Financial Services Representative

MERCY COLLEGE; Village of Dobbs Ferry (NY); Hybrid; USD 50,000 - 80,000; Full time

Job summary

An established industry player in financial services is seeking a motivated Financial Services Representative to join their dynamic team. This role offers a unique opportunity to engage with clients, providing top-notch customer service while learning the intricacies of the stock market. You’ll receive training for essential licenses, ensuring you’re well-prepared to assist clients with their financial needs. With a hybrid work environment and a commitment to professional development, this position is perfect for those looking to grow their careers in a supportive and innovative setting. Join a team that values integrity, collaboration, and excellence.

Benefits

Paid Time Off

Savings Programs

Insurance Plans

Tuition Reimbursement

Fitness Subsidy

401(k) with Matching

Parental Leave

Diversity and Inclusion Commitment

Community Engagement Opportunities

Qualifications

• Bachelor's degree in Finance, Business Management, or equivalent experience.
• 2+ years in customer-facing roles, preferably in financial services.

Responsibilities

• Provide excellent customer service and identify customer needs.
• Educate customers on products and drive sales opportunities.

Skills

Customer Service

Problem Solving

Sales Goals Achievement

Interpersonal Skills

Team Collaboration

Education

Bachelor's Degree in Finance

Bachelor's Degree in Business Management

Bachelor's Degree in Administration

Job description

and the job listing Expires on October 8, 2025

Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you’re the person we want on our Financial Services team!

As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios.

To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses.

In This Role You Will:

• Provide excellent customer service by identifying customer needs and determining the best solution for them.
• Educate customers on Morgan Stanley’s competitive advantage and identify additional products they would benefit from.
• Show us your determination to drive sales by engaging customers and identifying new opportunities.
• Follow processes and manage your time efficiently throughout the day.
• Continually learn about investments and the financial markets to address the individual client’s investment needs.
• Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary.
• Be required to maintain a high level of personal integrity and comply with Morgan Stanley’s Code of Conduct. You’ll have to sign a statement agreeing to this; it’s important.
• Connect with other groups to gather info to resolve customer issues (you will never be on your own, we’re a family).
• Be involved in other projects and tasks (because there may be other things you can help with).

A Typical Workday as a Financial Services Representative includes:

• Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests.
• Following up with customers regarding outstanding account related items.
• Participating in continuing education and development.

Benefits of being a Morgan Stanley Financial Services Representative:

• Develop a robust understanding of the financial services industry and gain insight into one of the world’s leading financial institutions.
• Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning.
• Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley.
• Enjoy a hybrid work environment that enables employees to thrive.
• Competitive base salary and a wide range of additional benefits including:
• paid time off
• savings programs
• insurance plans
• tuition and licensing reimbursement along with student loan refinancing
• fitness subsidy
• 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program
• family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments
• generous parental leave
• Commitment to Diversity and Inclusion.
• Employees are encouraged to give back to your community.

Qualifications – External

What You Bring to the Table:

• A bachelor’s degree in Finance, Business Management or Administration, or have an equivalent combination of education, training and experience. (1 year of work experience can substitute 1 year of education)
• You’ve spent at least 2 years working in a customer-facing role
• Have at least 2 years’ experience working in a call center environment or within a financial institution
• You can articulate your experience working on a team and in a highly collaborative environment
• You have previously been in a role where you had to meet sales goals either through full time work or college internships
• You’re considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency

Must be flexible to work any schedule in a hybrid model (in office 3 days a week).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

We’re committed to bringing passion and customer focus to the business.

Morgan Stanley’s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).