Financial Services Specialist — Hybrid, Licenses Paid

E*TRADE from Morgan Stanley; Alpharetta (GA); Hybrid; USD 38.000 - 52.000; Vollzeit

Benefits dieser Stelle

Hybrid work environment

Zusammenfassung

Morgan Stanley in Alpharetta is seeking a motivated Financial Services Representative to handle inbound client inquiries, guide portfolio questions, and promote appropriate financial products. Trainees will receive support toward Series 7 and 63 licenses, with a hybrid work setup and emphasis on customer service excellence.

The role emphasizes problem-solving, collaboration, and a drive to meet sales goals while maintaining high ethical standards and continuous learning about markets.

Qualifikationen

• Has passed the SIE exam or is pursuing licensing
• Bachelor’s degree in Finance, Business Management or Administration, or equivalent
• 2+ years in a customer-facing role
• Hybrid schedule with in-office work 3 days a week
• Authorized to work in the United States without sponsorship
• Experience in a call center or financial institution preferred
• Proven ability to meet sales goals in previous roles

Aufgaben

• Provide exceptional customer service to identify needs and resolve issues with portfolio inquiries
• Educate clients on Morgan Stanley’s competitive advantages and potential products
• Drive sales by identifying opportunities and following up on leads
• Follow established processes and manage time efficiently
• Learn about investments and financial markets to advise clients
• Maintain integrity and comply with the firm’s Code of Conduct
• Collaborate with other groups to resolve client issues and participate in projects

Kenntnisse

Customer service

Problem-solving

Interpersonal skills

Communication

Ausbildung

Bachelor's degree in Finance/Business

Jobbeschreibung

Morgan Stanley in Alpharetta is seeking a motivated Financial Services Representative to handle inbound client inquiries, guide portfolio questions, and promote appropriate financial products. Trainees will receive support toward Series 7 and 63 licenses, with a hybrid work setup and emphasis on customer service excellence.

The role emphasizes problem-solving, collaboration, and a drive to meet sales goals while maintaining high ethical standards and continuous learning about markets.