Morgan Stanley Careers – Client Service Associate

Job Description:

The primary responsibility of the Client Service Associate is to work as part of a team managing all administrative aspects of The Asia Practice in a high volume, time critical environment. To be successful in this role you will need to demonstrate knowledge of the financial advice process, financial markets and product and industry trends. You will need to have a high attention to detail and should be able to prioritize your work accordingly and work well under pressure. The role will include direct contact with clients to ensure issues/queries are being addressed in a timely manner. This role will deal specifically with Chinese clients therefore the successful candidate will need to be fluent in English, Cantonese & Mandarin.

Job Responsibilities:

• Arrange and assist with maintenance of client account and records, in line with current AML/CTF, KYC Regulations,
• Client on-boarding, including preparation of account documentation, creation of client record in MSWM systems and other platforms including BT
• Assist in client asset transfers, including cash, both domestically and internationally
• Facilitation of all administrative client queries
• Ensuring all accounts adhere to the firm’s legal and regulatory obligations and observe the firms compliance procedures.
• Assist to manage The Asia Practice clients high risk rolling review paperwork
• Preparation of client valuations, asset allocations and generating investment reports as required
• IPO and corporate action allocation management

Job Requirements:

• Experience within wealth management, financial planning or professional services
• Fluent in written and spoken Mandarin & Cantonese
• High attention to detail
• Strong literacy and numeracy ability
• Undergraduate degree in Finance, Commerce, Accounting or Business essential
• Recognised industry studies preferred (including RG146, Series 7) – if not held already a requirement to study towards
• CPA or CA qualifications preferred
• Excellent communication skills both verbal and written
• Experience in Accounting, Risk, Audit or Compliance
• Display a high level of resilience and strong ability to prioritize tasks

Job Details:

Company: Morgan Stanley

Vacancy Type: Full Time

Job Location: Sydney, New South Wales, Australia

Application Deadline: N/A

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