Ms Ms

Financial Services Representative – Year-Up, Returning Interns

Ms Ms

full-time

Posted on:

Location Type: Hybrid

Location: Alpharetta • Arizona • Florida • United States

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Salary

💰 $24 per hour

Job Level

Entry Level

About the role

  • 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 us your 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.
  • Be required to 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.
  • Be involved in other projects and tasks.

Requirements

  • 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)
  • You’ve spent at least 2 years working in a customer-facing role
  • MUST be flexible to work a hybrid schedule (3 days a week in office)
  • Have at least 2 years’ experience working in a call center environment or within a financial institution
  • You can articulate your experience working on a team and in a highly collaborative environment
  • You have previously been in a role where you had to meet sales goals either through full time work or college internships
  • You’re considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency
Benefits
  • 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
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer servicesalesinvestment knowledgefinancial marketsrisk managementcall center experienceteam collaborationgoal achievement
Soft Skills
interpersonal skillsteam orientationresiliencycommunicationproblem-solvingtime managementflexibility
Certifications
bachelor’s degree in Financebachelor’s degree in Business Managementbachelor’s degree in Administration