2027 Financial Services Representative | Alpharetta, GA
Core
Unlicensed Financial Services Representative engaging clients via incoming calls to answer questions about stock portfolios, identify needs, and drive sales of financial products.
Role type
Financial Services Representative (Customer Service/Sales)
Builds
Customer service interactions and sales of financial products for Morgan Stanley
Domain
Financial Services / Investment Banking
Deliverable
product features
Required skills
Customer service, problem-solving, sales, time management, investment knowledge, integrity
Preferred skills
Call center experience, team collaboration, sales goal achievement, interpersonal skills
Technologies
None stated
Responsibilities
Field inbound customer inquiries for account requests (money movement, updates, trades), follow up on outstanding account items, participate in continuing education, identify new sales opportunities, minimize risk, comply with Code of Conduct.
Seniority
Entry-level (requires 2 years customer-facing experience)