Morgan Stanley
Job Posting Title Client Service Associate (Bilingual English/Spanish)
$35K–$90K
New York, New York · On-site · Full-time · Posted Oct 13, 2026
- Education
- High School Diploma/Equivalency; college degree preferred.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Provides bilingual client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including handling routine account needs and coordinating office operations.
What you'll do
- Support client relationships by processing money movement requests, answering general non-investment account questions, and assisting with account documentation and digital tools.
- Handle calls, calendars, meeting logistics, travel itineraries, expense reports, and general office support.
- Support team business plans and marketing efforts, and stay current on firm policies, procedures, and platforms.
What they ask for
- High School Diploma/Equivalency
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
- Strong organizational, prioritization, writing, interpersonal, and client service skills
Nice to have
- College degree
- Industry experience
Pay
$35,360 and $90,000 per year (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Model-written summary · the original posting is authoritative