Top 14 Registered client associate Jobs in Key Biscayne, Fl

Registered Client Service Associate - Bilingual Spanish/English
Morgan Stanley —Coral Gables, FL
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
Client Service Associate
Stifel —Miami Beach, FL
- Full-time
- Word processing
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Registered Client Service Associate
Banco de Credito e Inversiones —Miami, FL
- Weekends as needed
- Microsoft Word
- 5 years
- Computer literacy
Quick Apply
23h
Financial Advisor, Fast Track to Management - Career Transition
New York Life —Miami, FL
- $60,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Business development
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply
Registered Private Wealth Client Associate - Bilingual Spanish Preferred
Bank of America —Miami, FL
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
Senior Registered Client Service Associate (Hallandale Beach, FL)
Raymond James Financial, Inc. —Hallandale Beach, FL
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Health insurance
Private Wealth Management Associate - CPA
Morgan Stanley —Coral Gables, FL
- Email
- CPA
- 5 years
- Computer literacy
Wealth Management Sales Associate
Jefferies & Company, Inc. —Miami, FL
- $75,000 - $100,000 a year
- Full-time
- Spanish
- Computer literacy
- Research
Registered Wealth Management Client Associate - Bilingual Spanish Preferred
Bank of America —Coral Gables, FL
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
Private Wealth Management Wealth Management Analyst
Morgan Stanley —Miami, FL
- Email
- Computer literacy
- Writing skills
- Mid-level
Sr. Commercial Associate
Larch Capital Partners LLC —Miami, FL
- Full-time
- 6 years
- Finance
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply

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Registered Client Service Associate - Bilingual Spanish/English
Morgan Stanley —Coral Gables, FL
Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed). Industry experience is a plus.
Finance and Insurance Manager ( Management Program - 1 yrs Exp Req)
New York Life Insurance Company —Sunrise, FL
In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field…
$60,000 - $280,000 a year
Quick Apply

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Financial Advisor - PNC Wealth Management
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In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
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Thrivent —Columbus, OH
Associates can be fully licensed, securities licensed, or insurance licensed. The sponsoring financial advisor helps our members analyze their current situation…
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Registered Client Service Associate - Bilingual Spanish/English

Morgan Stanley -
Coral Gables, FL

Apply Now

Job Details

Full-time

Qualifications

Website maintenance
Spanish
Investment advisory support
Website management
Financial services customer support
Microsoft Excel
Customer relationship building
Microsoft Outlook
Business travel arrangements
Account maintenance
Writing skills
Zoom
Bank transfers
Filing
Money transfers
Client file management
Team scheduling
English
Scanning
High school diploma or GED
Managing clients in a customer support role
Digitization
Documentation tools
Expense reports
Managing clients in a finance role
Task prioritization
Client services
Investment account customer support
Organizational skills
Assisting with digital banking services

Full Job Description

POSITION SUMMARY

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. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA
Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
Assist FAs/PWAs/teams in delivering against their business plan and client service model
Remaining current on all policies, procedures and new platforms
Participating in firm initiatives (e.g., training or education programs) , special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

Education and/or Experience

Bilingual Spanish/English
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven

Reports to

Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

registered client associate jobs in key biscayne, fl

Registered Client Service Associate - Bilingual Spanish/English

Client Service Associate

Registered Client Service Associate

Financial Advisor, Fast Track to Management - Career Transition

Registered Private Wealth Client Associate - Bilingual Spanish Preferred

Senior Registered Client Service Associate (Hallandale Beach, FL)

Private Wealth Management Associate - CPA

Wealth Management Sales Associate

Registered Wealth Management Client Associate - Bilingual Spanish Preferred

Private Wealth Management Wealth Management Analyst

Sr. Commercial Associate

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