Mandarin Speaking Registered Relationship Associate (Financial Services in San Francisco)

An exciting opportunity at one of the world’s leading financial institutions!  The Relationship Associate will support all phases of administrative functions and client services for a top Wealth Management team.

Specific responsibilities include:

·         Resolve client inquiries regarding securities quotes, account balances, activity, and documentation/statement information

·         Resolve client complaints, inquiries and discrepancies.  Research and initiate corrections to transactions and/or account errors.  Ensure timely resolution of issues.

·         Provide any needed administrative assistance including documentation, mailings, creating/maintaining client files, mass mailings, expenses, etc.

·         Responsible for order execution, processing and settlement of trades on client accounts

·         Extensive interaction and communication with traders

·         Heavy utilization of phone to handle client needs

·         Special projects, as required (i.e:  client specific worksheet report preparation, review/research industry reports, compare/contrast various investment options for clients)

Requirements:

·         Mandarin/Taiwanese language (written and oral) is required

·         Familiarity with the Taiwanese culture

·         Bachelors Degree

·         Series 7 and 63

·         Minimum of 2 years experience in the financial services industry

·         Excellent teamwork, interpersonal and conflict resolution skills

·         Excellent customer/client service skills

·         Strong PC skills:  MS Office including Word, Excel and PowerPoint

·         Ability to work market hours and beyond

·         Strong desire to succeed and work hard