Hybrid Financial Services Rep Train for Series 7/63

E*TRADE from Morgan Stanley; Chicago (IL); Hybrid; USD 48,000 - 52,000; Full time

Benefits offered by this job

Hybrid work

Licenses paid for Series 7 & 63

Tuition and licensing reimbursement

401(k) with company match

Paid time off

Insurance plans

Stock purchase program

Job summary

Morgan Stanley is seeking an unlicensed Financial Services Representative to help clients with their stock portfolios and inquiries. The role emphasizes excellent customer service, problem-solving, and educating clients on Morgan Stanley’s financial solutions.

Training for Series 7 and 63 licenses will be paid by Morgan Stanley. In This Role You Will: provide outstanding service, identify client needs, educate on competitive advantages, and drive opportunities while maintaining process

Qualifications

• Customer-facing roles with strong communication and problem-solving abilities.
• Willingness to learn about investments and financial markets.
• Ability to educate clients on products and drive sales while maintaining integrity.

Responsibilities

• Field inbound customer inquiries to assist with account-related requests such as money movement and trade requests.
• Educate customers on Morgan Stanley’s advantages and identify additional products they may benefit from.
• Engage customers to drive sales and identify new opportunities while following processes.
• Maintain a high level of personal integrity and comply with Morgan Stanley’s Code of Conduct.
• Collaborate with other groups to gather information to resolve customer issues.

Skills

Customer service

Problem-solving

Sales orientation

Team player

Communication skills

Education

Bachelor's degree in Finance/Business

Job description

Morgan Stanley is seeking an unlicensed Financial Services Representative to help clients with their stock portfolios and inquiries. The role emphasizes excellent customer service, problem-solving, and educating clients on Morgan Stanley’s financial solutions.

Training for Series 7 and 63 licenses will be paid by Morgan Stanley. In This Role You Will: provide outstanding service, identify client needs, educate on competitive advantages, and drive opportunities while maintaining process