Private Wealth Management Client Service Associate - Proficiency: Mandarin
Morgan Stanley UK
San Francisco, United States
Base: $34,320 - $90,000; bonus/equity: not specifi...
Exceptional client service
Process client requests
Onboard and maintain client accounts
Client Service Associates provide exceptional service to our clients and support Financial Advisors on a daily basis
Job Summary
Client Service Associates provide exceptional service to our clients and support Financial Advisors on a daily basis.
Partner with Financial Advisors in developing a business plan and delivering against a client service model.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
Matching Summary
Client Service Associates provide exceptional service to our clients and support Financial Advisors on a daily basis.
Salary
Base: $34,320 - $90,000; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Exceptional client service
Process client requests
Onboard and maintain client accounts
Input orders at direction of clients
Prepare financial plans and reports
Mandarin language proficiency
Nice-to-have
Cultivate and enhance client relationships
Support marketing strategy
Proactively participate in firm initiatives
Collaborate with Financial Advisors
Key Requirements
Willingness to obtain Series 7, Series 66 or Series 63 and Series 65
Two or more years of industry experience preferred