Financial Services Representative - SIE (Gilbert, AZ)

Morgan Stanley

120d

About The Position

As an unlicensed Financial Services Representative at Morgan Stanley, you will engage with clients via incoming calls, providing excellent customer service and addressing various questions related to their stock portfolios. You will receive training to obtain your Series 7 & 63 Licenses, which will be paid for by the company. Your role will involve identifying customer needs, educating them on Morgan Stanley's competitive advantages, and driving sales by engaging customers and identifying new opportunities. You will also be responsible for managing your time efficiently, continually learning about investments and financial markets, and maintaining a high level of personal integrity in compliance with Morgan Stanley's Code of Conduct.

Requirements

• Successfully passed the Securities Industry Essentials® (SIE®) Exam.
• Bachelor’s degree in Finance, Business Management or Administration, or equivalent combination of education, training, and experience.
• At least 2 years of experience in a customer-facing role.
• Flexibility to work a hybrid schedule (3 days a week in office).

Nice To Haves

• At least 2 years’ experience working in a call center environment or within a financial institution.
• Experience working on a team in a highly collaborative environment.
• Previous experience meeting sales goals through full-time work or internships.
• Strong interpersonal skills and a team-oriented mindset.

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.
• Engage customers and identify new sales opportunities.
• Follow processes and manage time efficiently throughout the day.
• Continually learn about investments and financial markets to address individual client needs.
• Help identify opportunities to retain clients and minimize risk.
• Connect with other groups to gather information to resolve customer issues.
• Participate in other projects and tasks as needed.

Benefits

• Paid time off
• Savings programs
• Health care (medical, dental, vision)
• Insurance plans
• Tuition and licensing reimbursement
• Student loan refinancing
• Fitness subsidy
• 401(k) with competitive firm matching
• Access to the Morgan Stanley Employee Stock Purchase Program
• Family building benefit for adoption, surrogacy, and fertility treatments
• Generous parental leave

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees