Financial Services Representative (Sandy, UT) - Morgan Stanley
Sandy, UT
About the Job
Job Number:
3244545Posting Date
: Mar 28, 2024Primary Location
: Americas-United States of America-Utah-SandyJob
: Wealth ManagementDescription
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 youansweredyes to these questions,you’rethe 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 Stanleywill pay for your training to obtain your Series 7 & 63 Licenses.
In This Role You Will:
- Provideexcellent customer service byidentifyingcustomer needs anddeterminingthe best solution for them.
- Educate customers onMorgan Stanley’s competitive advantage andidentifyadditionalproducts they wouldbenefitfrom.
- Show us your determination to drive salesby engaging customers andidentifyingnew opportunities.
- Follow processes and manage your timeefficiently throughout theday.
- Continually learn about investments and the financial markets to address the individual client's investment needs.
- Help the companyidentifyopportunitiestokeep our clients and do your part to minimize risk, when necessary.
- Berequiredtomaintaina high levelof personal integrity andcomply withMorgan Stanley’s Code of Conduct. You’llhave to sign a statement agreeing to this;it’simportant.
- Connect with other groups to gather info to resolve customer issues (you will never be on your own,we’rea family).
- Be involved in other projects and tasks (because there may be other things you can help with).
A Typical Workdayas aFinancial Services Representative includes:
- Fielding inbound customer inquiries toassistcustomers with account related requests such as money movement, account updates, and trade requests.
- Following up with customersregardingoutstanding account related items.
- Participating in continuing education and development.
Benefits of being aMorgan StanleyFinancial 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 witha toptier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning.
- Obtain theSeries 7 & 63licenses 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 ofadditionalbenefits including:
- 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 toassistemployees with the cost of adoption,surrogacy,and fertility treatments
- generous parental leave
- Commitment to Diversity and Inclusion.
- Employees are encouraged to give back to your community.
Qualifications
What You Bring to the Table:
- Abachelor’s degree in Finance, Business Management or Administration, or have an equivalent combination of education,trainingand experience (1 year of work experience can substitute 1 year of education)
- You’vespent 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’reconsidered a people-person and have extraordinary interpersonal skills,a strong teamorientation and resiliency
- MUSTbe flexible to work ahybrid schedule(3 days a weekin office).
Morgan Stanley's goal is to build andmaintaina 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 andretainthe 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).