Financial Services Representative (Gilbert, AZ)

About the role

Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you’re the person we want on our Financial Services team!

Responsibilities

• 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.
• Educate customers on Morgan Stanley’s competitive advantage and identify additional products they would benefit from.
• Show determination to drive sales by engaging customers and identifying new opportunities.
• Follow processes and manage your time efficiently throughout the day.
• Continually learn about investments and the financial markets to address the individual client's investment needs.
• Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary.
• Maintain a high level of personal integrity and comply with Morgan Stanley’s Code of Conduct.
• Connect with other groups to gather info to resolve customer issues (you will never be on your own, we’re a family).
• Be involved in other projects and tasks (because there may be other things you can help with).

Qualifications

• A bachelor’s degree in Finance, Business Management or Administration, or an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education).
• At least 2 years of work experience in a customer-facing role.
• MUST be flexible to work a hybrid schedule (3 days a week in office).
• At least 2 years’ experience working in a call center environment or within a financial institution.
• Can articulate your experience working on a team and in a highly collaborative environment.
• Have previously been in a role where you had to meet sales goals either through full time work or college internships.
• Considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency.

Benefits

Develop a robust understanding of the financial services industry and gain insight into one of the world’s leading financial institutions.
Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning.
Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley.
Enjoy a hybrid work environment that enables employees to thrive.
Competitive base salary and a wide range of additional benefits including:
Paid time off
Savings programs
Health care (medical, dental, vision)
Insurance plans
Tuition and licensing reimbursement along with student loan refinancing
Fitness subsidy
401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program
Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments
Generous parental leave
Commitment to Diversity and Inclusion
Employees are encouraged to give back to your community

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Equal Opportunity Employer

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).