Financial Services Rep - Train for Series 7/63 & Help Clients

Morgan-Stanley; Chicago (IL); Hybrid; USD 48,000 - 56,000; Full time

Benefits offered by this job

Hybrid work environment

Paid time off

Health care

Tuition and licensing reimbursement

401(k) with company match

Employee Stock Purchase Program

Parental leave

Vacation days

Job summary

Morgan Stanley is hiring a Financial Services Representative in Chicago. The role focuses on inbound client inquiries, assisting with account needs, and educating clients on investment options. Training for Series 7 & 63 is paid by Morgan Stanley, and a hybrid work schedule is offered.

You'll build product knowledge, meet service and sales goals, and participate in ongoing education while supporting clients across accounts and trades.

Qualifications

• SIE Exam passed or in progress.
• Bachelor's degree or equivalent combination of education and experience.
• Minimum 2 years in a customer-facing role.
• Legally authorized to work in the United States; visa sponsorship not required.

Responsibilities

• Provide excellent customer service by identifying needs and offering solutions.
• Educate customers on Morgan Stanley's advantages and potential products.
• Proactively identify opportunities to expand client relationships and sales.
• Handle account-related requests such as transfers, updates, and trades.
• Follow processes, manage time efficiently, and maintain integrity and compliance.

Skills

Customer service

Problem solving

Communication

Education

Bachelor's degree in Finance/Business/Administration

Equivalent education/experience

Job description

Morgan Stanley is hiring a Financial Services Representative in Chicago. The role focuses on inbound client inquiries, assisting with account needs, and educating clients on investment options. Training for Series 7 & 63 is paid by Morgan Stanley, and a hybrid work schedule is offered.

You'll build product knowledge, meet service and sales goals, and participate in ongoing education while supporting clients across accounts and trades.