Morgan Stanley
2027 Financial Services Representative | Gilbert, AZ
Gilbert, Arizona · 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. Preferred: at least 2 years in a call center or financial institution.
- 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 stock portfolios and account requests, resolving issues and identifying relevant products and sales opportunities.
What you'll do
- Assist with account requests, including money movement, account updates, and trade requests; follow up on outstanding items.
- Identify client needs, explain Morgan Stanley products, and pursue sales opportunities while supporting client retention and risk reduction.
- Learn about investments and financial markets, follow established processes, and collaborate with other groups to resolve client issues.
What they ask for
- At least 2 years in a customer-facing role.
- Bachelor’s degree in Finance, Business Management or Administration, or equivalent combination of education, training and experience (1 year of work experience can substitute for 1 year of education).
- Must be flexible to work a hybrid schedule, 3 days a week in office.
- Must be legally authorized to work in the United States and not require employment visa sponsorship now or in the future.
Nice to have
- At least 2 years of call center or financial institution experience.
- Experience with teamwork in a collaborative environment or meeting sales goals through work or college internships.
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