Morgan Stanley
Client Service Associate - Bilingual English/Mandarin
$55K–$95K
Kirkland, Washington · On-site · Full-time · Posted Sep 16, 2026
- Education
- High School Diploma/Equivalency; college degree preferred.
- Visa sponsorship
- 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.
About the job
Provides bilingual client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, helping clients with account needs and day-to-day requests.
What you'll do
- Support client relationships and handle client-requested money movement, account questions, documentation, and digital-tool enrollment.
- Provide administrative support, including calls, calendars, meeting logistics, travel itineraries, and expense reports.
- Support team business plans and marketing, stay current on policies and platforms, and participate in firm initiatives.
What they ask for
- High School Diploma/Equivalency.
- Must speak Mandarin.
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Nice to have
- College degree.
- Industry experience.
Pay
USD 55,000 - USD 95,000 per year (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative