Financial Services Representative (Sandy, UT)
Not Disclosed•Full-TimeHybrid
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Morgan Stanley has defined first-class service and a high standard of excellence for over 89 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide the decisions we make every day. We are a relentless collaborative team of creative thinkers fueled by diverse backgrounds, supporting more than 80,000 employees across 1,200 offices in 42 countries.
Are you goal-driven, competitive, and excited about solving problems? This role is designed for individuals who want to learn the inner workings of the stock market and the financial services industry. As an unlicensed Financial Services Representative, you will serve as the first point of contact for our clients, using your customer service skills to engage them via incoming calls.
You will answer questions related to stock portfolios, assist with account-related requests such as money movement and trade requests, and follow up on outstanding items. This position is a launchpad for your career; Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. You will work in a hybrid environment, collaborating with other groups to resolve issues and ensuring clients receive the support they need.
To join our team, you will undergo a comprehensive training program paid for by Morgan Stanley to obtain your necessary licenses. The role is designed to provide a top-tier learning and career development experience, combining financial product modules, learning courses, and on-the-job learning.
Morgan Stanley is committed to building a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. We are an equal opportunity employer committed to diversifying its workforce. 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, gender identity, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by law.
Work model: Hybrid
Planifyr
At least 2 years' experience working in a call center environment or within a financial institution. Experience articulating work in a team and highly collaborative environment. Previous experience meeting sales goals through full-time work or college internships. Extraordinary interpersonal skills, strong team orientation, and resiliency.
Skills: Series 7, Series 63.
Education: Bachelor's degree in Finance, Business Management, or Administration, or equivalent experience.
