Return-to-Work: Financial Services Rep (Hybrid, Paid Training)

Morgan-Stanley; Tampa (FL); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Hybrid work environment

Health care

Tuition reimbursement

Licensing reimbursement

401(k) with company match

Paid time off

Family building benefit

Employee Stock Purchase Program

Job summary

Morgan Stanley in Tampa is inviting experienced professionals returning to the workforce to join a 16-week Return to Work program in our Tampa office. The paid program places participants in roles aligned with their expertise while offering training, mentorship, and professional development.

In the Financial Services Representative role within Wealth Management, you will deliver excellent customer service, engage clients on investments, and work toward Series 7 and 63 licenses funded by Morgan

Qualifications

• Must be legally authorized to work in the United States.
• Minimum 2 years in a customer-facing role.
• Flexibility for a hybrid schedule (3 days in office).
• Willingness to pursue Series 7 & 63 licenses with company-sponsored training.

Responsibilities

• Handle inbound customer inquiries about accounts, transfers, and trades.
• Educate customers on Morgan Stanley’s products and services to identify opportunities.
• Maintain high levels of integrity and comply with the Code of Conduct.
• Complete training to obtain Series 7 & 63 licenses funded by Morgan Stanley.

Skills

Customer service

Sales focus

Call center experience

Communication skills

Teamwork

Education

Bachelor's degree in Finance, Business Management or Administration

Job description

Morgan Stanley in Tampa is inviting experienced professionals returning to the workforce to join a 16-week Return to Work program in our Tampa office. The paid program places participants in roles aligned with their expertise while offering training, mentorship, and professional development.

In the Financial Services Representative role within Wealth Management, you will deliver excellent customer service, engage clients on investments, and work toward Series 7 and 63 licenses funded by Morgan