Hybrid Financial Services Rep — Series 7/63 Training

711 MS Smith Barney, LLC; Alpharetta (GA); Hybrid; USD 3,682,000 - 5,245,000; Full time

Benefits offered by this job

Hybrid work environment

Paid time off

Health care (medical, dental, vision)

401(k) with firm matching

Employee Stock Purchase Program

Tuition and licensing reimbursement

Job summary

Morgan Stanley offers an entry-level Financial Services Representative role designed to train you toward Series 7 & 63 licenses while you support clients with account-related requests and inquiries.

You will join a hybrid work environment, develop a strong understanding of financial services, and contribute to a culture of client-focused service with structured training and career development.

Qualifications

• Excellent customer service and problem-solving abilities.
• Strong communication and interpersonal skills in a call-center/financial services setting.
• Willingness to learn and achieve sales goals in a team environment.

Responsibilities

• Provide excellent customer service by identifying needs and offering solutions.
• Educate customers on Morgan Stanley’s advantages and relevant products.
• Drive sales by identifying opportunities during customer interactions.
• Follow processes and manage time efficiently throughout the day.
• Learn about investments and markets to support client needs.

Skills

Customer service

Problem solving

Sales oriented

Communication

Education

Bachelor’s degree in Finance/Business Admin

Job description

Morgan Stanley offers an entry-level Financial Services Representative role designed to train you toward Series 7 & 63 licenses while you support clients with account-related requests and inquiries.

You will join a hybrid work environment, develop a strong understanding of financial services, and contribute to a culture of client-focused service with structured training and career development.