Client Solutions Specialist - Hybrid Financial Services

E*TRADE from Morgan Stanley; Tampa (FL); Hybrid; USD 40,000 - 65,000; Full time

Benefits offered by this job

Hybrid work environment

Licensing paid (Series 7 & 63)

Tuition and licensing reimbursement

Paid time off

401(k) with company matching

Job summary

Morgan Stanley seeks a Financial Services Representative to assist clients via inbound calls, address portfolio questions, and guide them through solutions. The role includes training to obtain Series 7 and 63 licenses, with a hybrid work setup and strong emphasis on service quality and risk awareness.

The position requires a customer-focused mindset, sales drive, and adherence to compliance standards in a dynamic financial services environment.

Qualifications

• Bachelor’s degree in Finance, Business Management or Administration or equivalent.
• At least 2 years of experience in a customer-facing role.
• Legally authorized to work in the United States with no sponsorship requirement.

Responsibilities

• Provide excellent customer service by identifying customer needs and providing the best solution.
• Educate customers on Morgan Stanley’s products and competitive advantages.
• Drive sales by identifying opportunities and engaging customers.
• Follow processes and manage time efficiently throughout the day.
• Continuously learn about investments and financial markets to address client needs.
• Identify opportunities to retain clients and minimize risk; collaborate with other groups.

Skills

Customer service

Problem solving

Communication

Sales orientation

Team player

Education

Bachelor’s degree in Finance, Business Management or Administration

Job description

Morgan Stanley seeks a Financial Services Representative to assist clients via inbound calls, address portfolio questions, and guide them through solutions. The role includes training to obtain Series 7 and 63 licenses, with a hybrid work setup and strong emphasis on service quality and risk awareness.

The position requires a customer-focused mindset, sales drive, and adherence to compliance standards in a dynamic financial services environment.