International Registered Client Service Associate - Bilingual: Spanish/english

Morgan Stanley

Fluent in spanish and english
Active series 7 and series 66 or 63/65 licenses
Two years of industry experience preferred
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
  • The role involves executing money movement transactions, managing client accounts, and educating clients on digital tools like MSOnline.
  • Morgan Stanley offers comprehensive employee benefits, opportunities for career advancement, and a culture committed to diversity and inclusion.

Matching Summary

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.

Skills & Requirements

Must-have

  • Fluent in Spanish and English
  • Active Series 7 and Series 66 or 63/65 licenses
  • Two years of industry experience preferred
  • Knowledge of equities bonds options mutual funds
  • Advanced Microsoft Office skills

Nice-to-have

  • Strong interpersonal and client service skills
  • Ability to work in a fast-paced environment
  • Detail-oriented with superior organizational skills
  • Goal oriented self-motivated and results driven
  • Team player with collaboration ability

Key Requirements

  • High School Diploma required
  • College degree preferred
  • Active Series 7 license
  • Series 66 or Series 63/65 license
  • Bilingual fluency in Spanish

Work Rights

Not specified

Tailored Resume

Cover Letter