Registered Client Service Associate - Bilingual Spanish/english
Morgan Stanley UK
Not specified (potentially hybrid or fully remote based on industry norms).
Exceptional client service
Money movement transactions
Onboarding and maintaining client accounts
Morgan Stanley UK is seeking a bilingual Registered Client Service Associate to provide exceptional client support and assist Financial Advisors with various administrative tasks. The ideal candidate should possess strong interpersonal skills and relevant industry experience, including a bilingual proficiency in Spanish and English
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.
Through regular interactions with clients, individuals in this role build trusted relationships.
At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
Matching Summary
Match Score: 85
Morgan Stanley UK is seeking a bilingual Registered Client Service Associate to provide exceptional client support and assist Financial Advisors with various administrative tasks. The ideal candidate should possess strong interpersonal skills and relevant industry experience, including a bilingual proficiency in Spanish and English.
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Onboarding and maintaining client accounts
Digital tools enrollment
Inbound and outbound calls
Nice-to-have
Client first mindset
Trusted relationships
Collaborate with others
Fast-paced environment
Key Requirements
Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)