2027 Financial Services Representative | Gilbert, AZ
Core
Unlicensed Financial Services Representative handling inbound customer inquiries, account updates, and trade requests for Morgan Stanley's stock portfolios.
Role type
Financial Services Representative (Customer Service)
Builds
Customer service interactions and account management for retail clients
Domain
Financial Services / Investment Banking
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
Morgan Stanley financial products and platforms
Responsibilities
Fielding inbound customer inquiries for account requests, following up on outstanding items, participating in continuing education
Seniority
Entry-level (requires 2 years customer-facing experience)