Morgan Stanley
2027 Financial Services Representative | Tampa, FL
Tampa, Florida · 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
Handle inbound client calls about stock portfolios and account requests, resolve issues, explain relevant products, and identify sales opportunities while building financial-services knowledge.
What you'll do
- Respond to inbound inquiries and follow up on account items, including money movement, account updates, and trade requests.
- Identify client needs, resolve problems with other groups, and explain relevant products and services.
- Engage clients to identify sales opportunities, manage work efficiently, and continue learning about investments and financial markets.
What they ask for
- 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 of experience in a customer-facing role.
- Flexibility to work a hybrid schedule, 3 days a week in office.
- Legally authorized to work in the United States without requiring current or future employment visa sponsorship.
Nice to have
- At least 2 years’ experience in a call center or financial institution.
- Experience with teamwork in a collaborative environment or meeting sales goals through work or college internships.
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