Financial Services Representative - SIE (Tampa, FL)

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

• 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 call center environment or within a financial institution
• Previous experience 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've successfully passed the Securities Industry Essentials® (SIE®) Exam
• A bachelor’s degree in Finance, Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education)

Skills

• Customer service skills
• Problem-solving skills
• Financial knowledge
• Time management
• Investment education

Benefits

• Competitive base salary
• Comprehensive learning and career development experience
• 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

Pay

Competitive base salary

Schedule

Hybrid work environment (3 days a week in office)

Company Information

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). For more information about our global offices, visit here.