Senior Registered Client Service Associate - Bilingual English/mandarin

Morgan Stanley

Base: $34,320 to $90,000 py; bonus/equity: commiss...
Active series 7 and series 66 or 63/65 licenses
Bilingual english and mandarin proficiency
Minimum 5 years financial services experience
Senior Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis

Job Summary

  • Senior Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
  • The role involves executing money movement transactions, managing client accounts, and educating clients on digital tools.
  • Morgan Stanley offers comprehensive employee benefits, perks, and ample opportunity for career advancement within a diverse global workforce.

Matching Summary

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

Salary

Base: $34,320 to $90,000 per year; Bonus/Equity: Commission, incentive compensation, and discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks included

Skills & Requirements

Must-have

  • Active Series 7 and Series 66 or 63/65 licenses
  • Bilingual English and Mandarin proficiency
  • Minimum 5 years financial services experience
  • Strong interpersonal and client service skills
  • Advanced Microsoft Office application skills

Nice-to-have

  • College degree preferred over high school diploma
  • Demonstrated strong performance in current role
  • Ability to work in fast-paced evolving environment
  • Goal oriented and self-motivated team player
  • Experience with digital tools like MSOnline

Key Requirements

  • High School Diploma required; College degree preferred
  • Active Series 7 license mandatory
  • Series 66 or Series 63/65 license combination required
  • At least 5 years of industry experience required

Work Rights

Not specified

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