Posted 9 days ago
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**Receptionist - Bilingual/Spanish or Trilingual (Spanish/Portuguese/English) for Financial Services**: First-line contact greeter for visitors and callers, guiding clients, and transferring calls. Duties include maintaining call logs, handling inquiries, and assisting with operations tasks. Requires professional call etiquette, Microsoft Office skills, and fluency in Spanish/English, with preference for additional Portuguese. High school diploma equivalent preferred. Gain Wealth Management knowledge, with opportunities for career growth. Reports to Service Manager.
- Compensation
- Not specified
- City
- Not specified
- Country
- Not specified
Currency: Not specified
Full Job Description
POSITION SUMMARY:
Receptionists are the first point of contact for clients and others visiting the branch or calling into the branch. The Receptionist must be able to answer general questions and direct clients to the appropriate party when needed. In this role, you will also have the opportunity to expand your knowledge of the firms Wealth Management business as you build your career in the organization.
DUTIES and RESPONSIBILITIES:
- Greet clients and visitors to the office with warmth and professionalism, guiding them to the proper personnel
- Answer incoming calls in cordial, professional and timely manner, transferring calls to appropriate individuals
- Maintain call logs and take accurate, thorough messages that are received
- Handle general inquiries, following the firms policies and procedures
- Perform other responsibilities as directed by the Complex / Branch Manager such as filing, restocking and ordering branch supplies, maintaining office pantry, facilities support, scheduling branch meetings, etc.
- Provide coverage/support for various operations functions if/as needed such as mail services and document and deposit scanning
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
- High school diploma or equivalent preferred
Knowledge/Skills
- Professional call etiquette
- Knowledge of telephone equipment is preferred
- Basic computer skills, including Microsoft Office products
- Ability to communicate with colleagues and clients
- Dedication to customer service
- Ability to work in a fast-paced, evolving environment
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Reports to:
- Service Manager
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 thats differentiated and weve 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 - arent 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, youll 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. Theres 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.
