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.
Skills & Requirements
Must-have
customer service skills
problem-solving
incoming calls
stock portfolios
customer inquiries
account related requests
Nice-to-have
goal-driven and competitive
people-person
extraordinary interpersonal skills
strong team orientation
resiliency
give back to community
Key Requirements
Bachelor's degree in Finance, Business Management or Administration, or equivalent
2 years of customer-facing role experience
Flexible to work a hybrid schedule
2 years experience in call center or financial institution