Private Wealth Management Client Service Associate - Proficiency: Mandarin
Morgan Stanley UK
Base: $34,320 to $90,000 py; bonus/equity: commiss...
Proficiency in mandarin language
Strong interpersonal and client service skills
Ability to process money movement transactions
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis by building trusted relationships
Job Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis by building trusted relationships.
The role involves processing client requests, onboarding accounts, preparing financial plans, and assisting with estate needs while maintaining current documentation.
Morgan Stanley offers comprehensive employee benefits, opportunities for professional development, and a diverse, inclusive work environment supporting over 80,000 employees globally.
Matching Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis by building trusted relationships.
Salary
Base: $34,320 to $90,000 per year; Bonus/Equity: Commission earnings, incentive compensation, and discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks included
Skills & Requirements
Must-have
Proficiency in Mandarin language
Strong interpersonal and client service skills
Ability to process money movement transactions
Knowledge of Microsoft Office products
Willingness to obtain Series 7 and Series 66/63 licenses