Morgan Stanley
2027 Financial Services Representative (SIE) | 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 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
Handles incoming client calls about stock portfolios and account requests, resolves service issues, and identifies relevant products and sales opportunities.
What you'll do
- Answer client inquiries and assist with account requests, including money movement, account updates, and trade requests.
- Identify client needs, resolve issues with other groups, and follow up on outstanding account items.
- Educate clients about products, identify sales opportunities, and continue learning about investments and financial markets.
What they ask for
- Passed the Securities Industry Essentials® (SIE®) Exam.
- At least 2 years of customer-facing experience.
- 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 for 1 year of education).
- Flexible to work a hybrid schedule with 3 days a week in office; legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.
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.
Model-written summary · the original posting is authoritative