Amazing Bilingual Client Service Role in Private Wealth – Miami-Based

Ascendo is excited to present this opportunity in the financial services industry.

If you're an experienced professional in wealth management or financial services, and fluent in both Spanish and English, this Miami-based role offers a unique chance to join a prestigious private wealth firm. With a consistent onsite presence Monday through Thursday and remote flexibility on Fridays, this role is ideal for those who excel in delivering high-touch client service in a fast-paced, high-net-worth environment. If you've supported affluent clients and understand the expectations of the financial services sector, this is your next move.

Key Responsibilities:

• Act as the key point of contact for high-net-worth clients, ensuring exceptional service and support

• Oversee client onboarding, documentation, and account maintenance with accuracy and efficiency

• Communicate fluently in both Spanish and English across a wide range of client interactions

• Work closely with internal teams to deliver a seamless client experience

• Maintain confidentiality and handle sensitive client information with professionalism

Qualifications:

• Bilingual in Spanish and English with strong interpersonal skills

• Previous experience in financial services, private wealth, or a related field

• Highly organized and detail-oriented with strong client service acumen

• Comfortable working in a fast-paced, client-centric environment

• Proven ability to manage sensitive data discreetly

Benefits:

• Robust health insurance coverage

• Employer-supported retirement planning options

• Ongoing learning and professional development opportunities

• Supportive, team-driven work culture

All resumes received will remain highly confidential and not released to anyone without your consent.

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.

Contact information

Daniel Longman