Bilingual Client Service Associate - Mandarin/English

Morgan Stanley; Kirkland (WA); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental and Vision coverage

401(k) plan

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and teams in Kirkland, WA. You will help manage client relationships, process transactions, and answer non-investment inquiries while maintaining accuracy in documentation and digital tools usage.

The role emphasizes strong communication, multitasking, and a client-first mindset. Mandarin fluency is required; a high school diploma is expected. This is a full-time on-site position within the U.S. workforce.

Qualifications

• Detail-oriented with strong organizational skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional written and verbal communication.
• Team player with collaborative mindset.
• Ability to work in a fast-paced, evolving environment.

Responsibilities

• Provide service coverage for a FA/PWA/team including client relationship cultivation and money movement transactions.
• Answer general questions about client accounts and relay balances/positions.
• Enter profile information or pre-fill documents as directed by FA/PWA.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and help execute business plans.

Skills

Detail orientation

Microsoft Office

Writing and communication

Team collaboration

Multitasking

Adaptability

Goal-oriented

Mandarin language

Education

High School Diploma/Equivalency

Tools

Microsoft Office Suite

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and teams in Kirkland, WA. You will help manage client relationships, process transactions, and answer non-investment inquiries while maintaining accuracy in documentation and digital tools usage.

The role emphasizes strong communication, multitasking, and a client-first mindset. Mandarin fluency is required; a high school diploma is expected. This is a full-time on-site position within the U.S. workforce.