Portuguese-Speaking Client Service Associate
Morgan Stanley
Morgan Stanley is seeking a Registered Client Service Associate in Miami to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. You will build trusted client relationships, assist with money movements, account on-boarding, digital tool enrollment, and ensure accurate, timely clerical support across the team. This role requires strong communication, organization, and teamwork in a dynamic environment. #J-18808-Ljbffr Morgan Stanley
Vacancy posted 1 day ago
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$70k - $100k
Base pay range $70,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude...Full timeLocal area- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Work at officeLocal area
- ...life while advancing your career. This opportunity emphasizes autonomy, growth, and the ability to contribute to a supportive client service team. You’ll focus on delivering exceptional customer experiences, lead and inspire teams, and participate in mentorship programs...Remote jobWork from homeFlexible hours
- Morgan Stanley is seeking an International Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. The role involves maintaining client relationships, processing transactions, and guiding...
- Morgan Stanley is seeking a senior client service professional to provide coverage for advisory teams, cultivate relationships, and deliver exceptional client experiences. The role includes supporting the FA/PWA/team in meeting client service objectives and maintaining...
- Morgan Stanley International Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors daily. They cultivate client relationships, process money movements, and handle administrative tasks in a fast...
- Raymond James in the United States is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their prospective and current clients, and branch staff. The role demands strong communication across phone, email, in-person, and virtual channels...
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Jobot
Miami, FL1 day ago $81.6k - $122.4k
The Client Tax Service Officer is a seasoned professional role, that will play a key leading... ...any function gaps, highlight associated risks and implement solutions Produce... ...requirements preferred English and Portuguese/Spanish speaking ability a plus Education Bachelor...Portuguese language skillsFull time- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Portuguese language skillsFull timeSeasonal workWork at officeWork from homeShift workDay shift
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- ...Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial Advisor... ...Microsoft Office Suite • Fluent in Spanish and English (Portuguese a plus) About us UBS is a leading and truly global...Portuguese language skillsWork at officeFlexible hours
UBS
Coral Gables, FL5 days ago - ...Your role We re looking for a Registered Client Service Associate to: Conduct order entry functions supporting the Financial Advisor We re looking... ...in Microsoft Office Suite Fluent in Spanish and English (Portuguese a plus) About Us UBS is a leading and truly global wealth...Portuguese language skillsFull timeWork at officeFlexible hours
UBS
Coral Gables, FL2 days ago
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