Private Wealth Management International Client Service Associate - Bilingual: Spanish/English

Morgan Stanley•Miami, FL

About The Position

The International Client Service Associate provides exceptional service to clients and daily support to Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams. Through regular client interactions, the associate builds trusted relationships and assists with clients’ everyday needs using a client-first approach. The role supports money movement, account inquiries and documentation, digital tools, team business plans, marketing activities, and administrative operations. The position requires bilingual Spanish and English skills, as indicated in the job title.

Requirements

High school diploma or equivalent.
Willingness to obtain Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
Strong computer skills and knowledge of Microsoft Office products.
Exceptional writing, interpersonal, and client service skills.
Detail-oriented, with superior organizational skills and the ability to prioritize tasks.
Ability to collaborate with others as a team player.
Ability to work in a fast-paced, evolving environment.
Goal-oriented, self-motivated, and results-driven.
Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.
Bilingual Spanish and English, as specified in the job title.

Nice To Haves

College degree preferred.
Industry experience is a plus.

Responsibilities

Support Financial Advisors, Private Wealth Advisors, and their teams in cultivating and enhancing new and existing client relationships.
Execute money movement transactions at the request of clients and/or advisors.
Answer general non-investment-related account questions, including relaying stock positions and account balances such as funds due and margin debit.
Enter profile information or pre-fill client account documentation in a clerical capacity at the direction of clients and/or advisors.
Educate clients about or enroll them in digital tools, including MSOnline, eSign, and eAuthorization.
Support the team’s marketing strategy, including website maintenance and maintaining marketing materials on digital and social media platforms.
Assist advisors and teams in delivering their business plan and client service model.
Plan client events and seminars.
Remain current on firm policies, procedures, and platforms; participate in training and education programs, firm initiatives, and special projects as directed by local management.
Attend scheduled targeted or monthly field service professional and/or training calls.
Perform administrative duties, including telephone coverage, business travel arrangements, coordination of client meetings, preparation of travel and expense reports, and file and calendar maintenance.
Partner with Financial Advisors in developing a business plan and delivering a client service model.
Proactively participate in firm initiatives directed by local management.
Use firm resources to support peer sharing and collaboration with Financial Advisors.