Financial Services Representative - Sie (gilbert, Az)

Morgan Stanley

Gilbert, AZ, US
Hybrid
Customer service skills
Problem-solving abilities
Sales-driven mindset
As a Financial Services Representative, you will engage clients via incoming calls and assist with their stock portfolios

Job Summary

  • As a Financial Services Representative, you will engage clients via incoming calls and assist with their stock portfolios.
  • Morgan Stanley offers training for Series 7 & 63 licenses and a hybrid work environment.
  • Employees enjoy a competitive salary and comprehensive benefits including health care and tuition reimbursement.

Matching Summary

As a Financial Services Representative, you will engage clients via incoming calls and assist with their stock portfolios.

Skills & Requirements

Must-have

  • Customer service skills
  • Problem-solving abilities
  • Sales-driven mindset

Nice-to-have

  • Experience in call center
  • Strong team orientation
  • Interpersonal skills

Key Requirements

  • Securities Industry Essentials®(SIE®) Exam passed
  • Bachelor’s degree or equivalent experience
  • 2 years in customer-facing role

Work Rights

Not specified

Tailored Resume

Cover Letter