Morgan Stanley
2027 Financial Services Representative (SIE) | 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 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 inbound client calls about stock portfolios and account requests, resolves issues, and identifies relevant products and sales opportunities.
What you'll do
- Answer inbound account inquiries, handle requests, and follow up on outstanding items.
- Identify customer needs, explain relevant products, and pursue sales opportunities.
- Learn about investments and financial markets while following processes and helping minimize risk.
What they ask for
- Passed the Securities Industry Essentials (SIE) Exam.
- 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.
- Available for a hybrid schedule, with 3 days a week in office.
Nice to have
- At least 2 years’ experience in a call center or financial institution.
- Experience meeting sales goals through work or college internships.
Model-written summary · the original posting is authoritative