Financial Services Representative - Sie (chicago, Il)
Morgan Stanley UK
Chicago, IL, US
Base: $24.04 an hour; bonus/equity: eligible for a...
Hybrid
Excellent customer service
Problem-solving skills
Goal-driven and competitive
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: $24.04 an hour; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive compensation plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, Savings Programs, Insurance, PTO, Holidays, 401(k) with match, Employee Stock Purchase Program, Family building benefit, Parental leave
Skills & Requirements
Must-have
excellent customer service
problem-solving skills
goal-driven and competitive
engage clients via incoming calls
identify customer needs
drive sales by engaging customers
Nice-to-have
people-person
extraordinary interpersonal skills
strong team orientation
resiliency
articulate team experience
Key Requirements
Passed Securities Industry Essentials®(SIE®) Exam
Bachelor’s degree in Finance, Business Management or Administration, or equivalent
At least 2 years in a customer-facing role
Flexible to work a hybrid schedule (3 days a week in office)