Hybrid Financial Services Associate – Return-to-Work

Morgan-Stanley; Sandy (UT); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid work environment

Tuition and licensing reimbursement

401(k) with firm matching

Employee Stock Purchase Program

Parental leave

Diversity and Inclusion

Job summary

Morgan Stanley in Sandy invites experienced professionals returning to work after a career break to join a 16-week Return to Work program in our Sandy office. This paid program places participants in roles aligned with their expertise while offering training, mentorship and professional development.

As a Financial Services Representative, you’ll provide frontline client service, help educate customers, and prepare for Series 7 and 63 licenses with company-paid training.

Qualifications

• Bachelor’s degree or an equivalent combination of education and experience; 2+ years in a customer-facing role.
• Flexibility to work a hybrid schedule (3 days in office).
• Eligibility to work in the United States without sponsorship now or in the future.

Responsibilities

• Provide excellent customer service by identifying needs and offering solutions.
• Educate customers on Morgan Stanley’s advantages and product options.
• Drive sales by engaging customers and identifying new opportunities.
• Follow processes and manage time effectively, supporting team goals.

Skills

Customer service

Problem-solving

Sales

Team collaboration

Interpersonal skills

Education

Bachelor's degree in Finance, Business Management or Administration

Tools

Series 7 license

Series 63 license

Job description

Morgan Stanley in Sandy invites experienced professionals returning to work after a career break to join a 16-week Return to Work program in our Sandy office. This paid program places participants in roles aligned with their expertise while offering training, mentorship and professional development.

As a Financial Services Representative, you’ll provide frontline client service, help educate customers, and prepare for Series 7 and 63 licenses with company-paid training.