Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City
Associate Financial Services Representative – Overnights
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).
Education Level: High School Diploma/GED
You’ve spent at least 2 years working in a customer-facing role (retail, sales, call center, food service)
A bachelor’s degree in Finance, Business Management or Administration
Have an equivalent combination of education, training and experience. (1 year of work experience can substitute 1 year of education)