Financial Services Representative (Gilbert, Arizona)
Morgan Stanley•Gilbert, AZ
199d•Hybrid
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About The Position
As an unlicensed Financial Services Representative at Morgan Stanley, you will utilize your customer service skills and problem-solving abilities to assist clients with their stock portfolios through incoming calls. The role involves providing excellent customer service, educating clients about Morgan Stanley's offerings, and driving sales by identifying new opportunities. You will also be responsible for managing your time efficiently, learning about investments, and maintaining compliance with the company's Code of Conduct.
