International Registered Client Service Associate - Bilingual Spanish/english
Morstan
Exceptional client service skills
Bilingual spanish/english fluency
Financial services product knowledge
Registered 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
Registered 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 executing money movement transactions, answering non-investment related questions, onboarding and maintaining client accounts, and educating clients on digital tools.
Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity to advance within the business for those who show passion and grit.
Matching Summary
Registered 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
Financial services product knowledge
Microsoft Office Suite proficiency
Nice-to-have
Client-first mindset
Team player
Adaptable to fast-paced environment
Goal-oriented and self-motivated
Key Requirements
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)