2027 Financial Services Representative | Year-Up & Returning Interns

Morgan Stanley • Alpharetta, GA

8d • 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. This role involves providing excellent customer service by identifying customer needs and determining the best solution for them. You will educate customers on Morgan Stanley’s competitive advantage and identify additional products they would benefit from. You will also drive sales by engaging customers and identifying new opportunities, follow processes, and manage your time efficiently. Continuous learning about investments and the financial markets is essential to address individual client needs. You will 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. You will connect with other groups to gather information to resolve customer issues and be involved in other projects and tasks.

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

• Successfully passed the Securities Industry Essentials®(SIE®) Exam
• 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
• 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.
• 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.
• 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 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
• Opportunity to give back to the community
• Medical
• Prescription Drug
• Dental
• Vision
• Health Savings Account
• Dependent Day Care Savings Account
• Life Insurance
• Disability and Other Insurance Plans
• Sick Leave consistent with state and local law
• Parental Leave
• 20 Vacation Days annually
• 10 Paid Holidays
• Short/Long Term Disability

What This Job Offers

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