Jobs
>
Gilbert

    Financial Service Representative - Gilbert, United States - Morgan Stanley

    Morgan Stanley
    Morgan Stanley Gilbert, United States

    1 day ago

    Default job background
    Description

    Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team

    As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, E*TRADE will pay for your training to obtain your Series 7 & 63 Licenses.

    In This Role You Will:

     Provide excellent customer service by identifying customer needs and determining the best solution for them.

     Educate customers on E*TRADE's competitive advantage and identify additional products they would benefit from.

     Show us your determination to drive sales by engaging customers and identifying new opportunities.

     Follow processes and manage your time efficiently throughout the day.

     Continually learn about investments and the financial markets to address the individual clients & investment needs.

     Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary.

     Be required to maintain a high level of personal integrity and comply with E*TRADE's Code of Conduct. You'll have to sign a statement agreeing to this; it's important.

     Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family).

     Be involved in other projects and tasks (because there may be other things you can help with).

    A Typical Workday as a Financial Services Representative includes:

     Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests.

     Following up with customers regarding outstanding account related items.

     Participating in continuing education and development.

    Benefits of being an E*TRADE from Morgan Stanley Financial Services Representative:

     Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions.

     Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning.

     Obtain the Series 7 & 63 licenses that will be paid for by E*TRADE from Morgan Stanley.

     Enjoy a hybrid work environment that enables employees to thrive.

     Competitive base salary and a wide range of additional benefits including:

     Paid time off

     Savings programs

     Health care (medical, dental, vision)

     Insurance plans

     Tuition and licensing reimbursement along with student loan refinancing

     Fitness subsidy

     401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program

     Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments.

     Generous parental leave

     Commitment to Diversity and Inclusion.

     Employees are encouraged to give back to your community.

    What You Bring to the Table:

     A bachelor's degree in finance, Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education)

     You've spent at least 2 years working in a customer-facing role.

    Even better if you:

     Have at least 2 years' experience working in a call center environment or within a financial institution.

     You can articulate your experience working on a team and in a highly collaborative environment.

     You have previously been in a role where you had to meet sales goals either through full time work or college internships.

     You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency.

    MUST be flexible to work a hybrid schedule (3 days a week).

    Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

    It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

  • Morgan Stanley

    Financial Service Representative

    1 day ago

    Morgan Stanley Gilbert, United States

    Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you' ...

  • Pam Johnson - State Farm Agent

    Customer Service Representative

    1 week ago

    Pam Johnson - State Farm Agent Gilbert, United States Full time

    Position Overview · Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you State Farm agents market only State Farm insurance and financia ...

  • American Furniture Warehouse

    Customer Service Representative

    1 week ago

    American Furniture Warehouse Gilbert, United States

    Job Description · The Customer Service Representative will provide customers with fast, friendly, accurate service to provide the best experience for our customer. The Customer Service Representative will explain AFW policy and procedures, resolve any issue in relation to AFW th ...

  • Zerorez Inc

    Customer Service Representative

    1 day ago

    Zerorez Inc Gilbert, AZ, US, United States

    ARE YOU ENERGETIC, COMPASSIONATE, AND ABLE TO TAKE ON MULTIPLE RESPONSIBILITIES AT ONCE? Then you are AWESOME and just the kind of person we are looking for to join our team as a Customer Support Representative at Zerorez · This position will be working on site. · What we can off ...

  • Arizona Veterinary Dental Specialists (Gilbert)

    Customer Service Representative

    3 weeks ago

    Arizona Veterinary Dental Specialists (Gilbert) Gilbert, United States

    · Position at Arizona Veterinary Dental Specialists (Gilbert) · AZ Veterinary Dental Specialists Scottsdale/Gilbert is now hiring a full-time Veterinary Customer Service Representative to join their AMAZING team · Our ideal Veterinary Customer Service Representative candidate ...

  • Ascend Learning

    Customer Service Representative

    1 week ago

    Ascend Learning Gilbert, United States

    We Impact Lives Through Purpose-Driven Work in A People First Culture · Ascend Learning is the connection between a powerful portfolio of brands serving students, educators, and employers with outcomes-based, data driven solutions across the lifecycle of learning. · Our values- ...

  • Ground Zero Plumbing

    Customer Service Representative

    5 days ago

    Ground Zero Plumbing Gilbert, United States

    Gilbert, AZ, USA · competitive pay · Full Time · *health insurance, a 401(k) plan, 40 hours paid time off (PTO) after 1 year (80 hours after 2 years), training programs, and you get to take your birthday off* · **Ground Zero Plumbing & AC, LLC.** of **Gilbert, AZ** is looking ...

  • Blueskypest

    Customer Service Representative

    5 days ago

    Blueskypest Gilbert, United States

    **Customer Service Representative / Working with New Clients** · Gilbert, AZ · Full-Time · Customer Service Representative / Working with New Clients · Blue Sky Pest Control is hiring full-time Customer Service Representative/New Client Specialist**;** **$50,000 - $70,000 (ho ...

  • Waste Service

    Customer Service Representative

    1 day ago

    Waste Service Gilbert, United States

    Job Description · Job DescriptionWe are seeking a Customer Service Representative to join our team You will be responsible for helping customers by providing product and service information and resolving technical issues. High volume call center needs someone to grab calls and se ...

  • Farm Bureau Financial Services

    Claims Service Representative

    1 week ago

    Farm Bureau Financial Services Gilbert, United States

    Claims Service Representative · **Will be filled at the appropriate level based on experience** · Do you thrive in a work environment where you must multi-task and have strong organization skills? Are you a go-getter with high initiative and a positive attitude? Do you have str ...

  • Ascend Learning

    Customer Service Representative

    3 days ago

    Ascend Learning Gilbert, United States

    ** Customer Service Representative** · **Job Category****:** Customer Service **Requisition Number****:** CUSTO003583 Showing 1 location **Job Details** · **Description** · With fast paced growth, National Academy of Sports Medicine (NASM) is adding new talented professionals. ...

  • Exact Construction and Restoration

    Customer Services Representative

    1 week ago

    Exact Construction and Restoration Gilbert, United States

    Job Description · Job DescriptionJob Description · Communication, communication, communication It's at least 95% of what we do. We are looking for another great addition to the Exact Construction and Restoration Team to assist with servicing our customers as a Customer Experienc ...

  • Nothing Bundt Cakes #216

    Guest Service Representative

    3 weeks ago

    Nothing Bundt Cakes #216 Gilbert, United States

    Job Description · Job DescriptionBenefits:401(k) matching · Bonus based on performance · Employee discounts · Flexible schedule · Opportunity for advancement · Bring The Joy · At Nothing Bundt Cakes, the Guest Service Representative sweetens up the place, setting the mood and mak ...

  • Dondrell Swanson - State Farm Agent

    Customer Service Representative

    3 weeks ago

    Dondrell Swanson - State Farm Agent Gilbert, United States

    Job Description · Job DescriptionPosition Overview · Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you State Farm agents market only ...

  • Plumbing & Ac Medic

    CSR Customer Service Representative

    2 weeks ago

    Plumbing & Ac Medic Gilbert, United States

    Job Description · Job DescriptionSalary: $19 -$21 · Looking for a change? Looking for a position with an opportunity to grow? Looking for a winning Team that works hard and plays hard? Looking for a place to call home? Looking for a place you are shown appreciation for your hard ...

  • CobbleStone OPCO

    Lead Customer Service Representative

    3 weeks ago

    CobbleStone OPCO Gilbert, United States

    Job Description · Job DescriptionLead Customer Service Representative · Who are we? · Cobblestone is Arizona's and Colorado's premier car care destination, offering multiple different services including car washing (full service and express), oil changes, detailing, and more. Wit ...

  • Patterson

    Field Service Representative

    5 days ago

    Patterson Mesa, United States

    Patterson isn't just a place to work, it's a partner that cares about your success. · One of the distinguishing marks of our company is the talented people who embrace the people-first, always advancing, and results-driven culture. Professional growth abounds in this motivating e ...

  • Annaise Swearingen - State Farm Agent

    Customer Service Representative

    1 week ago

    Annaise Swearingen - State Farm Agent Mesa, United States Full time

    Benefits:401(k) · Bonus based on performance · Free food & snacks · Paid time off · Signing bonus · Training & development · Wellness resources · We are a team of great people working hard every day to protect families and better our community. We are looking for the right person ...

  • Alera Group, Inc.

    Client Service Representative

    3 weeks ago

    Alera Group, Inc. Chandler, United States

    Benefit Commerce Group, an Alera Group company, is seeking multiple personable and talented Client Service Representatives for new hybrid employee benefits opportunities based out of their Chandler, AZ office location Are you looking to be part of a Client Service, Representative ...

  • Alera Group

    Client Service Representative

    3 days ago

    Alera Group Chandler, United States

    OVERVIEW · Benefit Commerce Group, an Alera Group company, is seeking multiple personable and talented Client Service Representatives for new hybrid employee benefits opportunities based out of their Chandler, AZ office location · Are you looking to be part of a company where you ...