Client Service Associate - Bilingual English/Mandarin
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, building trusted relationships and handling daily client needs.
Role type
Client Service Associate
Builds
Client relationships, account documentation, and administrative workflows for wealth management teams
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Mandarin fluency, English fluency, money movement transactions, account balance reporting, digital tool enrollment, calendar management, expense report preparation, Microsoft Office proficiency
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Responsibilities
Execute money movement transactions, answer general non-investment account questions, enroll clients in digital tools, manage calendars and travel itineraries, prepare expense reports, support marketing strategy
Seniority
Entry-level, individual contributor