Financial Services Representative - Sie (chicago, Il)

Morgan Stanley

Chicago, IL, US
Base: $24.04 an hour; bonus/equity: eligible for d...
Hybrid
Pass sie exam
2 years customer-facing experience
Hybrid work schedule flexibility
Morgan Stanley offers paid training to obtain Series 7 & 63 licenses for this unlicensed role

Job Summary

  • Morgan Stanley offers paid training to obtain Series 7 & 63 licenses for this unlicensed role.
  • The position involves fielding inbound inquiries regarding account updates, money movement, and trade requests.
  • Employees enjoy a hybrid work environment with comprehensive benefits including tuition reimbursement and parental leave.

Matching Summary

Morgan Stanley offers paid training to obtain Series 7 & 63 licenses for this unlicensed role.

Salary

Base: $24.04 an hour; Bonus/Equity: Eligible for discretionary incentive compensation award; Benefits: Medical, dental, vision, 401(k) matching, paid time off

Skills & Requirements

Must-have

  • Pass SIE Exam
  • 2 years customer-facing experience
  • Hybrid work schedule flexibility

Nice-to-have

  • Call center environment experience
  • Sales goal achievement history
  • Collaborative team orientation

Key Requirements

  • Bachelor's degree or equivalent experience
  • Series 7 & 63 license acquisition (paid by firm)
  • SIE Exam certification required

Work Rights

Not specified

Tailored Resume

Cover Letter