COMPANY PROFILE: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. POSITION SUMMARY: The Morgan Stanley Self Directed Channel provides clients with access to online utilities to manage their financial needs. Clients will also have the capability to contact the call center with various service inquires (e.g. place trades, provide quotes, describe investment products, help with site navigation, etc.), which will be supported by the registered representative. The registered representative will NOT provide investment advice or guidance - this is a self-directed client channel. The employee will provide exceptional service and track client interactions in a CRM utility within a call center environment. The representative will ensure that all service requests are handled in a timely and accurate manner. Furthermore, the representative will be required to understand when an issue requires escalation and own the issue to conclusion. The representative must have impeccable follow-up skills and feel comfortable working in a fast paced call center environment. The representative must work to ensure that all call quality standards are met and/or exceeded. DUTIES AND RESPONSIBILITIES: • Deliver exceptional service to clients by answering general account inquiries • Accurately execute and confirm unsolicited trade orders as well as other securities and account transactions • Research and resolve client requests • Knowledgeable of Morgan Stanley products, policies and services while keeping abreast of financial markets and regulations • Grasp complex technical material quickly • Communicate effectively • Establish strong client relationships by exceeding client expectations and following through on commitments • Assist clients with requests for documents, completing documents, etc. • Accurately set-up instructions for processing outgoing check requests, wires and all other client distribution needs • Work with internal departments to ensure client requests are completed within a timely manner • Set up instructions for processing outgoing check requests, wires and all
Requirements Include: • Series 7 and 66 (63 and 65) are required (Candidates will have 120 days to earn the series 7, and 150 days for the series 66) • Bachelor's degree and/or a minimum of 2 years industry experience preferred • Strong communication skills • Ability to work in fast-paced inbound call environment • Team player • Ability to multi-task • Attention to detail • Self-starter • Problem solving capabilities • Basic skills with Microsoft Office suite and telephony equipment Reports To: • Direct Business Service Manager
A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.