International Registered Client Service Associate - Trilingual English/portuguese/spanish
Morgan Stanley UK
Miami, United States
Client relationship management
Money movement transactions
Account onboarding and maintenance
International Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships
Job Summary
International Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships.
Responsibilities include executing money movement transactions, answering non-investment related questions, onboarding and maintaining client accounts, and educating clients on digital tools.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for growth and attractive employee benefits.
Matching Summary
International Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Account onboarding and maintenance
Digital tools enrollment
Inbound and outbound calls
Nice-to-have
Client first mindset
Collaborative team environment
Adaptable and multitasking ability
Goal-oriented and self-motivated
Key Requirements
Trilingual English/Portuguese/Spanish
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)