Morgan Stanley
2027 Financial Services Representative (SIE) | Sandy, UT
Sandy, Utah · 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, resolves issues, identifies client needs and product opportunities, and learns about investments and financial markets.
What you'll do
- Answer inbound account inquiries, including money movement, account updates, and trade requests, and follow up on outstanding items.
- Identify client needs, recommend suitable solutions, and engage clients around additional products and sales opportunities.
- Follow required processes, manage time, continue learning, and work with other groups to resolve client issues and 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.
- Must be 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 toward sales goals, in a team, or in a highly collaborative environment.
Model-written summary · the original posting is authoritative