Miami, Florida, United States · On-site
POSITION SUMMARY International 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 reg…
Skills: Spanish Proficiency, Client Service, Financial Product Knowledge, Microsoft Office, Time Management
Miami, Florida, United States · On-site
$19/hr–$21/hr
ABOUT THE ROLE Location: Miami Design District store Status: Full Time Compensation: $19.00-$21.00/hr + Commission(s) + Tip(s) ABOUT THE ROLE Position Summary: The Kith - Treats Shift Supervisor assists the Shop Manager …
Skills: Customer Service, Team Leadership, Store Operations, Merchandising, Business Math
Coral Gables, Florida, United States · On-site
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Skills: Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving
Miami, Florida, United States · Hybrid
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Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Miami, Florida, United States · On-site
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Skills: Patient Access Management, Revenue Cycle Operations, Staff Supervision, Patient Flow Monitoring, Insurance Verification
Miami, Florida, United States · On-site
With over 58 stores and the largest avocational cooking program in the US, Sur La Table offers an unsurpassed selection of exclusive and premium-quality goods for the kitchen and table – and the culinary expertise and in…
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Miami, Florida, United States · On-site
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Skills: Customer Service, Table Setting, Beverage Refilling, Cleaning, Multitasking
Miami, Florida, United States · On-site
$22/hr–$25/hr
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Skills: Forklift Operation, Inventory Management, Shipping and Receiving, Microsoft Office Suite, Customer Service
Miami, Florida, United States · On-site
With over 58 stores and the largest avocational cooking program in the US, Sur La Table offers an unsurpassed selection of exclusive and premium-quality goods for the kitchen and table – and the culinary expertise and in…
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Miami, Florida, United States · On-site
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Skills: Customer Service, Patient Scheduling, Insurance Verification, Medical Billing, EMR Systems
Miami, Florida, United States · On-site
As an affiliate of the Leavitt Group, FBMC is seeking to add new talent to its team at their client location, Jackson Health Systems, in Miami FL. For over 40 years, FBMC’s mission has been to provide all employees with …
Skills: Benefits Education, Customer Service, Consultative Selling, Communication Skills, Problem Solving
Miami, Florida, United States · On-site
Store Delivery Driver Are you a dependable driver who loves being on the road and enjoys working with customers? NAPA is hiring Delivery Drivers to deliver automotive parts across the metropolitan area. Join a trusted Fo…
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Miami, Florida, United States · Remote OK
Payabli is a next-generation Payments Infrastructure and Monetization Platform purpose-built for vertical software companies. Through a single, developer-friendly API with low-code embedded payment components, Payabli en…
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Miami, Florida, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Banking, Client Loyalty, Customer Experience, Customer Service
Miami, Florida, United States · On-site
$17/hr–$27/hr
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Skills: Prescription Fulfillment, Patient Care, Inventory Management, Immunization Support, Customer Service
Miami, Florida, United States · On-site
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Skills: Audiometric Testing, Hearing Aid Fitting, Patient Counseling, Tympanometry, Otoacoustic Emissions
Miami, Florida, United States · On-site
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Skills: Retail Management, Personal Selling, Coaching, Inventory Control, Customer Relationship Management
Miami, Florida, United States · On-site
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Skills: Safe Driving, Customer Service, Inventory Management, Upselling, Cross-selling
Miami, Florida, United States · On-site
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Skills: Customer Service, Office Procedures, Record Maintenance, Oral Communication, Written Communication
Miami, Florida, United States · On-site
$17/hr–$19/hr
ABOUT THE ROLE Location: Miami Design District store Status: Full Time Compensation: $17.00-$19.00/hr + Commission(s)* & Tip eligibility Position Summary: The Kith - Treats Counter Associate is the face of the Kith Treat…
Skills: Customer Service, Plating & Presentation, Inventory Management, Cash Handling, Business Math
Miami, Florida, United States • On-site
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Provide exceptional service and administrative support to Financial Advisors and Private Wealth Advisors by managing client relationships and account documentation. Handle money movement, client onboarding, and general office logistics including calendar and travel management.
Requires a High School Diploma and active Series 7 and Series 66 (or 63 and 65) licenses, with a college degree preferred. Candidates should be proficient in Spanish and have a preference for two or more years of industry experience, specifically supporting international business.
International 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.
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)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
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 Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
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:
High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
Previous experience supporting international business preferred, including dealing with international clients, and exposure to international documentation requirements
Experience with preparing and booking foreign business trips and client meetings
Proficiency in Spanish to meet team/client needs
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
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
Business Service Manager
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.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
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