Registered Client Service Associate - Mandarin/English Bilingual**

Registered Client Service Associate - Mandarin/English Bilingual**Job Number: 3256987Posting Date: Sep 16, 2024Primary Location: Americas-United States of America-Massachusetts-WellesleyJob: Wealth ManagementEmployment Type: Full TimeJob Level: Non-ExemptDescriptionPOSITION SUMMARY:Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson 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 SUPPORTProvide 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/team• 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 aa clerical capacity at the direction of the client and/or FA/PWA/team• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team• 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 managementADMINISTRATIVE SUPPORT• Answering inbound phone calls or making outbound calls with updates on service requests (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/PWAQualificationsEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience• High School Diploma/Equivalency• College degree preferred• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)• Two or more years of industry experience preferredKnowledge/Skills• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts• 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 multitask• Goal oriented, self-motivated and results driven• Mandarin speaking skills requiredReports To:• Business Service OfficerMorgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).About the Company:Morgan StanleyMorgan Stanley is a global financial services firm offering a complete range of financial services to a large and diversified group of clients and customers, including governments, corporations, institutions and individuals throughout the world. The talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity and excellence. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and to grow.Company Size:10,000 employees or moreIndustry:BankingFounded:1935Website:http://www.morganstanley.com