Wealth Services Rep — Return-to-Work Opportunity

Morgan Stanley; Chicago (IL); Hybrid; USD 58,000 - 62,000; Full time

Benefits offered by this job

Hybrid work environment

Paid time off

Health care (medical, dental, vision)

401(k) with matching

Tuition and licensing reimbursement

Job summary

Morgan Stanley is hiring a Financial Services Representative as part of its Return to Work Chicago program in Wealth Management. You will engage clients via calls, address questions about portfolios, and support the onboarding of licensed activities.

Training covers Series 7 & 63 licenses, with a commitment to high integrity and customer focus. The role offers a hybrid in-office schedule (3 days/week), base pay with comprehensive benefits, and growth opportunities within a global financial

Qualifications

• Bachelor's degree in Finance, Business Management or Administration or equivalent experience.
• At least 2 years in a customer-facing role.
• Must be flexible to work a hybrid schedule (3 days a week in office).
• Legally authorized to work in the United States; sponsorship not required now or in the future.

Responsibilities

• Provide excellent customer service by identifying customer needs and offering solutions.
• Educate clients on Morgan Stanley’s products and services to meet their goals.
• Drive sales opportunities by engaging customers and addressing their financial needs.
• Follow processes and manage time efficiently to handle inquiries and tasks.
• Continuously learn about investments and financial markets to address client needs.

Skills

Customer service

Sales-oriented

Problem solving

Education

Bachelor's degree in Finance, Business Management or Administration

Job description

Morgan Stanley is hiring a Financial Services Representative as part of its Return to Work Chicago program in Wealth Management. You will engage clients via calls, address questions about portfolios, and support the onboarding of licensed activities.

Training covers Series 7 & 63 licenses, with a commitment to high integrity and customer focus. The role offers a hybrid in-office schedule (3 days/week), base pay with comprehensive benefits, and growth opportunities within a global financial