Financial Services Representative (Tampa, FL)

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).

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.
• Previous experience in a role where you had to meet sales goals either through full-time work or college internships.
• Considered a people-person with 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.
• Gain 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

We are committed to diversity and inclusion. Employees are encouraged to give back to their communities.