Morgan Stanley
2027 Overnight Financial Services Representative | Alpharetta, GA & Sandy, UT
Alpharetta, Georgia +1 · On-site · Full-time · Posted Oct 30, 2026
- Location
- Alpharetta, Georgia
Sandy, Utah - 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, support sales and retention, and learn about financial products and markets while pursuing Series 7 and 63 licenses.
What you'll do
- Answer client inquiries and requests involving account updates, money movement, and trade requests; follow up on outstanding items.
- Identify client needs, explain relevant products, and engage clients to support sales and retention while minimizing risk.
- Follow established processes, collaborate with other groups to resolve issues, and participate in continuing education.
What they ask for
- At least 2 years of experience in a customer-facing role.
- Flexibility 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 meeting sales goals through work or college internships.
Model-written summary · the original posting is authoritative