Morgan Stanley
2027 Financial Services Representative | Alpharetta, GA
Alpharetta, Georgia · On-site · Full-time · Posted Sep 1, 2026
- Experience
- At least 2 years in a customer-facing role; 1 year of work experience can substitute 1 year of education.
- Education
- Bachelor’s degree in Finance, Business Management or Administration, or equivalent combination of education, training and experience.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Handles inbound client calls about investment accounts, resolves service issues, and identifies relevant products and sales opportunities.
What you'll do
- Respond to account-related requests, including money movement, account updates, and trade requests, and follow up on outstanding items.
- Identify client needs, resolve issues with other groups, and educate clients about products and investment services.
- Identify sales opportunities, follow processes, and continue learning about investments and financial markets.
What they ask for
- Bachelor’s degree in Finance, Business Management or Administration, or equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education).
- At least 2 years working in a customer-facing role.
- Flexibility to work a hybrid schedule (3 days a week in office).
Nice to have
- At least 2 years’ experience in a call center or financial institution.
- Experience working collaboratively on a team or meeting sales goals through work or college internships.
Model-written summary · the original posting is authoritative