Competitive base salary; wide range of + benefits;...
Hybrid
Bachelor's degree or equivalent experience
2 years customer-facing role experience
Hybrid work schedule flexibility
Morgan Stanley offers paid training to obtain Series 7 & 63 licenses for unlicensed Financial Services Representatives
Job Summary
Morgan Stanley offers paid training to obtain Series 7 & 63 licenses for unlicensed Financial Services Representatives.
The role involves fielding inbound customer inquiries regarding money movement, account updates, and trade requests while identifying sales opportunities.
Employees enjoy a hybrid work environment with competitive benefits including tuition reimbursement, fitness subsidies, and comprehensive health care.
Matching Summary
Morgan Stanley offers paid training to obtain Series 7 & 63 licenses for unlicensed Financial Services Representatives.
Salary
Competitive base salary; Wide range of additional benefits; Paid time off and 401(k) matching
Skills & Requirements
Must-have
Bachelor's degree or equivalent experience
2 years customer-facing role experience
Hybrid work schedule flexibility
Nice-to-have
Call center environment experience
Sales goal achievement history
Strong interpersonal and team skills
Resiliency in collaborative settings
Key Requirements
Bachelor's degree in Finance, Business Management, or Administration
Minimum 2 years of customer-facing work experience