Financial Services Representative - SIE (Sandy, UT)

Morgan Stanley • Sandy, UT

411d • Hybrid

About The Position

As an unlicensed Financial Services Representative at Morgan Stanley, you will leverage your customer service skills and problem-solving abilities to assist clients with their stock portfolios. This role involves engaging with clients through incoming calls, providing solutions to their inquiries, and educating them about the company's offerings. You will also receive training to obtain your Series 7 & 63 Licenses, setting the foundation for a successful career in financial services.

Requirements

• Successfully passed the Securities Industry Essentials® (SIE®) Exam.
• Bachelor's degree in Finance, Business Management or Administration, or equivalent combination of education 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 in a call center environment or within a financial institution.
• Experience working on a team in a collaborative environment.
• Previous experience meeting sales goals through work or internships.
• Strong interpersonal skills and team orientation.

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.
• 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
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree