This position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner
Job Summary
This position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner.
Provide timely, accurate, and informative answers via phone calls to clients and internal partners, assisting clients with complex order execution, margin treatment, and risk-related inquiries.
Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, 10 Paid Holidays, 401(k), and Short/Long Term Disability.
Matching Summary
This position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner.
Salary
Base: $58,000.00 - $115,000.00 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, 401(k), PTO, etc.
Skills & Requirements
Must-have
Complex trade execution support
Margin treatment and risk inquiries
Corporate actions and dividends
ETRADE policies and regulations
Nice-to-have
Proactive client engagement
Exceptional interpersonal skills
Team orientation and collaboration
Independent decision-making
Key Requirements
SIE, Series 7, Series 63, Mass Registration, Trader Certification