Morgan Stanley
Private Wealth Management Registered Client Service Associate - Bilingual: Spanish/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
Provides bilingual Spanish-English client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, transactions, onboarding, and client communications.
What you'll do
- Support client relationships and handle account servicing, money movement, account onboarding, documentation, and order entry as directed.
- Answer client calls and questions, provide account information, and help clients use digital tools.
- Provide administrative support, including calendar coordination, meeting logistics, travel itineraries, expense reports, and office tasks.
What they ask for
- Fluent in Spanish.
- 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.
Nice to have
- College degree.
- Two or more years of industry experience.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
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