International Client Service Associate - Bilingual: Spanish/english
Morstan
Exceptional client service skills
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 client interactions
Job Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Duties include supporting client relationships, executing money movement, answering account questions, assisting with digital tools, and managing administrative tasks like calendars and travel.
Morgan Stanley offers an opportunity to work alongside the best and brightest in an environment where employees are supported and empowered, with attractive and comprehensive employee benefits.
Matching Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Skills & Requirements
Must-have
Exceptional client service skills
Bilingual Spanish/English fluency
Money movement transactions
Digital tools enrollment
Inbound/outbound calls
Nice-to-have
Client first mindset
Superior organizational skills
Team player
Adaptable and multi-tasking ability
Goal oriented and self-motivated
Key Requirements
Spanish fluency
High School Diploma/Equivalency
Willingness to obtain Series 7, 66 or 63/65 licenses