Hybrid Financial Services Rep — Training for Series 7 & 63

Morgan Stanley; Sandy (UT); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid time off

Health care (medical, dental, vision)

401(k) with competitive matching

Tuition reimbursement

Fitness subsidy

Generous parental leave

Diversity and inclusion commitment

Job summary

Morgan Stanley in Sandy, Utah, is seeking a Financial Services Representative to deliver exceptional customer service and assist clients with their stock portfolios. You will be supported with training for the Series 7 & 63 licenses.

The role demands excellent communication skills and problem-solving abilities to engage clients effectively. Enjoy a competitive salary along with numerous benefits, including paid time off and a hybrid work environment.

Qualifications

• Must have successfully passed the Securities Industry Essentials® (SIE®) Exam.
• At least 2 years working in a customer-facing role.
• Flexibility to work a hybrid schedule.

Responsibilities

• Provide excellent customer service by identifying customer needs.
• Fielding inbound customer inquiries to assist with account requests.
• Educate customers on Morgan Stanley’s competitive advantage.

Skills

Customer service skills

Problem-solving

Communication

Teamwork

Sales acumen

Education

Bachelor’s degree in Finance, Business Management or Administration

Job description

Morgan Stanley in Sandy, Utah, is seeking a Financial Services Representative to deliver exceptional customer service and assist clients with their stock portfolios. You will be supported with training for the Series 7 & 63 licenses.

The role demands excellent communication skills and problem-solving abilities to engage clients effectively. Enjoy a competitive salary along with numerous benefits, including paid time off and a hybrid work environment.