Return-to-Work: Hybrid Financial Services Rep

PowerToFly; Sandy Hills (UT); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid work environment

License training paid for

Professional development

Job summary

Morgan Stanley in Sandy, Utah is launching a Return to Work program for experienced professionals stepping back into the workforce. The 16-week position places you in a Financial Services Representative role with training for Series 7 & 63 licenses.

You will deliver exceptional customer service, educate clients on investment options, and support sales goals in a hybrid environment with comprehensive benefits and development opportunities.

Qualifications

• Bachelor’s degree or equivalent mix of education and experience.
• Minimum 2 years in a customer-facing role.
• Must be eligible to work in the United States and not require sponsorship.
• Hybrid schedule availability (3 days in office).

Responsibilities

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

Skills

Customer service

Problem solving

Sales orientation

Communication skills

Team collaboration

Education

Bachelor's degree in Finance, Business Management or Administration

Job description

Morgan Stanley in Sandy, Utah is launching a Return to Work program for experienced professionals stepping back into the workforce. The 16-week position places you in a Financial Services Representative role with training for Series 7 & 63 licenses.

You will deliver exceptional customer service, educate clients on investment options, and support sales goals in a hybrid environment with comprehensive benefits and development opportunities.