Financial Services Representative_Gilbert, AZ at Morgan Stanley

University of Delaware; Gilbert, Northern (AZ, KY); Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Hybrid work environment

Paid time off

Tuition and licensing reimbursement

401(k) with company matching

Family building benefits

Job summary

Morgan Stanley is seeking a Financial Services Representative to engage clients via inbound calls, answer questions about stock portfolios, and educate customers on products. The role includes preparing for and obtaining Series 7 & 63 licenses, with training provided by Morgan Stanley.

You will work in a hybrid environment and contribute to sales growth while upholding the Code of Conduct. Typical duties include handling account-related requests, following up on items, and continuing education

Qualifications

• SIE Exam passed and licensed considerations stated.
• Bachelor's degree in Finance, Business Management or Administration, or equivalent.
• Minimum 2 years in a customer-facing role.
• Hybrid work schedule: 3 days a week in office.
• At least 2 years in a call center or financial institution.
• Strong teamwork, interpersonal skills and goal-oriented mindset.
• Proven ability to meet sales goals.

Responsibilities

• Field inbound inquiries to assist with account-related requests.
• Follow up on outstanding account items and inquiries.
• Participate in ongoing education and development.

Skills

Customer service

Problem solving

Sales

Teamwork

Communication

Call center

Education

SIE Exam

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