Base: competitive base salary; bonus/equity: not s...
Hybrid
Customer service skills
Problem-solving
Client engagement
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: Competitive base salary; Bonus/Equity: Not specified; Benefits: wide range of additional benefits
Skills & Requirements
Must-have
customer service skills
problem-solving
client engagement
financial markets knowledge
client issue resolution
Nice-to-have
goal-driven
competitive
people-person
extraordinary interpersonal skills
strong team orientation
resiliency
Key Requirements
2 years customer-facing role experience
Bachelor's degree in Finance, Business Management or Administration or equivalent
Flexible for hybrid schedule (3 days a week in office)
Series 7 & 63 Licenses (paid for by company)
2 years call center or financial institution experience