Financial Services Representative - Alpharetta, GA at Morgan Stanley

University of Delaware; Alpharetta (GA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid time off

Savings programs

Insurance plans

Tuition and licensing reimbursement

Fitness subsidy

401(k) with company match

Employee Stock Purchase Program

Family building benefit

Generous parental leave

Job summary

Morgan Stanley is seeking an unlicensed Financial Services Representative to engage clients via inbound calls and answer questions about stock portfolios. The company will fund training to obtain Series 7 & 63 licenses, and offers a hybrid work environment with competitive benefits.

The role emphasizes helping clients, learning about investments, and meeting sales goals while maintaining integrity and collaboration across teams.

Qualifications

• Must have passed the SIE exam.
• At least 2 years in a customer-facing role.
• Flexible to work a hybrid schedule (3 days in office per week).
• Experience in call center or financial institution environments is a plus.

Responsibilities

• Provide excellent customer service by identifying customer needs and offering best solutions.
• Educate customers on Morgan Stanley’s competitive advantages and products they may benefit from.
• Drive sales by engaging customers and identifying new opportunities.
• Follow processes and manage time efficiently throughout the day.
• Continuously learn about investments and financial markets to address client needs.
• Help identify opportunities to retain clients and minimize risk when needed.
• Maintain a high level of integrity and comply with Morgan Stanley’s Code of Conduct.
• Collaborate with other groups to gather information to resolve customer issues.

Skills

Customer service

Problem solving

Sales orientation

Teamwork

Interpersonal skills

Resilience

Education

Bachelor's degree in Finance/Business/Administration

Job description

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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

What You Bring to the Table:

• You’ve successfully passed the Securities Industry Essentials®(SIE®) Exam
• 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
• MUST be flexible to work a hybrid schedule (3 days a week in office)
• 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