Associate Financial Services Representative
Posted on: 17 Nov 2021
Alpharetta, GA
Job Description
Job description
Associate Financial Services Representative
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).
What You Bring to the Table:
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.
Morgan Stanley
New York, New York
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. The company operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance.
This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate loans, commercial mortgage lending, and asset-backed lending; financing for sales and trading customers; and investment and research services. The Wealth Management segment offers various financial services and solutions covering brokerage and investment advisory services, financial and wealth planning services, annuity and insurance products, securities-based lending, residential real estate loans and other lending products, and banking and retirement plan services to individual investors and small to medium-sized businesses and institutions.
The Investment Management segment provides various investment strategies and products comprising equity, fixed income, liquidity, and alternative/other products to defined benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through a network of institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees60,469
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Website
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Jobs Posted52
