Bilingual Client Services Associate – Mandarin/English

711 MS Smith Barney, LLC; Kirkland (WA); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

Job summary

Morgan Stanley in the United States is seeking an organized Client Services Associate to support financial advisors and teams. The role involves handling client inquiries, executing transfers, and guiding clients with digital tools while maintaining compliance and accuracy.

You will coordinate calendars, assist with travel, and help prepare expense reports. Strong communication, multi-tasking, and Mandarin language skills are essential for success in this fast-paced environment.

Qualifications

• High School Diploma/Equivalency; College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Must speak Mandarin.

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivating client relationships.
• Executing money movement transactions on client request.
• Answering general non-investment questions concerning client accounts.
• Educating or enrolling clients in digital tools (MSOnline, eSign, eAuthorization).
• Supporting marketing strategy and team business plans.
• Maintaining policies, procedures and training participation.

Skills

Detail oriented

Strong writing

Interpersonal skills

Client service

Time management

Multi-tasking

Mandarin

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licensing

Tools

MSOnline

eSign

eAuthorization

Job description

Morgan Stanley in the United States is seeking an organized Client Services Associate to support financial advisors and teams. The role involves handling client inquiries, executing transfers, and guiding clients with digital tools while maintaining compliance and accuracy.

You will coordinate calendars, assist with travel, and help prepare expense reports. Strong communication, multi-tasking, and Mandarin language skills are essential for success in this fast-paced environment.