Base: $24.04 an hour; bonus/equity: eligible for a...
Hybrid
Customer service skills
Problem-solving skills
Goal-driven and competitive
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
Job Summary
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.
Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses.
Enjoy a hybrid work environment that enables employees to thrive.
Matching Summary
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.
Salary
Base: $24.04 an hour; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive compensation plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, Savings Programs, PTO, 401(k) with match, etc.
Skills & Requirements
Must-have
Customer service skills
Problem-solving skills
Goal-driven and competitive
Incoming call engagement
Stock portfolio inquiries
Nice-to-have
People-person
Extraordinary interpersonal skills
Strong team orientation
Resiliency
Collaborative environment experience
Key Requirements
Bachelor's degree in Finance, Business Management or Administration, or equivalent
2 years customer-facing role experience
Flexible to work a hybrid schedule
Series 7 & 63 Licenses (training provided)
1 year work experience can substitute 1 year of education