Financial Services Representative - Sie (alpharetta, Ga)

Morgan Stanley

Alpharetta, GA, USA
Hybrid
Excellent customer service skills
Problem-solving abilities
Goal-driven and competitive
As an unlicensed Financial Services Representative, you will engage clients via incoming calls to assist with stock portfolio inquiries

Job Summary

  • As an unlicensed Financial Services Representative, you will engage clients via incoming calls to assist with stock portfolio inquiries.
  • Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses.
  • Enjoy a hybrid work environment and a competitive base salary with a wide range of benefits.

Matching Summary

As an unlicensed Financial Services Representative, you will engage clients via incoming calls to assist with stock portfolio inquiries.

Skills & Requirements

Must-have

  • Excellent customer service skills
  • Problem-solving abilities
  • Goal-driven and competitive

Nice-to-have

  • Experience in a call center environment
  • Strong team orientation
  • Extraordinary interpersonal skills

Key Requirements

  • Successfully passed the Securities Industry Essentials®(SIE®) Exam
  • Bachelor’s degree in Finance or related field
  • At least 2 years in a customer-facing role

Work Rights

Not specified

Tailored Resume

Cover Letter