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 and Series 66/63/65 licenses, financial products knowledge (equities, bonds, options, mutual funds, annuities, insurance), Microsoft Office proficiency
Preferred skills
2+ years industry experience, college degree
Technologies
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
Responsibilities
Cultivate and enhance client relationships; onboard and maintain client accounts; process money movement transactions and input orders; prepare financial plans and client reports; support marketing strategy and client events; perform administrative duties supporting Financial Advisors
Seniority
Individual Contributor, entry to mid-level