Financial Services Rep—Licenses Paid, Hybrid Schedule

Morgan-Stanley; Chicago (IL); Hybrid; USD 49,000 - 56,000; Full time

Benefits offered by this job

Hybrid work environment

License training paid by employer

Competitive salary and benefits

Job summary

Morgan Stanley is hiring a Financial Services Representative to engage clients by handling inbound calls about accounts, trades, and money movements. You will participate in training that Morgan Stanley pays for to obtain Series 7 & 63 licenses, enabling growth in financial services products and career development.

You’ll work in a hybrid setup, balance customer service with sales opportunities, and contribute to a team that values integrity and collaboration while supporting clients across the

Qualifications

• Two years of customer-facing experience preferred.
• Wamiliarity with financial services and investment concepts is a plus.
• Strong communication and interpersonal skills required.

Responsibilities

• Field inbound inquiries about accounts, transfers, and trades.
• Educate customers on Morgan Stanley's offerings and services.
• Identify opportunities to support customers and grow their relationship.
• Follow processes and maintain accuracy in handling requests.

Skills

Customer service

Problem solving

Sales

Call center experience

Team player

Education

Bachelor's degree in Finance or Business

Tools

Job description

Morgan Stanley is hiring a Financial Services Representative to engage clients by handling inbound calls about accounts, trades, and money movements. You will participate in training that Morgan Stanley pays for to obtain Series 7 & 63 licenses, enabling growth in financial services products and career development.

You’ll work in a hybrid setup, balance customer service with sales opportunities, and contribute to a team that values integrity and collaboration while supporting clients across the