2027 Overnight Financial Services Representative | Alpharetta, GA & Sandy, UT
Core
Provide customer service and sales support for stock portfolios via incoming calls, handling account requests and identifying new product opportunities.
Role type
Financial Services Representative (Customer Service & Sales Support)
Builds
Morgan Stanley client relationships and product adoption
Domain
Financial Services / Investment Banking
Deliverable
product features
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 platforms
Responsibilities
Field inbound customer inquiries for account requests (money movement, updates, trades), Educate customers on competitive advantages and identify additional products, Follow up on outstanding account items, Participate in continuing education and development, Connect with other groups to resolve customer issues
Seniority
Entry-level to Junior, IC