Morgan Stanley · 3 months ago
Financial Services Representative - SIE (Sandy, UT)
Sandy, UT
Full-time
Hybrid
Entry Level
2+ years expMorgan Stanley is a leading financial institution, and they are seeking a Financial Services Representative to join their team. In this role, you will provide excellent customer service, educate clients on financial products, and help manage customer inquiries related to stock portfolios.
Asset ManagementFinanceFinancial ServicesLending
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
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
MUST be flexible to work a hybrid schedule (3 days a week in office)
Preferred
Have at least 2 years' experience working in a call center environment or within a financial institution
You can articulate your experience working on a team and in a highly collaborative environment
You have previously been in a role where you had to meet sales goals either through full time work or college internships
You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency
Benefits
Paid time off
Savings programs
Health care (medical, dental, vision)
Insurance plans
Tuition and licensing reimbursement along with student loan refinancing
Fitness subsidy
401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program
Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments
Generous parental leave
Commitment to Diversity and Inclusion
Employees are encouraged to give back to your community
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-14
Crowdfund Insider
2026-01-14
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