2027 Financial Services Representative | Tampa, FL

Morgan Stanley • Tampa, FL

1d • Hybrid

About The Position

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. Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses.

Requirements

• 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)
• At least 2 years working in a customer-facing role
• Must be flexible to work a hybrid schedule (3 days a week in office)
• Must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

Nice To Haves

• At least 2 years’ experience working in a call center environment or within a financial institution
• Ability to articulate experience working on a team and in a highly collaborative environment
• Previous experience in a role where sales goals were met either through full time work or college internships
• Considered a people-person with extraordinary interpersonal skills, a strong team orientation and resiliency

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.
• 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 client's 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 Morgan Stanley’s Code of Conduct.
• Connect with other groups to gather info to resolve customer issues.
• Be involved in other projects and tasks.

Benefits

• 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 Morgan Stanley.
• Enjoy a hybrid work environment that enables employees to thrive.
• Competitive base salary
• 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
• 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 This Job Offers

• Job Type: Full-time
• Career Level: Entry Level