Financial Services Representative - SIE (Chicago, IL)

About the role

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. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses.

Responsibilities

• Provide excellent customer service by identifying customer needs and determining the best solution for them.
• 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).

Requirements

• Absolutely must be flexible to work a hybrid schedule (3 days a week in office).
• At least 2 years’ experience working in a customer-facing role.
• Successfully passed the Securities Industry Essentials® (SIE®) Exam.
• 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).
• Even better if you have 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.

Qualifications

You must be able to sign a statement agreeing to Morgan Stanley's Code of Conduct. You'll have to maintain a high level of personal integrity and comply with Morgan Stanley's Code of Conduct.

Skills

• Customer service skills
• Problem-solving skills
• Ability to educate customers on financial products
• Time management skills
• Knowledge of investments and financial markets
• Teamwork and collaboration skills
• Resilience and adaptability

Benefits

• Paid time off
• Savings programs
• Health care (medical, dental, vision)
• Insurance plans
• 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

Pay

$24.04 an hour. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.

Schedule

A hybrid work environment that enables employees to thrive. You'll be required to maintain a high level of personal integrity and comply with Morgan Stanley's Code of Conduct.