- Provide top-notch customer service by identifying client needs and offering optimal solutions.
- Educate clients on the competitive advantages of Morgan Stanley and recommend additional beneficial products.
- Demonstrate your sales acumen by actively engaging clients and spotting new opportunities.
- Adhere to established processes and manage your time effectively throughout the day.
- Continuously expand your knowledge of investments and financial markets to cater to individual client requirements.
- Assist in identifying opportunities to retain clients and play a role in risk mitigation when required.
- Uphold a high standard of personal integrity and adhere to Morgan Stanley's Code of Conduct.
- Collaborate with various teams to gather information for resolving customer issues (we're a close-knit family, you won't be on your own).
- Participate in additional projects and tasks as needed (there might be more ways for you to contribute).
- Handling inbound customer inquiries to support them with account-related requests such as fund transfers, account updates, and trade submissions.
- Following up with clients regarding outstanding account matters.
- Engaging in ongoing education and professional development.
- Develop a comprehensive understanding of the financial services industry and gain valuable insights from one of the leading global financial institutions.
- Invest in your professional growth with a top-tier learning experience combining in-depth financial product modules, training courses, and practical learning opportunities.
- Attain the Series 7 & 63 licenses funded by Morgan Stanley.
- Experience a hybrid work setup that supports employee well-being and productivity.
- Competitive base salary and a range of perks including:
- - Paid time off
- - Savings programs
- - Healthcare benefits (medical, dental, vision)
- - Insurance plans
- - Tuition and licensing reimbursement
- - Fitness subsidies
- - 401(k) with firm matching
- - Access to the Employee Stock Purchase Program
- - Family-building benefits
- - Generous parental leave
- Commitment to Diversity and Inclusion.
- Encouragement for employees to contribute to their communities.
- Successful completion of the Securities Industry Essentials (SIE) Exam.
- A bachelor's degree in Finance, Business Management/Administration, or equivalent experience.
- Minimum of 2 years in a customer-facing role.
- 2+ years of experience in a call center or financial institution.
- Demonstrated teamwork and collaboration skills.
- Track record of meeting sales targets through work or internships.
- Exceptional interpersonal skills, team spirit, and resilience.
- Ability to work on a hybrid schedule (3 days in the office).
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Financial Services Representative - Sandy, United States - Morgan Stanley
Description
Morgan Stanley Financial Services Representative
Are you passionate about the world of finance and eager to delve into the complexities of the stock market? Do you thrive on problem-solving and delight in receiving positive feedback from clients? Are you someone who is driven by goals and thrives in a competitive environment? If your answer is a resounding yes to these questions, then you might just be the perfect addition to our Financial Services team at Morgan Stanley.
Job Description:
As an unlicensed Financial Services Representative, you'll leverage your exceptional customer service abilities and talent for troubleshooting to interact with clients over the phone, addressing inquiries related to their stock portfolios.
To kickstart your career with us, Morgan Stanley will cover the cost of your training to acquire your Series 7 & 63 Licenses.
In This Role You Will:
A Day in the Life of a Financial Services Representative Includes:
Benefits of Joining Morgan Stanley as a Financial Services Representative:
Qualifications:
What We're Looking For:
Preferred Qualifications:
Morgan Stanley is dedicated to fostering a diverse workforce that upholds standards of integrity and excellence. Our recruitment efforts aim to attract top talent from all backgrounds, making us the preferred choice for prospective employees.
We adhere to a policy of equal employment opportunity, ensuring a workplace free from discrimination based on various characteristics.
If you're looking to join a dynamic team at Morgan Stanley and embark on a rewarding career in financial services, this opportunity could be the perfect fit for you.
Join us in driving innovation and excellence in the financial domain while championing diversity and inclusivity.
Morgan Stanley is an equal opportunity employer committed to enriching its workforce with diversity (M/F/Disability/Vet).
