Morgan Stanley
Registered Client Service Associate - Bilingual Spanish/English
Aventura, Florida · On-site · Full-time · Posted Oct 15, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Supports Financial Advisors by servicing Spanish- and English-speaking clients, maintaining accounts, processing requests, and assisting with business development and administrative work.
What you'll do
- Manage client relationships and requests, including account onboarding and maintenance, money movement, and resolving inquiries.
- Support Financial Advisors with client materials, account alerts, business planning, marketing, and administrative duties.
- Identify relevant firm services and solutions, and help clients use banking and digital offerings.
What they ask for
- Bilingual Spanish/English.
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- High School Diploma/Equivalency.
- Strong industry, product, and branch procedures knowledge; strong computer skills and knowledge of Microsoft Office products.
Nice to have
- Two or more years of industry experience.
- College degree.
Tools
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Model-written summary · the original posting is authoritative