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Financial Services Representative - SIE (Chicago, IL)

Morgan Stanley · Chicago, Illinois, US

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 a...

Job description

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! 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. In This Role You Will: - 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 th...