Client Experience Associate – Financial Services

Morgan Stanley; Vero Beach (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

Morgan Stanley is looking for a Registered Client Service Associate located in Vero Beach, Florida. This role is integral to modernizing the client experience, requiring excellent communication skills to cultivate relationships and assist clients with their financial needs.

The ideal candidate will be bilingual in English and Spanish, possess a Series 7 license, and have at least two years of relevant experience along with strong organizational skills and knowledge of financial services products.

Qualifications

• Bilingual in English and Spanish is essential for client engagement.
• Series 7 and Series 66 certifications are crucial.
• Experience of two or more years in the financial service industry is preferred.

Responsibilities

• Enhance client relationships through active communication and support.
• Onboard and maintain client accounts efficiently.
• Collaborate with Financial Advisors to propose solutions for clients' needs.
• Coordinate marketing strategies and client events.

Skills

Bilingual English/Spanish

Exceptional writing skills

Interpersonal skills

Detail-oriented

Strong organizational skills

Team player

Computer skills

Knowledge of financial services products

Education

High School Diploma/Equivalency

Active Series 7, 63, 65, or 66

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is looking for a Registered Client Service Associate located in Vero Beach, Florida. This role is integral to modernizing the client experience, requiring excellent communication skills to cultivate relationships and assist clients with their financial needs.

The ideal candidate will be bilingual in English and Spanish, possess a Series 7 license, and have at least two years of relevant experience along with strong organizational skills and knowledge of financial services products.