Morgan Stanley
Private Wealth Management International Registered Client Service Associate - Bilingual: Portuguese/English
Miami, Florida · On-site · Full-time · Posted Sep 8, 2026
- Experience
- Two or more years of industry experience preferred.
- 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
Supports international private wealth clients and financial advisor teams with account servicing, transactions, onboarding, and administrative coordination in Portuguese and English.
What you'll do
- Provide client service, handle money movement and order-entry requests, answer account questions, and support client onboarding and account maintenance.
- Help clients use digital tools and support advisor teams’ client relationship, marketing, and business-plan activities.
- Coordinate calls, calendars, meetings, travel, expenses, and general office administration.
What they ask for
- Fluent in Portuguese.
- High School Diploma/Equivalency.
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products and advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Nice to have
- College degree.
- Two or more years of industry experience.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative