Hybrid Financial Services Rep – Return-to-Work Program

Socket.dev; Alpharetta (GA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work environment

Health care (medical, dental, vision)

Tuition and licensing reimbursement

401(k) with matching

Parental leave

Job summary

Morgan Stanley in Alpharetta is launching a 16-week Return to Work program designed for experienced professionals re-entering the workforce. The role of Financial Services Representative focuses on client contact via calls, building wealth knowledge, and advancing to licensed status with company-sponsored training.

The program blends training, mentorship, and real client interaction. Participants gain Series 7 & 63 licenses funded by Morgan Stanley and will work in a collaborative,

Qualifications

• At least 2 years in a customer-facing role.
• Flexible to work a hybrid schedule (3 days in office).
• Must be legally authorized to work in the United States without visa sponsorship.
• Bachelor’s degree as specified above.

Responsibilities

• Provide excellent customer service by identifying needs and offering solutions.
• Educate clients on Morgan Stanley products and services.
• Drive sales by identifying opportunities within client portfolios.
• Follow processes and manage time efficiently.
• Continuously learn about investments and financial markets.
• Maintain high integrity and comply with the Code of Conduct.
• Collaborate with other groups to resolve customer issues.
• Participate in ongoing training and development.

Skills

Customer service

Communication skills

Education

Bachelor’s degree in Finance, Business Management or Administration

Job description

Morgan Stanley in Alpharetta is launching a 16-week Return to Work program designed for experienced professionals re-entering the workforce. The role of Financial Services Representative focuses on client contact via calls, building wealth knowledge, and advancing to licensed status with company-sponsored training.

The program blends training, mentorship, and real client interaction. Participants gain Series 7 & 63 licenses funded by Morgan Stanley and will work in a collaborative,