Morgan Stanley
2027 Financial Services Representative | Sandy, UT
Sandy, Utah · On-site · Full-time · Posted Sep 1, 2026
- Experience
- At least 2 years in a customer-facing role; one year of work experience can substitute for one year of education.
- Education
- Bachelor’s degree in Finance, Business Management or Administration, or an 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
Handle inbound client calls about stock portfolios and account requests, resolve issues, explain financial products, and identify sales opportunities while learning about investments and financial markets.
What you'll do
- Assist with account-related requests, including money movement, account updates, and trade requests; follow up on outstanding items.
- Identify client needs, resolve service issues with other groups, and explain products and potential solutions.
- Engage clients to identify sales opportunities, manage processes and time, and participate in ongoing learning.
What they ask for
- Bachelor’s degree in Finance, Business Management or Administration, or equivalent combination of education, training, and experience; one year of work experience may substitute for one year of education.
- At least 2 years of customer-facing work experience.
- Must be flexible to work a hybrid schedule with 3 days a week in office.
- Must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
Nice to have
- At least 2 years’ experience in a call center or financial institution.
- Experience meeting sales goals through full-time work or college internships.
Model-written summary · the original posting is authoritative