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Receptionist - Bilingual Spanish/English or Trilingual Spanish/Portuguese/English

Morgan Stanley · Miami

About this role

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 firm’s 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 firm’s 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 MINIMUM QUALIFICATIONS 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 that’s differentiated – and we’ve done that for 90 years.

Apply for this role on Morgan Stanley’s official careers site.

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