2027 Overnight Financial Services Representative | Alpharetta, GA & Sandy, UT

Morgan Stanley • Alpharetta, GA

10d • Hybrid

About The Position

Morgan Stanley is seeking an unlicensed Financial Services Representative to support clients by phone with questions and requests related to their stock portfolios. The company pays for training to obtain Series 7 and 63 licenses. This is a hybrid role requiring three days per week in the office. Current overnight shifts are Sunday–Thursday, 5:30 p.m.–2:00 a.m. EST or 11:30 p.m.–8:00 a.m. EST; available shifts may change based on business needs.

The role involves responding to incoming customer inquiries, helping with account-related requests, educating customers about Morgan Stanley products, identifying sales opportunities, and supporting client retention and risk reduction. Representatives follow established processes, manage their time, collaborate with other groups to resolve customer issues, and participate in ongoing learning and development.

Requirements

• A bachelor’s degree in Finance, Business Management, or Business Administration, or an equivalent combination of education, training, and experience; one year of work experience may substitute for one year of education.
• At least two years of experience in a customer-facing role.
• Flexibility to work a hybrid schedule with three days per week in the office.
• Legal authorization to work in the United States without requiring employment visa sponsorship now or in the future.

Nice To Haves

• At least two years of experience working in a call center or financial institution.
• Ability to describe experience working on a team in a highly collaborative environment.
• Experience meeting sales goals through full-time work or college internships.
• Strong interpersonal skills, a strong team orientation, resilience, and a people-oriented approach.

Responsibilities

• Provide excellent customer service by identifying customer needs and determining appropriate solutions.
• Educate customers about Morgan Stanley’s competitive advantages and identify additional products that may benefit them.
• Engage customers and identify sales opportunities.
• Follow processes and manage time efficiently.
• Continue learning about investments and financial markets to address individual client needs.
• Help identify opportunities to retain clients and minimize risk when necessary.
• Maintain personal integrity and comply with Morgan Stanley’s Code of Conduct.
• Coordinate with other groups to gather information and resolve customer issues.
• Participate in other projects and tasks as needed.
• Handle inbound customer inquiries about account requests, including money movement, account updates, and trade requests.
• Follow up with customers regarding outstanding account-related items.
• Participate in continuing education and development.

Benefits

• Company-paid training for Series 7 and 63 licenses.
• Paid time off.
• Savings programs.
• Health care, including medical, dental, and vision coverage.
• Insurance plans.
• Tuition and licensing reimbursement.
• Student loan refinancing.
• Fitness subsidy.
• 401(k) with competitive firm matching.
• Employee Stock Purchase Program.
• Family-building benefit for adoption, surrogacy, and fertility treatment costs.
• Generous parental leave.
• Hybrid work environment.
• Learning and career development experience, including financial product modules, courses, and on-the-job learning.
• Opportunities to give back to the community.

What This Job Offers

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