Financial Services Associate — Return-to-Work Program

Morgan Stanley

Alpharetta (GA)

Hybrid

USD 45,000 - 65,000

Full time

5 days ago

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Benefits offered by this job

Health care

401(k) plan

Tuition and licensing reimbursement

Paid time off

Parental leave

Hybrid work environment

Job summary

Morgan Stanley is launching a Return to Work program in Alpharetta for experienced professionals resuming their careers. The role involves handling inbound inquiries for Financial Services and preparing candidates for Series 7/63 licenses.

Training is provided, with a 16-week program, and a hybrid work arrangement. The position is within Wealth Management, focusing on client service, education about investments, and driving sales opportunities while upholding high ethical standards and strict

Qualifications

Passed the Securities Industry Essentials (SIE) Exam.
Bachelor's degree in Finance, Business Management or Administration, or equivalent combo of education, training and experience.
At least 2 years in a customer-facing role.
Must be flexible to work a hybrid schedule (3 days a week in office).
Eligible to work in the United States without sponsorship for employment visa status.

Responsibilities

Provide excellent customer service by identifying needs and offering best solutions.
Educate clients on Morgan Stanley's advantages and recommended products.
Drive sales by engaging customers and identifying opportunities.
Follow processes and manage time efficiently throughout the day.
Learn about investments and markets to address client investment needs.
Support other groups to resolve customer issues and participate in projects.