Return To Work - Financial Services Representative (SIE) | Alpharetta, GA
About The Position
Morgan Stanley's Wealth Management division is seeking motivated individuals for their Return to Work program in Alpharetta. This 16-week paid program, running from January 18, 2027, to May 7, 2027, is designed for experienced professionals who have taken a career break and are looking to re-enter the workforce. Participants will be placed in roles aligning with their expertise, with opportunities for comprehensive training, mentorship, and professional development. As an unlicensed Financial Services Representative, you will engage with clients via incoming calls, answer questions about stock portfolios, and utilize customer service and problem-solving skills. Morgan Stanley will provide training for the Series 7 & 63 Licenses.
Requirements
- Successfully passed the Securities Industry Essentials®(SIE®) Exam
- 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 must not require, now or in the future, sponsorship for employment visa status.
- Individuals who have been out of the workforce for two or more years.
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 meeting sales goals 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 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's 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.
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
- Morgan Stanley Employee Stock Purchase Program
- Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments
- Generous parental leave
- Opportunity to work alongside the best and the brightest
- Environment where you are supported and empowered
- Ample opportunity to move about the business
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
