Financial Services Representative - SIE (Sandy, UT)

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 reputed company incoming calls and answer various questions reputed company to their stock portfolios. To get you started in your career with us, reputed company will pay for your training to obtain your Series 7 & 63 Licenses . In This Role You Will : reputed company excellent customer service by identifying customer needs and determining the best solution for them. reputed company customers on reputed company '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 reputed company 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 reputed company our clients and do your part to minimize risk, reputed company necessary. Be required to maintain a high level of personal reputed company and reputed company with reputed company '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 reputed company as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account reputed company requests such as money movement, account updates, and trade requests . Following up with customers regarding outstanding account reputed company items . Participating in continuing education and development . Benefits of being a reputed company Financial Services Representative: reputed company a robust understanding of the financial services industry and reputed company reputed company 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 reputed company . Enjoy a hybrid work environment that enables employees to reputed company . Competitive reputed company salary and a wide reputed company of additional benefits including: paid time off savings programs health care (medical, dental, reputed company) insurance plans tuition and licensing reimbursement along with student loan refinancing fitness subsidy 401(k) with competitive firm matching, as well as reputed company to the reputed company 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: You've successfully passed the Securities Industry reputed company(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 reputed company (3 days a week in office) Even reputed company if you: Have at least 2 years' experience working in a call center environment or reputed company a financial institution You can reputed company 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 WHAT YOU CAN EXPECT FROM reputed company: We are committed to maintaining the first-class service and high standard of reputed company that have defined reputed company for over 85 years. At our reputed company are five core values - putting clients first, doing the right thing, leading with exceptional reputed company, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At reputed company, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual reputed company and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While reputed company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity We are proud to support our employees and their families at every reputed company along their work-life reputed company, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. reputed company's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of reputed company and reputed company. Consequently, our reputed company efforts reflect our desire to attract and retain the best and brightest from reputed company 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 reputed company of race, reputed company, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national reputed company, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. reputed company is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Apply Job!