Morgan Stanley
2027 Financial Services Representative (SIE) | Tampa, FL
Tampa, Florida · On-site · Full-time · Posted Sep 1, 2026
- Experience
- At least 2 years in a customer-facing role; one year of work experience may substitute for one 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 employment visa sponsorship now or in the future.
About the job
Handle inbound client calls about stock portfolios and account requests, resolve issues, provide customer service, and identify relevant products and sales opportunities.
What you'll do
- Respond to account-related inquiries and requests, including money movement, account updates, and trade requests; follow up on outstanding items.
- Identify customer needs, resolve issues with other groups, and educate clients about products and services.
- Support sales and client retention goals while learning about investments and financial markets.
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; one year of work experience may substitute for one year of education.
- At least 2 years of customer-facing work experience.
- Flexible to work 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 full-time work or college internships.
Model-written summary · the original posting is authoritative