Series 7 and 66 (or 63 and 65) licenses. Full time. Found on the employer's careers page on Oct 7, 2026. Apply through the link.

You’ll need

• Bilingual Spanish/English
• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• High School Diploma/Equivalency
• Two or more years of industry experience preferred