Private Wealth Management Registered Client Service Associate - Bilingual: Spanish/English

PowerToFly; Miami (FL); On-site; USD 45,000 - 55,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Miami, Florida. This role focuses on supporting Financial Advisors and providing exceptional service to clients, building trusted relationships.

The ideal candidate has a High School Diploma, industry experience, and Series 7 and Series 66 licenses. Responsibilities include client support, executing transactions, and managing administrative tasks to enhance client relationships.

Qualifications

• Two or more years of industry experience preferred.
• Knowledge of financial services products like equities and bonds.
• Ability to work in a fast-paced, evolving environment.

Responsibilities

• Support FA/PWA/team in client relationships.
• Execute money movement transactions as requested.
• Educate clients in digital tools like MSOnline.

Skills

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Strong time-management skills

Client service skills

Team player

Education

High School Diploma/Equivalency (College degree preferred)

Active Series 7 and Series 66 or Series 63 and Series 65 licenses

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Registered 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 and maintain a client‑first mindset.

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/team
• Answering general non‑investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Entering profile information or pre‑filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
• Educating or enrolling clients in digital tools (e.g., MSOnline, eSign, eAuthorization)
• Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
• Providing existing clients with details around their account information (e.g., investment objectives, risk tolerance)
• Accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity at the direction of the FA/PWA/team
• Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
• Assisting 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 with updates on service requests (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

Qualifications and Skills

• High School Diploma/Equivalency (College degree preferred)
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Detail oriented with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook, 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 able to multitask
• Goal oriented, self‑motivated and results driven

Reporting

Reports to: Business Service Officer

Equal Employment Opportunity Statement

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 the Morgan Stanley Equal Employment Opportunity page.