2027 Financial Services Representative (SIE) | Chicago, IL
Core
Unlicensed Financial Services Representative engaging clients via incoming calls to answer questions about stock portfolios, manage account requests, and drive sales of financial products.
Role type
entry-level financial services representative (customer service)
Builds
Morgan Stanley's financial products and services for retail clients
Domain
Financial Services / Investment Banking
Deliverable
client delivery
Required skills
customer service, problem-solving, sales, time management, investment knowledge, integrity compliance
Preferred skills
call center experience, team collaboration, sales goal achievement, interpersonal skills
Technologies
Morgan Stanley financial platforms
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, connect with other groups to resolve issues
Seniority
Entry-level, hands-on IC