Financial Services Representative - Sie (sandy, Ut)

Morgan Stanley

Sandy, Utah, US
Hybrid
Excellent customer service skills
Problem-solving abilities
Goal-driven and competitive
As a Financial Services Representative, you will engage clients via incoming calls and assist with stock portfolio inquiries

Job Summary

  • As a Financial Services Representative, you will engage clients via incoming calls and assist with stock portfolio inquiries.
  • Morgan Stanley offers training for Series 7 & 63 Licenses, investing in your career development.
  • The company promotes a hybrid work environment and provides a comprehensive benefits package.

Matching Summary

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

Skills & Requirements

Must-have

  • Excellent customer service skills
  • Problem-solving abilities
  • Goal-driven and competitive

Nice-to-have

  • Experience in a call center environment
  • Strong team orientation
  • Extraordinary interpersonal skills

Key Requirements

  • Passed the Securities Industry Essentials® Exam
  • Bachelor’s degree in Finance or equivalent
  • At least 2 years in a customer-facing role

Work Rights

Not specified

Tailored Resume

Cover Letter