Return To Work - Financial Services Representative | Gilbert, AZ

Morgan Stanley•Gilbert, AZ

1d•Hybrid

About The Position

Morgan Stanley is offering a Return to Work Program in Gilbert, AZ, designed for experienced professionals who have taken a career break and are looking to re-enter the workforce. This 16-week paid program, running from January 18, 2027, to May 7, 2027, places participants in roles that leverage their existing expertise while providing comprehensive training, mentorship, and professional development. The program is seeking motivated individuals from diverse backgrounds, not necessarily with a financial services background, to join the Wealth Management division as an unlicensed Financial Services Representative. This role involves engaging clients via phone, answering questions about stock portfolios, and utilizing customer service and problem-solving skills. Morgan Stanley will sponsor the training and licensing for the Series 7 & 63 licenses.

Requirements

A bachelor’s degree in Finance, Business Management or Administration, or 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 not require future sponsorship for employment visa status.
Must have been out of the workforce for two or more years (eligibility requirement calculated as of January 2027).

Nice To Haves

At least 2 years’ experience working in a call center environment or within a financial institution.
Experience working on a team and in a highly collaborative environment.
Previous experience meeting sales goals 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 determination to drive sales by engaging customers and identifying new opportunities.
Follow processes and manage time efficiently throughout the day.
Continually learn about investments and the financial markets to address individual client investment needs.
Help the company identify opportunities to keep clients and minimize risk.
Maintain a high level of personal integrity and comply with Morgan Stanley’s Code of Conduct.
Connect with other groups to gather information 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.