Financial service representative

Financial Services Representative - SIE (Sandy, UT)

Job Number : 3244551

3244551

Posting Date

Aug 7, 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 :

• Provide excellent customer service by identifying customer needs and determining the best solution for them.
• Educate customers on Morgan Stanley’s competitive advantage and identifyadditional products they would benefit from.
• Show us your determination to 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 companyidentify opportunities to keep our clients and do your part to minimize risk, when necessary.
• Connect with other groups to gather info to resolve customer issues (you will never be on your own, we’re a family).
• Be involved in other projects and tasks (because there may be other things you can help with).

A Typical Workday as a Financial Services Representative includes :

• Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests.
• Following up with customers regarding outstanding account related items.
• Participating in continuing education and development.

Benefits of being a Morgan Stanley Financial Services Representative :

• Develop a robust understanding of the financial services industry and gain insight into one of the world’s leading financial institutions.
• Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning.
• Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley.
• Enjoy a hybrid work environment that enables employees to thrive.
• Competitive base salary and a wide range of additional benefits including :
• paid time offsavings programshealth care (medical, dental, vision)insurance planstuition and licensing reimbursement along with student loan refinancingfitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatmentsgenerous parental leave
• Commitment to Diversity and Inclusion.
• Employees are encouraged to give back to your community.

Qualifications

What You Bring to the Table :

• You've successfully passed the Securities Industry Essentials® (SIE®) Exam
• 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)
• You’ve spent at least 2 years working in a customer-facing role

Even better if you :

• Have at least 2 years’ experience working in a call center environment or within a financial institution
• You can articulate your experience working on a team and in a highly collaborative environment
• You have previously been in a role where you had to meet sales goals either through full time work or college internships
• You’re considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency
• MUST be flexible to work a hybrid schedule (3 days a week in office).

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 : 2024-08-21