International Registered Client Service Associate - Bilingual Spanish/english
Morgan Stanley UK
Miami, United States
Client relationship management
Execute money movement transactions
Onboard and maintain client accounts
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis
Job Summary
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Key responsibilities include supporting client relationships, executing transactions, answering account-related questions, onboarding clients, and educating them on digital tools.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for growth and comprehensive employee benefits.
Matching Summary
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Skills & Requirements
Must-have
Client relationship management
Execute money movement transactions
Onboard and maintain client accounts
Digital tools enrollment
Bilingual Spanish/English
Nice-to-have
Client first mindset
Team player
Goal oriented
Adaptable and multitask
Key Requirements
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)