Financial Services Representative (Gilbert, AZ)

About the position

As an unlicensed Financial Services Representative at Morgan Stanley, you will leverage your customer service skills to assist clients with their stock portfolios through incoming calls. This role focuses on problem-solving, educating clients about financial products, and driving sales while maintaining compliance with company standards. You will receive training to obtain your Series 7 & 63 Licenses, setting the foundation for a successful career in financial services.

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.
• Engage customers and identify new sales opportunities.
• Follow processes and manage time efficiently throughout the day.
• Continually learn about investments and the financial markets to address individual client needs.
• Help identify opportunities to retain clients and minimize risk.
• Connect with other groups to gather information to resolve customer issues.
• Participate in other projects and tasks as needed.

Requirements

• A bachelor's degree in Finance, Business Management or Administration, or equivalent experience (1 year of work experience can substitute 1 year of education).
• At least 2 years of experience in a customer-facing role.
• Flexibility to work a hybrid schedule (3 days a week in office).

Nice-to-haves

• At least 2 years' experience in a call center environment or within a financial institution.
• Experience working on a team in a highly collaborative environment.
• Previous experience meeting sales goals through work or internships.
• Strong interpersonal skills and team orientation.

Benefits

• Paid time off
• Savings programs
• Health care (medical, dental, vision) insurance plans
• Tuition and licensing reimbursement
• Student loan refinancing
• Fitness subsidy
• 401(k) with competitive firm matching
• Access to the Morgan Stanley Employee Stock Purchase Program
• Family building benefit for adoption, surrogacy, and fertility treatments
• Generous parental leave