Tilson Rodriguez

About Tilson Rodriguez

Client-centered business leader, relationship developer, and executive level professional…

Experience

1. Senior Registered Client Service Associate

   Morgan Stanley

   May 2024 — Present · Fort Lauderdale, FL, US

   Registered Client Service Associates (CSAs) help modernize the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains currentIdentify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley MobileOnboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examplesSupport the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminarsActively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training callsPerform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenanceRegularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Education

• Florida International University

  Bachelor of Science (BS), Broadcast Journalism

  2024

Skills

• Credit Risk
• Finance
• Background Checks
• Onboarding
• Microsoft Excel
• Peoplesoft
• Customer Service
• Interviews
• New Hire Orientations
• Temporary Staffing
• Payroll
• Financial Analysis
• Human Resources
• Employee Relations
• Microsoft Office
• Sales
• Applicant Tracking Systems
• Consumer Lending
• Retail Banking
• Employee Engagement
• Credit
• Personnel Management
• Office Management
• Temporary Placement
• Recruiting
• Taleo
• Loan Origination
• Leadership
• Hiring
• Cross Selling
• Performance Management
• Employee Training
• Banking
• Residential Mortgages
• Management
• Talent Management
• Microsoft Applications