Morgan Stanley
2027 Financial Services Representative | Chicago, IL
Chicago, Illinois · 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 for 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 incoming client calls about stock portfolios and account requests, resolves issues, identifies client needs and sales opportunities, and learns about investments and financial markets.
What you'll do
- Respond to inbound inquiries and follow up on account matters such as money movement, account updates, and trade requests.
- Identify client needs, explain Morgan Stanley products, and pursue sales opportunities while providing customer service.
- Coordinate with other groups to resolve issues, manage risk, and complete account-related work.
What they ask for
- Bachelor’s degree in Finance, Business Management or Administration, or an 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.
- Must be flexible to work a hybrid schedule (3 days a week in office).
- Legally authorized to work in the United States without requiring current or future employment visa sponsorship.
Nice to have
- At least 2 years’ experience in a call center or financial institution.
- Experience meeting sales goals through work or college internships.
Pay
$24.04 an hour (base salary)
Model-written summary · the original posting is authoritative