2027 Financial Services Representative | Chicago, IL
HybridNo visa sponsorship
Core
Provide customer service and support for stock portfolios and account requests via incoming calls.
Role type
Financial Services Representative (Customer Support)
Builds
Customer support interactions for Morgan Stanley clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Customer service, problem-solving, sales drive, 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 items, participate in continuing education
Seniority
Entry-level to Junior