Client Service Associate - Bilingual English/Mandarin

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

Benefits offered by this job

Medical benefits

Dental & Vision

401(k)

Paid time off

Parental leave

Holiday pay

Job summary

Morgan Stanley is seeking a Client Service Associate in the United States. The role provides service coverage for Financial Advisors and Private Wealth Advisors, handling client inquiries, transactions, and digital tool enrollment. Strong MS Office skills and Mandarin capability are essential, with education and licensing paths described.

A comprehensive benefits package accompanies the role. High School Diploma is required, a college degree is preferred, and willingness to pursue securities

Qualifications

• High School Diploma/Equivalency.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7, 66, 63 and 65 licenses.

Responsibilities

• Provide Service Coverage for a FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill account documents in a clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support the FAs/PWAs/teams’ marketing strategy and website maintenance.
• Assist teams in delivering against their business plan and client service model.
• Stay current on policies, procedures and new platforms.
• Participate in firm initiatives and special projects as directed by local management.
• Answer inbound/outbound calls and schedule follow-ups as needed.
• Manage calendars, coordinate meetings and events with logistics.
• Maintain travel itineraries and prepare expense reports.
• Assist with in-office support functions (copying, filing, scanning).
• Prepare and submit expense reports for processing.

Skills

Detail oriented

Interpersonal skills

Client service

Time management

Team player

Multitask

Adaptable

Mandarin

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Series 7/66/63/65/RA licensing willingness

Tools

Microsoft Office

Job description

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES And RESPONSIBILITIES

CLIENT SUPPORT

Provide Service Coverage For a FA/PWA/team Including

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
• Assist FAs/PWAs/teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs) , special projects and/or other duties directed by local management
  
  

Administrative Support

• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA
  
  

EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS

• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  
  

Knowledge/Skills

• Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven
• Must speak Mandarin
  
  

Reports To

• Business Service Officer
  
  

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Salary range for the position: [$55,000 - $95,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.