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E*TRADE from Morgan Stanley · 5 months ago

Financial Services Representative - SIE (Alpharetta, GA)

Alpharetta GA 3

Full-time

Hybrid

Entry Level

2+ years exp

E*TRADE from Morgan Stanley is a leading financial institution committed to providing first-class service and excellence. The Financial Services Representative role involves engaging with clients to address their inquiries regarding stock portfolios while delivering exceptional customer service and identifying sales opportunities.

BankingFinanceFinancial Services

Responsibilities

Provide excellent customer service by identifying customer needs and determining the best solution for them

Educate customers on Morgan Stanley’s competitive advantage and identify additional products they would benefit from

Show us your determination to drive sales by engaging customers and identifying new opportunities

Follow processes and manage your time efficiently throughout the day

Continually learn about investments and the financial markets to address the individual client's investment needs

Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary

Be required to maintain a high level of personal integrity and comply with Morgan Stanley’s Code of Conduct. You’ll have to sign a statement agreeing to this; it’s important

Connect with other groups to gather info to resolve customer issues (you will never be on your own, we’re a family)

Be involved in other projects and tasks (because there may be other things you can help with)

Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests

Following up with customers regarding outstanding account related items

Participating in continuing education and development

Qualification

Securities Industry Essentials ExamCustomer service’s degree in FinanceCall center experienceTeam orientationSales goals experienceInterpersonal skills

Required

You've successfully passed the Securities Industry Essentials® (SIE®) Exam

A bachelor's degree in Finance, Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education)

You've spent at least 2 years working in a customer-facing role