2027 Financial Services Representative (SIE) | 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
Entry-level Financial Services Representative (Customer Service/Sales)
Builds
Client engagement and product sales for Morgan Stanley's investment services
Domain
Financial Services / Investment Banking
Deliverable
client delivery
Required skills
Customer service, problem-solving, sales drive, time management, continuous learning, integrity compliance
Preferred skills
Call center experience, team collaboration, sales goal achievement, interpersonal skills
Technologies
None explicitly stated
Responsibilities
Field inbound customer inquiries for account requests (money movement, updates, trades), follow up on outstanding account items, participate in continuing education
Seniority
Entry-level, training provided