Senior Registered Client Service Associate - Bilingual English/mandarin

Morgan Stanley

CA, United States
Base: $34,320k - $90k; bonus/equity: not specified...
On-site
Client relationship management
Money movement transactions
Digital tool enrollment
Morgan Stanley is seeking a Senior Registered Client Service Associate who is bilingual in English and Mandarin. The ideal candidate will provide exceptional client service and administrative support to Financial Advisors, leveraging strong interpersonal skills and industry experience

Job Summary

  • Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs) on a daily basis.
  • Assist FAs in delivering against their business plan and client service model, while remaining current on all policies, procedures, and new platforms.
  • At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.

Matching Summary

Match Score: 85

Morgan Stanley is seeking a Senior Registered Client Service Associate who is bilingual in English and Mandarin. The ideal candidate will provide exceptional client service and administrative support to Financial Advisors, leveraging strong interpersonal skills and industry experience.

Salary

Base: $34,320k - $90k; Bonus/Equity: Not specified; Benefits: Included in total compensation package

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Digital tool enrollment
  • Account onboarding and maintenance
  • Inbound and outbound calls
  • Calendar and travel management

Nice-to-have

  • Client first mindset
  • Fast-paced evolving environment
  • Goal oriented self-motivated

Key Requirements

  • Active Series 7 and Series 66 or Series 63 and Series 65
  • At least 5 years of industry experience
  • Bilingual English/Mandarin proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter