Registered Client Service Associate - Bilingual Spanish/English
Core
Modernize client experience and support business growth by managing client relationships, processing requests, and delivering financial services solutions.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts, financial plans, and client reports for Morgan Stanley clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Bilingual Spanish/English, Series 7, Series 66/63/65, financial products knowledge, Microsoft Office, client relationship management, risk assessment, account onboarding
Preferred skills
2+ years industry experience, college degree
Technologies
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
Responsibilities
Cultivate and enhance new and existing client relationships, process client requests and authenticate clients, onboard and maintain client accounts, input orders and discuss reinvestment options, prepare financial plans and client reports, support marketing strategy and client events, perform administrative duties supporting Financial Advisors