Financial Services Advisor - Hybrid Role (Licenses Paid)

Morgan Stanley; United States; Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Hybrid work environment

Paid time off

Health care (medical, dental, vision)

Tuition and licensing reimbursement

Student loan refinancing

Fitness subsidy

401(k) with company match

Employee Stock Purchase Program

Parental leave

Diversity and Inclusion

Community involvement

Job summary

Morgan Stanley is seeking a Financial Services Representative to provide exceptional customer service and identify opportunities to deliver tailored financial solutions. The role emphasizes education of clients on Morgan Stanley’s offerings, meeting sales goals, and maintaining high integrity.

You will work in a hybrid environment, handling inquiries, processing requests, and collaborating with colleagues to resolve issues while advancing your career in financial services.

Qualifications

• Bachelor's degree requirement or equivalent combination of education/experience.
• 2+ years in a customer-facing role preferred.
• Hybrid work schedule (3 days in office) requested.

Responsibilities

• Fielding inbound customer inquiries to assist with account-related requests.
• Follow up on outstanding account items.
• Participate in continuing education and development.

Skills

Customer service

Sales-oriented

Interpersonal skills

Team collaboration

Resilience

Education

Bachelor's degree in Finance/Business/Administration

Job description

Morgan Stanley is seeking a Financial Services Representative to provide exceptional customer service and identify opportunities to deliver tailored financial solutions. The role emphasizes education of clients on Morgan Stanley’s offerings, meeting sales goals, and maintaining high integrity.

You will work in a hybrid environment, handling inquiries, processing requests, and collaborating with colleagues to resolve issues while advancing your career in financial services.