Virtual Client Solutions Associate – Series 7/66 Training

Morgan Stanley; Tampa (FL); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Health care plans

Insurance plans

Student loan refinancing

Fitness subsidy

401(k) with competitive matching

Employee Stock Purchase Program

Job summary

Join a forward-thinking financial institution as a Registered Client Service Associate in Tampa. This dynamic role offers a unique opportunity to connect with clients, guiding them through their financial journeys while providing exceptional service. You'll collaborate with experienced Financial Advisors and benefit from a robust training program that prepares you for obtaining your Series 7 and 66 licenses. With a focus on personal growth and development, you will thrive in a fast-paced environment, helping clients achieve their financial goals and making a meaningful impact in their lives. Launch your career in finance with a company that values integrity and excellence.

Qualifications

• High School Diploma required; SIE exam must be passed before start date.
• Ability to obtain Series 7 and 66 licenses within 120 days of hire.

Responsibilities

• Manage inbound calls and emails, providing exceptional client service.
• Strengthen client relationships and process requests efficiently.
• Identify opportunities to enhance client engagement and services.

Skills

Exceptional interpersonal skills

Client service skills

Ability to handle high volume requests

Understanding financial needs

Education

High School Diploma/Equivalency

Tools

Digital tools

Job description

Join a forward-thinking financial institution as a Registered Client Service Associate in Tampa. This dynamic role offers a unique opportunity to connect with clients, guiding them through their financial journeys while providing exceptional service. You'll collaborate with experienced Financial Advisors and benefit from a robust training program that prepares you for obtaining your Series 7 and 66 licenses. With a focus on personal growth and development, you will thrive in a fast-paced environment, helping clients achieve their financial goals and making a meaningful impact in their lives. Launch your career in finance with a company that values integrity and excellence.