Client Service Associate -Bilingual: Mandarin/English at Morgan Stanley

Los Angeles, California, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Apr, 26

Salary

90000.0

Posted On

09 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Bilingual, Mandarin, English, Communication, Organizational Skills, Team Player, Detail Oriented, Interpersonal Skills, Microsoft Office, Financial Planning, Client Reports, Administrative Duties, Marketing Strategy, Client Relationships, Problem Solving

Industry

Financial Services

Description

CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example Review and take appropriate action on client account alerts Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Prepare financial plans, client reports, and other materials for client meetings High School Diploma/Equivalency College degree preferred Industry experience is a plus Currently hold or willingness to obtain SIE, Series 7 and 66 (or 63 and 65) Mandarin fluency preferred Strong computer skills and knowledge of Microsoft Office products Exceptional writing, interpersonal and client service skills Detail orientated with superior organizational skills and ability to prioritize tasks Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven 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. 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. Expected base pay rates for the role will be between $34,320 and $90,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

The Client Service Associate will cultivate and enhance client relationships through communication, processing requests, and resolving inquiries. They will also support Financial Advisors with administrative duties and maintain client accounts.