ZipRecruiter

Log In

1

Bilingual Client Associate Jobs (NOW HIRING)

NTT DATA

Bilingual Customer Care Associate - Remote

$20 - $21/hr

Bilingual Client Care Representative With people at the heart of our success, NTT DATA is committed to attracting and growing the best talent and providing an environment where everyone feels they ...

NTT DATA

Remote Bilingual Customer Care Associate

$20 - $21/hr

Bilingual Client Care Representative With people at the heart of our success, NTT DATA is committed to attracting and growing the best talent and providing an environment where everyone feels they ...

previous pagenext page

Showing results 21-40

All JobsBusiness JobsCustomer Service JobsCustomer Service Representative JobsBilingual Client Associate Jobs

Bilingual Client Associate information

See salary details

$13

$19

$28

How much do bilingual client associate jobs pay per hour?

As of Sep 15, 2026, the average hourly pay for bilingual client associate in the United States is $19.09, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $20.43 per hour, depending on experience, location, and employer.

What is the difference between Bilingual Client Associate vs Bilingual Financial Advisor?

AspectBilingual Client AssociateBilingual Financial Advisor
CredentialsTypically requires a high school diploma or equivalent; some roles may prefer FINRA licensesRequires FINRA licenses (e.g., Series 7, 63), bachelor's degree often preferred
Work EnvironmentBank or financial institution support roles, client service, administrative tasksClient consultation, investment planning, financial advice
Industry UsageCommon in banking, brokerage firms, financial servicesPrimarily in wealth management, investment firms, banks
Search & Comparison IntentUnderstanding entry-level client support roles in financeSeeking professional financial planning and advice

The main difference is that Bilingual Client Associates focus on client support and administrative tasks within financial institutions, often requiring basic certifications. Bilingual Financial Advisors provide personalized investment advice and financial planning, requiring professional licenses and more extensive industry experience.

What is the role of a Bilingual Client Associate?

A Bilingual Client Associate supports clients by providing assistance in two languages, handling inquiries, processing transactions, and ensuring excellent customer service. They often work with financial or service firms, utilizing communication skills and familiarity with relevant tools to meet client needs efficiently.

What cities are hiring for Bilingual Client Associate jobs?

Cities with the most Bilingual Client Associate job openings:

What are popular job titles related to Bilingual Client Associate jobs?

For Bilingual Client Associate jobs, the most frequently searched job titles are:

Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish Preferred

Miami, FL • On-site

Bank of America
Finance and Insurance • 10K+ employees
Learn more about Bank of Americaexternal

Full-time

Re-posted 23 days ago

Key responsibilities

  • Provides excellent client service by educating clients on banking offerings and addressing their service needs.

  • Ensures the accuracy, timeliness, and completeness of client materials and follows up on requests from clients and Financial Advisors.

  • Supports day-to-day team activities, including covering roles during absences or seasonal increases, with a client-first approach.

Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 540 frontline employees who took The Breakroom Quiz

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
    ** If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.**
  • Possesses advanced industry knowledge and an understanding of investment products
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Bilingual English and Portuguese
  • Bilingual English and Spanish
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5

What Bank Of America employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Bank Of America logo

About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Social media

FacebookTwitter

View All Bank Of America Jobs

Apply