Bilingual Registered Client Service Associate (Spanish/English) at Sanctuary Wealth Group LLC

McAllen, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Jan, 26

Salary

45000.0

Posted On

18 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Bilingual, Client Service, Financial Planning, Attention to Detail, Organizational Skills, Communication Skills, Microsoft Office, CRM Experience, Compliance, Client Onboarding, Account Maintenance, Team Collaboration, Fiduciary Standards, Mentorship, Proactive, Spanish, English

Industry

Financial Services

Description

Description Bilingual Registered Client Service Associate (Spanish/English) **This position is on-site Mon-Fri in McAllen, Texas. Please do not apply if you are unable to reliably commute at the time of submitting your application. About Us At Excelsis Global Private Wealth we are a client-focused, independent wealth management team serving International and Domestic individuals, families, and business owners. Our mission is to provide personalized, fiduciary financial guidance that empowers clients to make confident, informed decisions about their future. We are seeking a Bilingual (Spanish/English) Registered Client Service Associate to join our growing team. This position is an excellent entry-level opportunity for someone who wants to build a long-term career in wealth management. You’ll receive comprehensive training, hands-on mentorship, and exposure to all aspects of client service, operations, and financial planning. Position Overview The Registered Client Service Associate will play a key role in supporting the firm’s advisors and ensuring an exceptional client experience. The right candidate will be highly organized, proactive, and fluent in both Spanish and English — capable of communicating professionally and confidently with our diverse client base. This role is ideal for someone early in their financial services career who is eager to learn, detail-oriented, and ready to contribute to a collaborative, high-performing team. Key Responsibilities Serve as a first point of contact for clients — both English and Spanish speaking — handling inquiries, requests, and routine service needs. Support client onboarding: open accounts, prepare paperwork, track transfers, and ensure timely completion of documentation. Assist advisors with meeting preparation, data updates, and client follow-up tasks. Process deposits, withdrawals, money movements, and account maintenance requests under supervision. Maintain client records in CRM and custodial systems with accuracy, confidentiality, and attention to detail. Draft and translate client correspondence, meeting summaries, and communications. Collaborate with internal operations, compliance, and custodial partners to ensure smooth workflows. Uphold fiduciary and compliance standards in every client interaction. Support team projects and process improvements as the firm grows. Requirements Qualifications Required: Bachelor’s degree or equivalent professional experience. Active (SIE), Series 7, 65 or 66 license, Group One (Life Health and HMO) or willingness to obtain prior to start date (firm sponsorship available). Fluent in both English and Spanish (spoken and written) — non-negotiable. Strong attention to detail, organizational skills, and follow-through. Excellent communication skills — clear, professional, and client-service oriented. Proficient with Microsoft Office (Outlook, Word, Excel); CRM experience a plus. High integrity and commitment to maintaining confidentiality with sensitive client information. Preferred: Prior experience within an RIA or wealth management firm. 1–3 years of experience in financial services, banking, or client-facing professional environment. Familiarity with Fidelity, Schwab, or Pershing platforms. Exposure to CRM systems such as Wealthbox, and Jump AI. Interest in pursuing additional licensing or financial planning education (CFP®, etc.). Why Join Us Career Growth: Structured mentorship and a clear development path within the wealth management profession. Bilingual Advantage: Play a vital role supporting Spanish-speaking clients and receive a bilingual stipend. Meaningful Work: Help families and business owners make confident, long-term financial decisions. Comprehensive Benefits: Health, dental, retirement plan, PTO, and continuing education support. Collaborative Team: Join a firm that values authenticity, integrity, and genuine client relationships. Compensation & Licensing Support Base Salary: $40,000–$45,000 Firm covers licensing fees, study materials, and exam costs for (SIE), Series 7, 65 or 66 license, Group One (Life Health and HMO) if not yet registered.

Responsibilities

The Registered Client Service Associate will support the firm’s advisors and ensure an exceptional client experience. Responsibilities include handling client inquiries, assisting with onboarding, and maintaining client records.