Financial Services Rep - Return-to-Work (Hybrid)

Socket.dev; Gilbert (AZ); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Hybrid work environment

Training for Series 7 & 63 licenses

Health care (medical, dental, vision)

Tuition & licensing reimbursement

Job summary

Morgan Stanley's Gilbert, AZ office offers a 16-week Return to Work program in Wealth Management. As a Financial Services Representative, you’ll assist clients via calls, learn the stock market, and complete training for Series 7 & 63 licenses paid by Morgan Stanley.

We value candidates with a bachelor’s degree in Finance/Business, 2+ years in customer-facing roles, and a commitment to a hybrid schedule. In this role, you’ll gain rich financial services experience with comprehensive development

Qualifications

• Bachelor’s degree or equivalent in Finance, Business or Administration.
• At least 2 years in a customer-facing role.
• Hybrid schedule availability (3 days in office).
• Must be legally authorized to work in the United States; sponsorship not required.

Responsibilities

• Provide high-quality customer service for inquiries and account-related requests.
• Educate clients on Morgan Stanley’s advantages and cross-sell suitable products.
• Drive sales while addressing client investment needs and opportunities.

Skills

Customer service

Problem solving

Sales orientated

Team collaboration

Education

Bachelor's degree in Finance/Business/Administration

Job description

Morgan Stanley's Gilbert, AZ office offers a 16-week Return to Work program in Wealth Management. As a Financial Services Representative, you’ll assist clients via calls, learn the stock market, and complete training for Series 7 & 63 licenses paid by Morgan Stanley.

We value candidates with a bachelor’s degree in Finance/Business, 2+ years in customer-facing roles, and a commitment to a hybrid schedule. In this role, you’ll gain rich financial services experience with comprehensive development