Job Details
Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you re the person we want on our Associate Financial Services team!
As an Associate Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios.
To get you started in your career with us, E*TRADE will pay for your training to obtain your Series 7 & 63 Licenses.
In This Role You Will
- Provide excellent customer service by identifying customer needs and determining the best solution for them.
- Educate customers on E*TRADE s competitive advantage and identify additional products they would benefit from.
- Show us your determination to drive sales, follow processes and manage your time to be 100% efficient during your day.
- Continually learn about investments and the financial markets to address the individual client's investment needs.
- Help the company to identify opportunities 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 E*TRADE 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).
Qualifications:
What You Bring to the Table:
- You've successfully passed the Securities Industry Essentials (SIE ) Exam
- You ve spent at least 2 years working in a customer-facing role (retail, sales, call center, food service)
- OR
- 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)
Even better if you:
- 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.
MUST be flexible to work a hybrid schedule (3 days a week in office).
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).