Job Posting Title Client Service Associate (Bilingual English/Spanish)

What you’d do

Support Financial Advisors and their teams by handling client interactions, executing money movement transactions, answering non-investment account questions, and maintaining account documentation. Full time role based in New York. Found on the employer's careers page on Oct 13, 2026. Apply through the link.

You’ll need

• High School Diploma/Equivalency
• Bilingual English/Spanish
• Willingness to obtain Series 7 and Series 66 or 63/65
• Advanced Microsoft Office skills
• Detail oriented with strong organizational skills