International Client Service Associate - Bilingual: Spanish/english
Morgan Stanley UK
Miami, United States
Exceptional client service
Bilingual spanish/english fluency
Money movement transactions
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions
Job Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
Responsibilities include executing money movement transactions, answering non-investment related questions, assisting with account documentation, and educating clients on digital tools.
The role requires strong interpersonal skills, detail orientation, advanced Microsoft Office proficiency, and the ability to work in a fast-paced, evolving environment.
Matching Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
Skills & Requirements
Must-have
Exceptional client service
Bilingual Spanish/English fluency
Money movement transactions
Digital tools enrollment
Inbound and outbound calls
Nice-to-have
Client relationship enhancement
Marketing strategy support
Team collaboration
Fast-paced environment adaptability
Key Requirements
Spanish fluency
High School Diploma/Equivalency
Willingness to obtain Series 7 (GS)
Willingness to obtain Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)