Registered Client Service Associate - Bilingual English/mandarin

Morgan Stanley UK

Boston, United States
Base: $31,200 - $90,000 py; bonus/equity: not spec...
Client relationship management
Money movement transactions
Account onboarding and maintenance
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
  • The role involves executing money movement transactions, answering client account questions, and onboarding/maintaining client accounts.
  • Morgan Stanley is committed to maintaining first-class service and high standards of excellence, offering attractive employee benefits and opportunities for growth.

Matching Summary

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.

Salary

Base: $31,200 - $90,000 per year; Bonus/Equity: Not specified; Benefits: Attractive and comprehensive employee benefits

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Account onboarding and maintenance
  • Digital tools enrollment
  • Bilingual English/Mandarin communication

Nice-to-have

  • Client-first mindset
  • Fast-paced environment adaptability
  • Collaborative team player
  • Goal-oriented and self-motivated

Key Requirements

  • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience
  • High School Diploma/Equivalency
  • Bilingual in English and Mandarin

Work Rights

Not specified

Tailored Resume

Cover Letter