Note: The job is a remote job and is open to candidates in USA. Morgan Stanley is seeking a Financial Services Representative to support clients through inbound service interactions. The role involves resolving account-related requests, educating customers about financial products, identifying sales opportunities, learning about investments and financial markets, and obtaining Series 7 and 63 licenses through company-sponsored training.
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 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 company identify opportunities to keep our clients and do your part to minimize risk, when necessary
- Be required to maintain a high level of personal integrity and comply with Morgan Stanley ’s Code of Conduct . You’ll have to sign a statement agreeing to this; it’s important
- 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)
- 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
Skills
- 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
- MUST be flexible to work a hybrid schedule (3 days a week in office)
- To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status
- 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
Benefits
- Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses.
- 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.
- Paid time off
- Savings programs
- Health care (medical, dental, vision)
- Insurance plans
- Tuition and licensing reimbursement along with student loan refinancing
- Fitness 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 treatments
- Generous parental leave
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