Financial Services Representative (tampa, Fl)

Morgan Stanley

Tampa, FL, US
Hybrid
Customer service skills
Problem-solving abilities
Goal-driven and competitive
As a Financial Services Representative, you will engage clients via incoming calls to assist with their stock portfolios

Job Summary

  • As a Financial Services Representative, you will engage clients via incoming calls to assist with their stock portfolios.
  • Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses.
  • Enjoy a hybrid work environment with competitive salary and comprehensive benefits.

Matching Summary

As a Financial Services Representative, you will engage clients via incoming calls to assist with their stock portfolios.

Skills & Requirements

Must-have

  • Customer service skills
  • Problem-solving abilities
  • Goal-driven and competitive

Nice-to-have

  • Experience in call center environment
  • Strong team orientation
  • Interpersonal skills

Key Requirements

  • Bachelor’s degree in Finance or Business
  • 2 years in customer-facing role
  • Flexible to work hybrid schedule

Work Rights

Not specified

Tailored Resume

Cover Letter