Private Wealth Management Client Service Associate - Bilingual English / Mandarin

Overview

Private Wealth Management Client Service Associate - Bilingual English / Mandarin at Morgan Stanley. This role provides exceptional service to clients and supports Financial Advisor(s) / Private Wealth Advisor(s) on a daily basis. The position emphasizes a client-first mindset and building trusted client relationships through regular interactions.

Responsibilities

• Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and ensuring key information and documentation remain current
• Identify and assist with firm services and solutions that support clients’ needs, including banking products, digital offerings (Morgan Stanley Online, Morgan Stanley Mobile)
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and required documentation, assessing risk, processing money movement transactions, and handling estate needs as applicable
• Input orders at the direction of clients and / or Financial Advisor(s); discuss reinvestment options and corporate actions with clients as directed
• Prepare financial plans, client reports, and other materials for client meetings
• Review and take appropriate action on client account alerts

Other

Education, Experience, Knowledge & Skills

Education and / or Experience

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Reports To

What You Can Expect From Morgan Stanley

We are committed to maintaining a first-class service and high standard of excellence. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide decisions to best serve clients, communities, and employees. Morgan Stanley offers attractive and comprehensive employee benefits and opportunities to move within the business for those who show passion and grit.

For more information about offices globally, visit the Morgan Stanley global offices page.

Compensation

Expected base pay ranges between $34,320 and $90,000 per year at start. Base pay is determined on an individualized basis and may include commissions, incentive compensation, discretionary bonuses, and other benefit programs.

Equal Opportunity

Morgan Stanley is an equal opportunity employer. We prohibit discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity, transgender status, national origin, citizenship, disability, veteran status, marital status, pregnancy, genetic information, or any other characteristic protected by law.

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