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Financial Services Representative (Sandy, UT)
Job Number : 3244545
3244545
Posting Date
Mar 28, 2024
Primary Location
Americas-United States of America-Utah-SandyEducation Level : Refer to Position Description
Wealth ManagementEmployment Type : Full TimeJob Level : Non-Exempt
Description
Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work?
Are you goal-driven and competitive? If you answered yes to these questions, you’re the person we want on our Financial Services team!
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.
In This Role You Will :
A Typical Workday as a Financial Services Representative includes :
Benefits of being aMorgan Stanley Financial Services Representative :
Qualifications
What You Bring to the Table :
Even better if you :
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools.
We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).
Last updated : 2024-04-30
Full Time
Securities
$47k-66k (estimate)
05/01/2024
07/18/2024
morganstanley.com
MANHATTAN, NY
>50,000
1924
RICHARD B FISHER
>$50B
Securities
The job skills required for Financial service representative include Customer Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial service representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial service representative. Select any job title you are interested in and start to search job requirements.
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Quotes from people on Financial Service Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.
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Maintain comprehensive knowledge of all services and products and update all request on development needs.
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Provide efficient sales and services to customers and monitor sales for all referral objectives.
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A financial service representative may advance his career by obtaining certifications and building up more and more accounts.
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To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.
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Career tips from people on Financial Service Representative jobs
Be very, very careful when selecting a financial services representative.
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Provide Financial Advice Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
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