Senior Registered Client Service Associate - Bilingual English/mandarin
Morgan Stanley
CA, United States
Base: $34,320k - $90k; bonus/equity: not specified...
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Client relationship management
Money movement transactions
Onboarding and maintaining client accounts
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Morgan Stanley is seeking a Senior Registered Client Service Associate who is bilingual in English and Mandarin. The role involves providing exceptional client service and administrative support to Financial Advisors, with a focus on building trusted client relationships.
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Job Summary
Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs) on a daily basis.
Key responsibilities include client support such as executing money movement transactions, answering non-investment related questions, onboarding client accounts, and educating clients on digital tools.
The role also involves administrative support including managing calendars, preparing expense reports, and handling inbound/outbound calls.
Matching Summary
Match Score: 75
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Morgan Stanley is seeking a Senior Registered Client Service Associate who is bilingual in English and Mandarin. The role involves providing exceptional client service and administrative support to Financial Advisors, with a focus on building trusted client relationships.
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Salary
Base: $34,320k - $90k; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Onboarding and maintaining client accounts
Digital tools enrollment
Calendar management
Expense report preparation
Nice-to-have
Client first mindset
Strong interpersonal skills
Goal oriented and self-motivated
Adaptable and multitasking ability
Key Requirements
Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)