Bilingual Global Client Service Associate

711 MS Smith Barney, LLC; Miami (FL); On-site; USD 40,000 - 64,000; Full time

Job summary

Morgan Stanley in Miami seeks a Client Service Associate to provide exceptional client support to Financial Advisors and Private Wealth Advisors, building trusted relationships. You will assist with day-to-day banking tasks, account inquiries, and onboarding while promoting digital tools and staying current with firm policies.

The role emphasizes strong interpersonal skills, detail orientation, and the ability to navigate a fast-paced environment in a bilingual setting.

Qualifications

• High School Diploma or equivalent required.
• Two or more years of industry experience preferred.
• Knowledge of BSA/AML regulations within financial services preferred.
• College degree preferred; willingness to obtain securities licenses is a plus.
• Bilingual Spanish and English proficiency encouraged.

Responsibilities

• Support Financial Advisors and teams to cultivate client relationships.
• Execute money movement transactions per client or FA/PWA requests.
• Answer general non-investment questions and relay account balances and positions.
• Enter profile information and pre-fill documents under guidance.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Assist with marketing efforts and achieving business plans and client service models.
• Stay current on firm policies, procedures and new platforms.
• Handle administrative duties including calendar management and travel logistics.

Skills

Bilingual Spanish

Detail oriented

MS Office

Interpersonal skills

Time management

Writing skills

Team player

Adaptable

Client service

Education

High School Diploma

College degree preferred

Two+ years industry experience

Knowledge of BSA/AML regulations

Tools

MS Office

Job description

Morgan Stanley in Miami seeks a Client Service Associate to provide exceptional client support to Financial Advisors and Private Wealth Advisors, building trusted relationships. You will assist with day-to-day banking tasks, account inquiries, and onboarding while promoting digital tools and staying current with firm policies.

The role emphasizes strong interpersonal skills, detail orientation, and the ability to navigate a fast-paced environment in a bilingual setting.