Hybrid Financial Services Rep - Return-to-Work

Morgan-Stanley; Chicago (IL); Hybrid; USD 34,000 - 45,000; Full time

Benefits offered by this job

Hybrid work environment

License sponsorship (Series 7 & 63)

Job summary

Morgan Stanley in Chicago offers a 16-week Return to Work program within Wealth Management. The role begins with inbound client inquiries on account-related questions, money movement, and trade requests.

The program funds training to obtain Series 7/63 licenses and provides a robust development path in a hybrid office setting. Eligible applicants have 2+ years in customer-facing roles and a bachelor’s degree in Finance or related field.

Qualifications

• Bachelor's degree in Finance, Business Management or related field is preferred.
• 2+ years in a customer-facing role are desirable.
• Must be legally eligible to work in the United States with a hybrid in-office schedule.
• SIE exam completed or willing to obtain licensure.

Responsibilities

• Provide excellent customer service and identify client needs.
• Educate clients on Morgan Stanley's competitive advantages and products.
• Drive sales opportunities while helping clients understand options.
• Follow processes and manage time efficiently throughout the day.
• Maintain integrity and comply with the firm's Code of Conduct.

Skills

Customer service

Problem solving

Sales mindset

Team player

Education

Bachelor's degree in Finance or related field

Job description

Morgan Stanley in Chicago offers a 16-week Return to Work program within Wealth Management. The role begins with inbound client inquiries on account-related questions, money movement, and trade requests.

The program funds training to obtain Series 7/63 licenses and provides a robust development path in a hybrid office setting. Eligible applicants have 2+ years in customer-facing roles and a bachelor’s degree in Finance or related field.