Global Private Wealth Client Service Associate

PowerToFly; Miami (FL); On-site; USD 45,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking an International Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. The role involves maintaining client relationships, processing transactions, and guiding clients through digital tools while staying current with policies and procedures.

Education includes a high school diploma with preference for college, plus relevant securities licenses and 2+ years of experience, ideally with

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active securities licenses: Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred, with international client exposure.
• Fluency in Spanish to support team/client needs.
• Strong knowledge of financial products including equities, bonds, options, funds, annuities, insurance.

Responsibilities

• Provide service coverage for a FA/PWA/team, supporting client relationships and account needs.
• Execute money movement transactions per client/FA/PWA requests.
• Answer general non-investment questions and relay account balances and positions.
• Enter client profile data and pre-fill documentation in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting required documentation.
• Provide clients with details on investment objectives and risk tolerance.
• Assist with marketing efforts and website maintenance.
• Stay current on policies, procedures and new platforms.
• Participate in training, projects and other duties from local management.

Skills

Spanish proficiency

Financial products knowledge

Microsoft Office

Excellent writing

Interpersonal skills

Time management

Team player

Multi-tasking

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7/66/63/65 licenses

2+ years industry experience

Experience supporting international clients

Tools

MS Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking an International Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. The role involves maintaining client relationships, processing transactions, and guiding clients through digital tools while staying current with policies and procedures.

Education includes a high school diploma with preference for college, plus relevant securities licenses and 2+ years of experience, ideally with