Financial Services Representative (Gilbert, AZ) - Handshake

711 MS Smith Barney, LLC; Gilbert (AZ); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Hybrid work model

Licensing support (Series 7 & 63)

Health benefits

401(k) with matching

Tuition/licensing reimbursement

Paid time off

Job summary

Morgan Stanley is seeking a Financial Services Representative to join our client-focused team. This role is unlicensed but provides a clear path to licensing through company-supported training for Series 7 and 63.

You will handle inbound calls, educate clients about investment options, and identify opportunities to grow the relationship while maintaining high integrity and compliance with our Code of Conduct.

Qualifications

• A Bachelor’s degree in Finance, Business Management or Administration, or an equivalent combination of education, training and experience.
• At least 2 years in a customer-facing role.
• Hybrid schedule: 3 days a week in office.
• Must be flexible to work a hybrid schedule and meet sales goals.

Responsibilities

• Provide excellent customer service by identifying customer needs and offering solutions.
• Educate customers on Morgan Stanley’s competitive advantages and products.
• Drive sales by engaging customers and identifying new opportunities.
• Handle inbound inquiries and process account-related requests.

Skills

Customer service

Problem solving

Sales aptitude

Communication skills

Team player

Education

Bachelor's degree in Finance or related field

Tools

CRM software

Job description

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
  • Health care (medical, dental, vision)
  • 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:

• 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)
• Even better if you:
  • 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

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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. 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). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.