Hybrid Financial Services Pro with Licensing Support

Morgan-Stanley; Alpharetta (GA); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health care (medical, dental, vision)

401(k) with company match

Tuition and licensing reimbursement

Paid time off

Hybrid work environment

Employee stock purchase program

Parental leave

Job summary

Morgan Stanley is seeking a Financial Services Representative to deliver exceptional customer service, educate clients on financial products, and drive sales in a hybrid work environment in the United States. The role requires a 2+ year customer-facing background and the ability to work in-office 3 days a week.

Selected candidate will engage with clients on account-related requests, participate in ongoing education, and contribute to a collaborative team focused on integrity and client outcomes.

Qualifications

• Minimum 2 years in a customer-facing role.
• Must be flexible to work a hybrid schedule (3 days in office).
• Legally authorized to work in the United States without sponsorship.

Responsibilities

• 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.
• Field inbound customer inquiries to assist account-related requests such as money movement, account updates and trade requests.
• Follow up with customers regarding outstanding account-related items.
• Participate in continuing education and development.

Skills

Customer service

Communication

Team collaboration

Hybrid work readiness

Education

SIE Exam passed

Bachelor's degree in Finance, Business Management or Administration

Job description

Morgan Stanley is seeking a Financial Services Representative to deliver exceptional customer service, educate clients on financial products, and drive sales in a hybrid work environment in the United States. The role requires a 2+ year customer-facing background and the ability to work in-office 3 days a week.

Selected candidate will engage with clients on account-related requests, participate in ongoing education, and contribute to a collaborative team focused on integrity and client outcomes.