Registered Client Service Associate Bilingual: Spanish/English****

Morgan Stanley; New York (NY); On-site; USD 35,000 - 85,000; Full time

Job summary

An established industry player is seeking a Registered Client Service Associate who is bilingual in Spanish and English. In this role, you will provide exceptional service and support to Financial Advisors and clients, fostering trusted relationships. Your responsibilities will include managing client inquiries, executing transactions, and assisting with onboarding processes. This position offers a comprehensive compensation package, including a competitive salary, bonuses, and attractive benefits. Join a company committed to excellence and diversity, where your contributions will make a significant impact in a fast-paced environment.

Qualifications

• Bilingual in Spanish and English with strong client service skills.
• Two or more years of industry experience preferred.

Responsibilities

• Support Financial Advisors in managing client relationships.
• Execute transactions and answer client inquiries.
• Assist with onboarding and maintaining client accounts.

Skills

Bilingual Spanish and English

Knowledge of financial products

Detail-oriented

Advanced Microsoft Office skills

Exceptional communication skills

Strong time management

Multitasking

Adaptability

Team player

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7, 66, or 63 and 65 licenses

Tools

Microsoft Office

Job description

Join to apply for the Registered Client Service Associate Bilingual: Spanish/English role at Morgan Stanley.

2 weeks ago Be among the first 25 applicants

Position Summary

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. Leading with a client-first mindset, a successful candidate 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/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 and solicited orders in a clerical capacity at the direction of the FA/PWA/team
• Supporting the FAs/PWAs/teams’ marketing strategies (e.g., website maintenance)
• Assisting FAs/PWAs/teams in delivering their business and client service plans
• Remaining current on policies, procedures, and new platforms
• Participating in firm initiatives, training, education programs, and special projects

Administrative Support

• Answering inbound and making outbound calls regarding service requests, scheduling follow-ups
• Managing calendars, coordinating meetings and events with logistics such as material prep
• Maintaining travel itineraries, preparing expense reports, managing reimbursements
• Assisting with office support functions like copying, filing, scanning
• Preparing and submitting expense reports as directed

Qualifications - External

Education and/or Experience

• Bilingual Spanish and English
• High School Diploma/Equivalency
• College degree preferred
• Active Series 7 (GS), Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred

Knowledge/Skills

• Knowledge of financial products (equities, bonds, options, mutual funds, etc.)
• Detail-oriented with strong organizational skills
• Advanced Microsoft Office skills
• Exceptional communication and client service skills
• Strong time management, multitasking, and adaptability
• Team player with collaborative skills
• Ability to work in a fast-paced environment

Reports To

• Business Service Officer

What You Can Expect From Morgan Stanley

We are committed to excellence and diversity, offering a supportive environment with attractive benefits. Our values guide us to put clients first, do the right thing, lead with ideas, and give back. We offer a comprehensive compensation package, including base salary, bonuses, and benefits, with pay rates between $35,000 and $85,000, determined individually.

We aim to build a diverse workforce reflecting our standards of integrity and excellence, and are an equal opportunity employer.