E*TRADE from Morgan Stanley · 5 months ago
Financial Services Representative - SIE (Sandy, UT)
South Towne Corp Center II
Full-time
Hybrid
Entry Level
2+ years expE*TRADE from Morgan Stanley is seeking a Financial Services Representative to join their team. In this role, you will engage with clients via incoming calls, providing customer service and addressing inquiries related to their stock portfolios, while also receiving training to obtain your Series 7 and 63 licenses.
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
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
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase