Return-to-Work Financial Services Rep (Hybrid)

Morgan-Stanley; Chicago (IL); Hybrid; USD 51,000 - 69,000; Full time

Benefits offered by this job

Hybrid work environment

Health care (medical, dental, vision)

401(k) with matching

Tuition and licensing reimbursement

Employee Stock Purchase Program

Paid time off

Parental leave

Job summary

Morgan Stanley in Chicago offers a 16-week Return to Work program designed for professionals returning to work. In this role, you will handle inbound inquiries, guide clients through account processes, and prepare for licensing exams with Morgan Stanley covering the Series 7 and 63 licenses.

The position emphasizes customer service, problem solving, and a sales oriented mindset, with a hybrid schedule and opportunities to grow within a leading global financial services firm.

Qualifications

• Bachelor’s degree in Finance, Business Management or Administration or an equivalent combination of education, training and experience.
• 2+ years of experience in a customer-facing role.
• Flexibility to work a hybrid schedule (3 days a week in office).
• Legally authorized to work in the United States without sponsorship now or in the future.

Responsibilities

• Provide excellent customer service by identifying customer needs and determining the best solution for them.
• Educate customers on Morgan Stanley’s competitive advantage and identify additional products they would benefit from.
• Engage customers and identify new opportunities to drive sales.
• Follow processes and manage time efficiently while handling inquiries and account-related tasks.
• Maintain a high level of integrity and comply with Morgan Stanley’s Code of Conduct.

Skills

Customer service

Problem solving

Sales oriented

Hybrid work

Education

Bachelor’s degree in Finance, Business Management or Administration

Tools

Series 7 license

Series 63 license

Job description

Morgan Stanley in Chicago offers a 16-week Return to Work program designed for professionals returning to work. In this role, you will handle inbound inquiries, guide clients through account processes, and prepare for licensing exams with Morgan Stanley covering the Series 7 and 63 licenses.

The position emphasizes customer service, problem solving, and a sales oriented mindset, with a hybrid schedule and opportunities to grow within a leading global financial services firm.