48 Financial Services Representative (Tampa, FL) Jobs in Tampa, FL
Morgan Stanley is Hiring a Financial Services Representative (Tampa, FL) Near Tampa, FL
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 Financial Services team!
As an unlicensed 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, Morgan Stanley 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 Morgan Stanley’s competitive advantage and identifyadditional 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 companyidentify opportunities to keep our clients and do your part to minimize risk, when necessary.
- Be required to maintaina high level of personal integrity and comply withMorgan 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).
A Typical Workday as a Financial Services Representative includes:
- 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.
Benefits of being aMorgan Stanley Financial Services Representative:
- Develop a robust understanding of the financial services industry and gain insight into one of the world’s leading financial institutions.
- Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning.
- Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley.
- Enjoy a hybrid work environment that enables employees to thrive.
- Competitive base salary and a wide range of additional benefits including:
- 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.
What You Bring to the Table:
- 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
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).
Job Summary
Full Time
Securities
$57k-73k (estimate)
05/05/2024
06/02/2024
morganstanley.com
MANHATTAN, NY
>50,000
1924
RICHARD B FISHER
>$50B
Securities
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The job skills required for Financial Services Representative (Tampa, FL) include Customer Service, Problem Solving, Call Center, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative (Tampa, FL). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative (Tampa, FL). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Representative (Tampa, FL) positions, which can be used as a reference in future career path planning. As a Financial Services Representative (Tampa, FL), it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative (Tampa, FL). You can explore the career advancement for a Financial Services Representative (Tampa, FL) below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
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A financial service representative provides financial advice and matches financial products with customers' needs and goals.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
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Opt for more than a basic bank account.
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Soft skills for financial services representative roles can be of help.
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Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
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Step 3: View the best colleges and universities for Financial Services Representative.
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