Job Title: Client Servicing Representative (Bilingual Spanish/English) – Wealth Management / Financial Services
Salary: $60,000–$70,000 Base + Performance Incentives
Location: Downtown San Diego
Schedule: Full-Time

About the Opportunity

We are seeking a highly polished, sales-driven Client Servicing Representative with a strong hunter mentality and proven experience exclusively from Merrill Lynch, UBS, or Morgan Stanley. This role is ideal for a bilingual Spanish/English professional who thrives in a fast-paced financial services environment, excels at relationship-building, and is motivated to drive new business while delivering white-glove client service.

Key Responsibilities
Develop and maintain strong relationships with high-net-worth and mass affluent clients
Proactively identify, pursue, and secure new client opportunities through outbound business development
Support financial advisors and wealth management teams with client onboarding, account servicing, and portfolio support
Cross-sell financial products and services while identifying growth opportunities within existing accounts
Deliver exceptional client service with a consultative, solutions-focused approach
Manage client inquiries, documentation, account updates, and follow-up with precision and urgency
Leverage bilingual communication skills to serve and expand Spanish-speaking clientele
Consistently meet or exceed sales goals, referral targets, and client engagement metrics
Required Qualifications
REQUIRED: Previous experience ONLY from Merrill Lynch, UBS, or Morgan Stanley
Bilingual fluency in Spanish and English (written and verbal)
Proven hunter mentality with demonstrated sales success and business development ability
Background in wealth management, private banking, brokerage, or financial advisory support
Strong understanding of financial products, client servicing, and relationship management
Excellent communication, presentation, and closing skills
Highly motivated, competitive, and goal-oriented mindset
Professional polish and ability to work with high-value clientele
Preferred Qualifications
FINRA licenses are a plus (Series 7, 63, etc.)
Experience supporting financial advisors or private wealth teams
CRM proficiency and financial services platforms experience
What We Offer
Competitive base salary of $60K–$70K
Performance-based bonuses and growth potential
Opportunity to work with elite financial professionals
High-visibility role with advancement opportunities
Dynamic, sales-focused culture

If you have elite financial services experience from Merrill Lynch, UBS, or Morgan Stanley and are ready to bring your bilingual communication skills and hunter mentality to a high-growth opportunity, we want to hear from you.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.