Financial Services Representative - SIE (Chicago, IL)

Morgan Stanley•Chicago, IL

7d•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. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses.

Requirements

Successfully passed the Securities Industry Essentials®(SIE®) Exam
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)

Nice To Haves

At least 2 years’ experience working in a call center environment or within a financial institution
Can articulate experience working on a team and in a highly collaborative environment
Previously been in a role where you had to meet sales goals either through full time work or college internships
Considered a people-person and have 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 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.
Field inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests.
Follow up with customers regarding outstanding account related items.
Participate in continuing education and development.

Benefits

Training to obtain your Series 7 & 63 Licenses
Hybrid work environment
Competitive base salary
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
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
Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability