Financial Services Representative (alpharetta, Ga)

Morgan Stanley

Alpharetta, GA, US
Hybrid
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 their stock portfolio inquiries

Job Summary

  • As a Financial Services Representative, you will engage clients via incoming calls and assist with their stock portfolio inquiries.
  • Morgan Stanley will cover your training for obtaining Series 7 & 63 Licenses, enhancing your career development.
  • Enjoy a hybrid work environment and a competitive salary with a wide range of benefits.

Matching Summary

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

Skills & Requirements

Must-have

  • Customer service skills
  • Problem-solving abilities
  • Goal-driven and competitive

Nice-to-have

  • Experience in call center environment
  • Strong team orientation
  • Exceptional interpersonal skills

Key Requirements

  • Bachelor’s degree in Finance or related field
  • At least 2 years in customer-facing role
  • Flexible to work hybrid schedule

Work Rights

Not specified

Tailored Resume

Cover Letter