Financial Services Representative

About This Role

Serve as an unlicensed Financial Services Representative, addressing client inquiries on stock portfolios and educating them on Morgan Stanley's offerings, while actively identifying new sales opportunities. The role focuses on providing excellent customer service and continuous learning about financial markets.

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
• Drive sales by engaging customers and identifying new opportunities
• Follow processes and manage time efficiently throughout the day
• Continually learn about investments and the financial markets to address individual client investment needs
• Help identify opportunities to retain clients and minimize risk
• Maintain a high level of personal integrity and comply with Morgan Stanley’s Code of Conduct
• Connect with other groups to gather information to resolve customer issues
• Field inbound customer inquiries to assist with account-related requests such as money movement, account updates, and trade requests
• Follow up with customers regarding outstanding account-related items

Requirements

• Bachelor’s degree in Finance, Business Management or Administration, or equivalent
• 2+ years working in a customer-facing role
• Ability to work a hybrid schedule (3 days a week in office)

Qualifications

• Bachelor’s degree in Finance, Business Management or Administration, or equivalent combination of education, training and experience
• 2+ years working in a customer-facing role

Nice to Have

• 2+ years’ experience working in a call center environment or within a financial institution
• Experience working on a team and in a highly collaborative environment
• Experience meeting sales goals either through full time work or college internships
• Extraordinary interpersonal skills
• Strong team orientation and resiliency

Benefits