Morgan Stanley
2027 Financial Services Representative (SIE) | 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 inbound client inquiries 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; follow up on outstanding items.
- Identify client needs, resolve issues with other groups, and educate clients about products and investment services.
- Pursue sales opportunities, follow processes, manage time, and participate in continuing education.
What they ask for
- Passed the Securities Industry Essentials (SIE) Exam.
- 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.
- Flexible 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 on a team in a collaborative environment or meeting sales goals through work or college internships.
Pay
$24.04 an hour (base salary); annual discretionary incentive compensation award (amount not stated); discretionary bonus component (amount not stated)
Model-written summary · the original posting is authoritative