International Client Service Associate - Bilingual English/Spanish

711 MS Smith Barney, LLC; Miami (FL); Vor Ort; USD 40.000 - 64.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Bilingual Spanish

Detail oriented

MS Office

Interpersonal skills

Time management

Writing skills

Team player

Adaptable

Client service

Ausbildung

High School Diploma

College degree preferred

Two+ years industry experience

Knowledge of BSA/AML regulations

Tools

MS Office

Jobbeschreibung

POSITION SUMMARY

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES

Client Support:

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
• Assist FAs/PWAs/teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Administrative Support:

• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA

Education/Experience:

• High School Diploma/Equivalency
• Two or more years of industry experience preferred
• Experience with BSA/AML Regulations within the financial services industry preferred
• Experience focused on examining potential clients’ source of wealth during the client onboarding process preferred
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills:

• Bilingual Spanish & English
• Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven

Reports to: Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.

Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.

What We Do