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E*TRADE from Morgan Stanley · 4 months ago

Financial Services Representative (Alpharetta, GA) - Handshake

Alpharetta GA 3

Full-time

Hybrid

Entry Level

2+ years exp

E*TRADE from Morgan Stanley is a leading financial institution that offers a robust career development experience. They are seeking a Financial Services Representative to provide exceptional customer service, educate clients about financial products, and assist with account-related inquiries while maintaining compliance with company policies.

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

Connect with other groups to gather info to resolve customer issues

Be involved in other projects and tasks

Qualification

Customer serviceFinancial services knowledgeSales experienceCall center experienceTeam collaborationInterpersonal skillsProblem-solvingTime managementFlexibility

Required

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)